In this quick take, Portfolio Manager Jason Swartz highlights the Medium-Term Budget Policy Statement’s key takeaways. From critical infrastructure funding and support for Transnet to conservative yet realistic fiscal planning, Jason breaks down what these updates mean for South Africa’s financial markets. Listen in for insights on where growth opp…

Our National Sales Manager Hennie Grové discussed a range of topics with CIO Siboniso Nxumalo, one of them the launch of the Two-Pot System, which is expected to boost the retail sector, but preliminary numbers show that it has not yet had a significant impact. They also talk about our funds performing well in the previous quarter, most in the seco…

Portfolio Manager Jason Swartz, in conversation with Refilwe Moloto on Kaya FM, shared insights on the prospects for South African investments. 📈 He highlighted that, despite recent market fluctuations, local stocks are showing strong performance, driven by positive domestic developments and growing investor confidence. However, he stressed the imp…

🎧 Listen in as Robert Lewenson, our Head of Responsible Investment, shares the key highlights of our 2024 Responsible Investment Report. This report showcases our unwavering commitment to sustainability and driving positive change within the industry. This year’s edition offers fresh insights into how we are integrating sustainability into our inve…

In this episode of The Money Show, Portfolio Manager Peter Brooke talks about the surprising strength of the rand and JSE, driven by key economic indicators and market sentiment. He highlights the positive outlook for South Africa’s platinum miners and explains how a government of national unity is boosting market confidence. Plus, a look ahead at …

Curious about Shari'ah-compliant investments and how they work? 🎙️ In this podcast, Portfolio Manager Maahir Jakoet explains the advantages of investing in Shari'ah funds and how to incorporate them into your portfolio. He unpacks how these funds manage to offer attractive and sustainable returns. 🌿📈 Thanks for listening! Follow us on Linkedin.…

The JSE has seen a big rally recently with the local bourse setting new records. What is driving some of these gains — and does this mark a shift in foreign investment sentiment regarding SA prospects? Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are: Market volatility driven by macroeconomic data and inflation expectations. Misallocation of capital in write-downs across companies. Cost pressure on South African companies, need rate cuts to boost consumer sp…

On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-c…

In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens during times of market panic as investors seek safety in US government debt and assets like treasury bills and gold.…

With the election behind us, the outlook for local equities is looking better. Portfolio Manager Jason Swartz shares views and expectations of the new Government of National Unity and possible policy shifts. The prospects of a reform-minded government, less load-shedding and reduced borrowing costs should all be constructive for an improvement in l…

On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-c…

Portfolio Manager Jason Swartz gives an update on the recent developments in the political space. While markets were experiencing pronounced uncertainty before and during the election, South Africa is no stranger to volatility. Listen to Jason's analysis to understand what this shift means for investors and how it might shape the economic landscape…

In this interview Arthur Karas discusses the current market volatility and potential impacts of coalition government discussions on the South African economy. Key points covered: - Financial market uncertainty amidst coalition talks - Rand volatility and potential sell-off scenarios - Comparisons with historical events and similar emerging markets …

On the latest Money Show Peter Brooke discusses the significant changes happening at Pick n Pay. The market is responding positively, with the share price up 6.6% today and 25% for the week, despite the company reporting a substantial loss. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

In this market wrap-up, Meryl Pick offers valuable insights into market movements. Despite some fluctuations, mining shares rebounded, driving the All Share Index up by 348 points. Meryl delves into the dynamics behind these movements, highlighting the influence of recent corporate actions like Anglo American's potential deal and global economic fa…

In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astut…

In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. F…

Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables, highlights preferred tech companies like Alphabet and Meta, and outlines the importance of Shari’ah-comp…

In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst transitions and growing debt. Explore the performance of AECI, Altron, and others in the face of market challen…

Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with expert analysis from Peter Brooke. Have our latest investment-related podcasts sent directly to your mobi…

Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opportunities shaping today's investment landscape. Thanks for listening! Follow us on Linkedin.…

In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary. Have our…

In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opportunity" – a sentiment echoed in today's investment landscape. Thanks for listening! Follow us on Linkedi…

OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discussion with Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, on the importance of education and ho…

In the second podcast in the Investment Alchemy series with Moneyweb, OMIG listed property portfolio manager Evan Robins shares his views on why domestic listed property, compared to other asset classes, might not be as bad as previously thought. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.…

In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global env…

On the recent The Money Show, Arthur Karas delved into the intricate dynamics of the JSE and the current economic landscape. Arthur shared insights on the challenges and opportunities we face between the inevitable decline in interest rates and the anticipation of a revitalised China. Touching on the resilience of companies amid economic uncertaint…

In this podcast Peter Brooke discusses a transformative development—Cameroon's launch of the first-ever mass malaria vaccination programme. He sheds light on the journey from the vaccine's inception to its recent deployment, emphasising its potential impact on both human health and the economic landscape. Peter's analysis, inspired by Jared Diamond…

Over time, the impact of high liquidity and trend-following funds has resulted in markets being fast-paced but often going nowhere. A stock can crash during a particular quarter and recover at the same percentage the very next quarter. For this reason, investors need to be patient, ignore the noise, and think long-term. In this first podcast for 20…

In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven,…

It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourth quarter, things have somewhat shifted as there is less “good news” going around. And with 2024 being a h…

Peter Brooke, on this week’s The Money Show, delves into the recent shifts in market dynamics. He discusses the nuanced changes in the US Fed's stance, the SARB’s outlook on interest rates, and the intriguing landscape of the gaming industry. Peter also offers a keen perspective on market trends and the resilience of certain sectors. Thanks for lis…

In his final podcast for 2023, Peter Brook shares insights from the HSBC South African Macro Conference. Highlights include government's openness and expertise, Cyril Ramaphosa's positive role in creating pockets of excellence, and surprising developments at Eskom due to the photovoltaic rollout and private sector collaboration. He further discusse…

Arthur Karas, on 702’s The Money Show this week, delves into the twists and turns in today's financial landscape. From the JSE's surprising rebound to the impact of global inflation on market trends, this interview is a must-listen for anyone navigating the financial terrain. Thanks for listening! Follow us on Linkedin.…

In the first of our Investment Alchemy podcast series with Moneyweb, our Head of Global Urvesh Desai talks to Simon Brown about the ongoing uncertainty around geopolitics and interest rates heading into 2024 and the edge that quantitative brings during uncertain market environments, as evidenced by the performance of the Old Mutual Global Managed A…

In this week’s podcast, Peter Brooke provides a unique bottom-up perspective on the challenges facing the South African economy. Drawing from his experience, Peter illustrates the real-world impact of issues like load-shedding, highlighting the ripple effect on costs, supply chain disruptions, and even quality control. Tune in for a deeper understa…

Siboniso Nxumalo, CIO at Old Mutual Investment Group, shared his optimistic outlook on South Africa's economy during an interview with Motheo on Radio 702's The Money Show. In this discussion, Siboniso also provided a comprehensive overview of the market dynamics, shedding light on the performance of various sectors, including resources, industrial…

Peter Brooke had an insightful conversation on the latest market trends with Bruce Whitfield on The Money Show yesterday. While Standard Bank holds strong, the real excitement lies in small caps. Companies like Oceana, Invicta and Zeda are making waves. Peter highlighted the potential in undervalued South African small caps with offshore assets. De…

In today’s podcast, Peter Brooke delves into the intricacies of the South African economy, exploring the impending elections and the possible coalition governments. He also looks at the report by economist Ricardo Hausmann, shedding light on the 15-year growth slowdown and the urgent need for state capability. Despite economic woes, Peter identifie…

On this week’s The Money Show on Radio 702, Meryl Pick discussed Netcare’s resilience, Omnia’s cyclical challenges and Astral Foods’ battles against industry-specific calamities. Thanks for listening! Follow us on Linkedin.Por Old Mutual Investment Group

In this macro perspective episode, Peter Brooke discusses the surprising performance of gold this year – proving its resilience. Despite a strong dollar and rising interest rates, physical gold has delivered a 7% return in US dollars and an impressive 18% return for South African investors due to the weak rand. In the short term, gold serves as a p…

Portfolio Manager Arthur Karas discussed the current landscape of the telecom, gold mining, and food industries on 702’s The Money Show this week. Arthur highlighted the shift in user behaviour from less voice to more data, Harmony's strong performance that is sparking interest, and Premier Foods appearing to weather the storm better than Tiger Bra…