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
260 – 280

Macro Perspective 24/2021 | South Africa as an investment destination

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on South Africa’s potential as an investment destination on the back of recent positive economic data and announcements from the presidency.  Thanks for listening! Follow us on Linkedin.
14 Jun 2021 3 min

Macro Perspective 23/2021 | Investment Themes and The Global Cycle

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the biannual themes process that answers critical questions around the global recovery, inflation and employment in the evolving global cycle and investment landscape.  Thanks for listening! Follow us on Linkedin.
8 Jun 2021 3 min

Macro Perspective 22/2021 | Geopolitics, ESG and Investments

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on how geopolitics and environmental, social and governance (ESG) matters intersect in the world of investments.  Thanks for listening! Follow us on Linkedin.
1 Jun 2021 3 min

Macro Perspective 20/2021 | Investment themes and Naspers

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time unpacking investment themes related to the recent share price movements and corporate developments at Naspers.  Thanks for listening! Follow us on Linkedin.
18 May 2021 3 min

Macro Perspective 18/2021 | Pre-COVID Level Rand Strength

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on why the rand has gained strength over the past year at pre-COVID levels, and expecting positive momentum for the balance of the year on the back of positive trade inflows and a weaker US dollar.  Thanks for listening! Follow…
4 May 2021 2 min
260 – 280