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
20 – 40

The US election’s ripple effect: How Trump’s victory could impact South Africa

In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening…
7 Nov 2024 7 min

The Money Show | Key insights on global market trends

Listen to Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he shares valuable insights into the US election’s influence on markets, China’s economic actions, and how global events could impact South African investors. Listen now to gain perspectives on how these dynamics are shaping…
7 Nov 2024 6 min

Medium-Term Budget Policy Statement insights with Jason Swartz

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 opportunities…
31 Oct 2024 4 min

Time to look at South African stocks for growth opportunities

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…
23 Oct 2024 18 min

🌍 Foreign investors remain cautious towards local markets

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 importance of…
10 Oct 2024 10 min

🌍 How are we shaping a more sustainable future through responsible investment?

🎧 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…
26 Sep 2024 3 min

The Money Show | South Africa's market strength

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…
26 Sep 2024 5 min

Discover the benefits of Shari'ah investing

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…
23 Sep 2024 4 min

Does JSE comeback signal a shift in foreign investor sentiment?

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.
5 Sep 2024 22 min

The Money Show | The South African consumer has little spending power; we need rate cuts

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 spending.Emerging market countries,…
14 Aug 2024 6 min

The Money Show | Market dynamics following the new cabinet announcement

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-cap shares,…
5 Aug 2024 5 min

The Money Show | A year marked by significant global elections

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…
5 Aug 2024 3 min

Time for South Africa's new government to roll up their sleeves

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…
25 Jul 2024 6 min

The Money Show | Market dynamics following the new cabinet announcement

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-cap shares,…
2 Jul 2024 5 min

Is this the new dawn for SA?

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…
27 Jun 2024 5 min

The Money Show | Navigating Volatile Markets

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 like Turkey…
4 Jun 2024 4 min

Money Show | Big changes at Pick n Pay and market reactions

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.
31 May 2024 4 min

The Money Show | Markets in better territory

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…
8 May 2024 8 min

The Money Show | Stock market driving our economy

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…
3 May 2024 8 min
20 – 40