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
280 – 300

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…
19 Apr 2021 1 hr 05 min

Macro Perspective 9/2021 | Market highlights and rotation

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on recent market performance highlights with a rotation from expensive to cheap shares in the last month.  Thanks for listening! Follow us on Linkedin.
3 Mar 2021 3 min

Macro Perspective 8/2021 | Hope and good news in this year’s Budget

Portfolio Manager, Peter Brooke, unpacks his views on the ‘good news’ Budget, considering the improved Budget deficit and focus on expense control. He also highlights the hugely important and surprising corporate tax rate cut, signaling to the world that SA is open for business – which, if the proposal comes…
25 Feb 2021 2 min

Macro Perspective 7/2021 | Pent up demand and market activity

Fund manager, Peter Brooke, shares his weekly perspectives, this time on the pent-up demand for social activity and positive market conditions anticipated in the next 12 months for those companies that have survived COVID-19.  Thanks for listening! Follow us on Linkedin.
16 Feb 2021 3 min

Protecting your impact through climate resilience and adaptation

Dean Alborough talks to the effects of climate change on impact investments - and the need for businesses to be resilient to disruptive events and be able to adapt. This will not only protect the investment’s return potential, but also its positive social and environmental impact outcomes. Thanks for listening!…
28 Jan 2021 9 min

Avoiding the resilience trap: Bringing resilience into strategy

Scott Nadler explains why resilience is necessary but not sufficient. Resilience is about getting through an event, while adaptation is realising that you can’t go back to business as usual. For an organisation to thrive, leadership needs to be open and attentive to change, and adapt accordingly. Thanks for listening!…
28 Jan 2021 14 min
280 – 300