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
140 – 160

Macro Perspectives 50 | 2022 roundup

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, rounding up the Macro Perspectives themes from the year, led by interest rates hikes and liquidity tightening, as well as SA performance in this environment. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow…
13 Dec 2022 2 min

Macro Perspective 49 | Market response to Ramaphosa resignation risk

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
6 Dec 2022 4 min

Arthur Karas talks calming markets on the Money Show this week

Portfolio Manager, Arthur Karas, discusses the calming of local and global markets this week, as panic subsides around President Ramaphosa’s impending resignation and optimism returns concerning a potential reopening in China. Thanks for listening! Follow us on Linkedin.
6 Dec 2022 5 min

Peter Brooke talks latest market news on the Money Show this week

Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector. Thanks for listening! Follow us on Linkedin.
29 Nov 2022 9 min

Macro Perspectives 47 | COP27 and the role of investors

This week’s podcast features Peter Brooke in discussion with Head of Stewardship, Nicole Martens, on COP27 and how OMIG is engaging its investee companies to transition to more sustainable and inclusive ways of doing business. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening!…
22 Nov 2022 3 min

Macro Perspectives 46 | Unpacking the recent global equities rally

Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow…
15 Nov 2022 3 min

Macro Perspectives 44 | The role of LDI market in toppling Liz Truss

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing this week on the vicious circle sparked by Liz Truss’s tax cuts, which put liability-driven investments under pressure – ultimately leading to political change. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow…
31 Oct 2022 4 min

Siboniso Nxumalo shares his latest market views for Q3 2022

Portfolio Manager, Siboniso Nxumalo, unpacks his views on market activity from the third quarter, sharing key insights for the period, such as the implications of the strength of the US dollar.  Thanks for listening! Follow us on Linkedin.
25 Oct 2022 8 min

Macro Perspectives 42 | Chaos in the UK bond market

Portfolio Manager, Peter Brooke, offers his latest Macro Perspectives, this week looking at the chaos in the UK bond market following the Liz Truss administration’s disastrous tax cut proposals, and how our own local bond market currently stacks up. Have our latest investment-related podcasts sent directly to your mobile. Subscribe…
18 Oct 2022 3 min

Macro Perspectives 41 | The art of making investment decisions

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, comparing the game of Poker with investing, when it comes to the art of  skilled decision-making. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
11 Oct 2022 2 min
140 – 160