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
120 – 140

Macro Perspectives 11 | History not repeating itself with SVB collapse

Portfolio Manager Peter Brooke explains why he doesn’t believe that history will be repeated following  the failure of Silicon Valley Bank, and that concerns over another global financial crisis are unjustified. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
14 Mar 2023 4 min

Meryl Pick talks latest market movements on The Money Show this week

Portfolio Manager, Meryl Pick, discusses a recovery day in the markets yesterday, led by rand hedge stocks, as well as opportunities in the retail sector that could be created by Government’s solar energy tax incentives. Thanks for listening! Follow us on Linkedin.
28 Feb 2023 7 min

Macro Perspectives 7 | SONA and Government’s execution crisis

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow…
14 Feb 2023 3 min

Macro Perspectives 6 | The opportunities and opportunity costs of migrant labour

In his latest Macro Perspectives, Peter Brooke covers the opportunities created by migrant labour in the UAE and the opportunity costs to economies such as Russia, the UK and SA, who are losing human capital. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening!…
7 Feb 2023 3 min

Macro Perspectives 5 | Assessing the Saudi Arabian growth story

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, discussing the Saudi Arabian growth story, as it seeks to unlock R1 trillion of investment and makes progress in the inclusion of women in the economy. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening!…
31 Jan 2023 3 min

Siboniso Nxumalo shares his Q4 quarterly review and a roundup of 2022 market activity

Senior Portfolio Manager, Siboniso Nxumalo shares his views on the last quarter of 2022, while also reflecting on the year as a whole and unpacking his portfolio’s positioning and performance. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
24 Jan 2023 6 min

Macro Perspectives 1 | Investment lessons from the holidays

Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
16 Jan 2023 3 min

Macro Perspectives 51 | Better market days ahead for 2023

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, unpacking why he believes 2023 will bring better news for markets after a challenging environment during 2022. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
20 Dec 2022 3 min
120 – 140