Old Mutual Old Mutual Investment Group

Old Mutual Investment Group

At Old Mutual Investment Group, we look beyond the obvious to uncover quality businesses and opportunities that are often overlooked by the market, building portfolios designed to endure. This disciplined, research-led approach underpins our ability to deliver resilient, competitive performance through market cycles, translating insight into sustainable long-term returns for our clients.

As a global investment manager with deep roots across the African continent, we are wholly committed to helping our clients grow and protect their capital over the long-term, both on the continent and broader across the globe. Being responsible stewards of the assets we manage helps us deliver this goal in the form of sustainable long-term returns. We are a black-owned investment manager and invest responsibly, because behind every decision are the unseen people, futures and legacies that matter.
Occasionally English South Africa Business
337 Episodes
100 – 120

Weekly Money Show interview | A challenging week for the JSE

Arthur Karas provides insights into the impact of global factors on South Africa's economy. The challenges presented by inflation, interest rates, geopolitical events, and industrial sector performance reflect the complex dynamics that businesses and individuals must navigate. As South Africa continues to face these challenges, it is essential to stay…
27 Jun 2023 5 min

Macro Perspectives 26 | Lessons from the Steinhoff investment debacle

An event that marked an end of an era, Peter Brooke highlights the importance of due diligence, critical thinking, and trust in the investment landscape. Catch the six lessons now. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
27 Jun 2023 5 min

Weekly Money Show interview | Embracing the Global Market Momentum

Peter Brooke delves into the exciting state of global markets and the performance of specific companies. We've seen the absence of an anticipated recession, providing a stable foundation, falling inflation rates, better-than-expected results, and a decline in energy prices have contributed to a global upward trend. Thanks for listening! Follow…
20 Jun 2023 4 min

Weekly Money Show interview | A dynamic landscape of opportunities and strengthening currency

Another possible merger & acquisition in Telkom generates interest due to potential growth prospects in business because of fibre infrastructure specifically in under-penetrated areas. And positive sentiment surrounding loadshedding and averted US debt default contributed to the rand's strengthening, along with interest rate differentials favouring the currency.  Thanks for listening!…
13 Jun 2023 5 min

Macro Perspectives 24 | Risk: A double-edged sword shaping opportunities and threats

South Africa now illustrates the double-sided nature of risk. Sentiment is dire, but assets are cheap, and there's potential for recovery with Chinese growth, private sector electricity delivery, and foreign investor interest. Like China, investing in new economy sectors will be crucial for our development. Have our latest investment-related podcasts…
13 Jun 2023 3 min

Weekly Money Show interview | Fuel price cut on Wednesday - good news for consumers

Arthur Karas discusses the current state of markets and the factors impacting them. He mentions the weak currency, interest rate hikes, and the recognition of bad news across various markets. He also discusses the potential paths for the US economy and China's reopening progress. Additionally, he highlights the oil price,…
6 Jun 2023 6 min

Macro Perspectives 22 | Global power balance continues to shift

Peter Brooke delves into the intricate concept of multipolar global dominance and sheds light on the crucial factors that drive our investment decisions. These insights provide valuable guidance for investors navigating the complexities of the global market. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks…
30 May 2023 4 min

JSE is stronger than the domestic economy

Today the rand is at the same level it was in 2020, 2008 and 2001, at a time of global crisis. Emerging markets have underperformed materially, including SA, but JSE is performing strongly. Siboniso Nxumalo explains.  Thanks for listening! Follow us on Linkedin.
30 May 2023 5 min

Weekly Money Show interview | Load shedding spend is increasing

Meryl Pick reflects on the resilience of South African companies, amid varying challenges, like load shedding and the remnants of a global pandemic. This after Astral reported a sharp decline in earnings. Thanks for listening! Follow us on Linkedin.
23 May 2023 8 min

Macro Perspectives 21 | The rand creates dismay among South Africans

In his latest Macro Perspectives, Peter Brooke reflects on the rand, the actions we've taken to maximise investment outcomes based on rand's position and shares our forward-looking perspective, amid several challenges, including a slowing global economy. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for…
23 May 2023 4 min

Weekly Money Show interview | Value trap risk

Peter Brooke shares his views on the SA bond yield and whether we're seeing a value trap in this part of the market. Further highlighted in this conversation, results from Raubex and Vodacom.  Thanks for listening! Follow us on Linkedin.
16 May 2023 8 min

On days like this, we do catch some reprieve

 Meryl Pick shares her insights on how the markets behaved yesterday, the pressures in the property sector, such as the impact of diesel costs on retail shares, and the choices retailers need to make between protecting margins versus maintaining market share. Thanks for listening! Follow us on Linkedin.
9 May 2023 7 min

Macro Perspectives 19 | Geopolitics, China, Africa, and electricity

in his latest Macro Perspectives Peter Brooke shares his thoughts on a geopolitical talk on the reframing away from a “US versus China” world, the dominance of China in Africa, Africa's growing population, and the ever-present electricity crisis. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here…
9 May 2023 3 min

Macro Perspectives 18 | The US First Republic Bank goes bankrupt

In his latest Macro Perspectives, Peter Brooke reflects on the impact of the US First Republic Bank bankruptcy, the six interest rate hikes globally as we ended April, and his concerns around recent data releases. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening!…
2 May 2023 2 min

Another good performance from gold shares

Arthur Karas, reflects on yesterday's top performers, which suggest the kind of environment people are looking for - protection from volatility and access to benefit from opportunities. Thanks for listening! Follow us on Linkedin.
25 Apr 2023 8 min

Invest with Perspective Q1 2023

In his quarter one 2023 market update, Siboniso Nxumalo, Chief Investment Officer, talks about two themes: a desynchronised world and South African cycle slow, as he puts our fund performance in perspective. At this moment, we're seeing a high risk of a US recession, and China reopening. While remaining optimistic…
25 Apr 2023 6 min

Story of the day: Naspers and Prosus, both close by just about 4%

Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group, touches on the story of the day; Naspers and Prosus, both closing by just about 4%, and how a company like Altron is becoming really difficult to run in a country like South Africa.  Thanks for listening! Follow us on…
18 Apr 2023 5 min

Macro Perspectives 14 | Interest rate hike, good news for bonds

Prioritising financial stability beyond growth, the SARB surprised with a 50 basis points rate hike.  According to Peter Brooke, the catch up is justified given that SA lagged most central banks over the last three years. Currently, the JSE is driven by global shares rather than domestically oriented shares. In…
4 Apr 2023 3 min

We see the first signs of the negative newsflows being included in the price

Meryl Pick discusses the news around OPEC+ and the impact on oil production and price. Although their trading update was flat, the Pick and Pay share price is up, signaling the first sign that negative newsflows are included in the price. And as a long-term investor one must take cognisance…
4 Apr 2023 4 min
100 – 120