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
80 – 100

Macro Perspective 39 | Current macroeconomic and market conditions

In this podcast, Peter Brooke, discusses the current macroeconomic and market conditions, highlighting the challenges posed by rising interest rates, high oil prices, and weaker economic data, particularly in the Eurozone. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
26 Sep 2023 3 min

The Money Show | Reflecting on markets

What made top of the news yesterday was the Bob van Dijk stepping down as CEO of Naspers and Mondi finally selling off the last of its Russian operations. Our CIO, Siboniso Nxumalo, was on 702's Money Show sharing his views on these and other market-related topics.   Thanks for…
19 Sep 2023 6 min

Macro Perspective 38 | Investing in uranium

There are several positive themes driving investment in the uranium industry, the most important being the green energy transition followed by multipolarity. Peter Brooke delves into the compelling case for uranium investment. He talks about the outlook and supply issues concerning this commodity.   Listen to the full podcast for…
19 Sep 2023 2 min

The Money Show | Views on Market Performance and Key Financial Results

This week on 702’s The Money Show, Arthur Karas talked about mining stocks, currency trends, the performance of specific companies, and provided insights into the current economic landscape. Markets have experienced a 1% decline for the month, while mining stocks saw some rebound due to several factors. Prosus and Naspers…
12 Sep 2023 5 min

Macro Perspective 37 | South Africa's changing investment landscape

In this podcast, Peter Brooke discusses the quarterly unit trust statistics for Q2 2023 in South Africa and reflects on the changes in the country's savings industry over the years. Looking back 20 years ago, he notes that the industry has grown significantly, with total assets now reaching R3.4 trillion,…
12 Sep 2023 4 min

JSE's Labour Day rally and South African market insights

On 702 Money Show this week Peter Brooke discussed the influence of ongoing stimulus measures in China, the ripple effect on mining sectors, and the South African market's unique challenges, including the impact of load-shedding on food manufacturing companies. Additionally, Peter touched on the South African rand's fluctuation and its…
6 Sep 2023 4 min

The Money Show | Recent Market Trends

Siboniso Nxumalo was on the 702 Money Show discussing the resources’ recent bounce back, after being under immense pressure this year, especially when looking at the platinum group metals. He also shared his views on the Italtile results, which came out weak. They reported a profit decline of 15%. Thanks…
29 Aug 2023 4 min

Macro Perspective 35 | News flow adding weight to our investment themes

In this week’s podcast, Peter Brooke talks about the recent news flow that is adding weight to many of our investment themes. First is South Africa’s inflation, which came out better than the consensus at 4.7%, adding to the view that rate cuts could be the next big theme to…
29 Aug 2023 4 min

The Money Show Interview | Market Insights

Meryl Pick delves into the recent market dynamics, including the recovery bounce on the JSE after a series of challenging days and the complex interplay of global commodities. With a focus on China's growth trajectory, Meryl offers insights into the challenges faced by regulators and the potential impact on the…
22 Aug 2023 7 min

The Money Show | Many businesses face challenges in the current economic climate

Siboniso Nxumalo, provides valuable insights into Sasol's situation given its underwhelming performance. The discussion delves into whether Sasol's struggles are indicative of broader trends within the market, highlighting the challenges many businesses face in the current economic climate. The conversation expands to compare the performance of South African companies with…
15 Aug 2023 9 min

The Money Show interview | There is a potential for a resources super-cycle

While the short term points to a soggy patch in terms of global resource demand, Peter Brooke is bullish on mineral demand around the world in the long term. In three to five years, there is the potential for a resources super-cycle driven by de-carbonisation and higher inflation. The mining…
11 Aug 2023 9 min

The Money Show interview | A rollercoaster ride with ups and downs

Arthur Karas sheds light on the recent market fluctuations and the challenges faced by prominent companies like Telkom and MTN, which are standing in stark contrast with one another. While MTN has found new growth paths but faces challenges from a devalued Naira impacting costs, Telkom seeks to carve its…
1 Aug 2023 4 min

The Money Show interview | The US bear market is over

Despite a steep interest rate cycle in the US, the current rally seems to be defying gravity and monetary policy tightening. The market's response has been counterintuitive. Meryl Pick raises an essential point about this rally, which might be driven by anticipation of an economic recovery and potential rate cuts…
25 Jul 2023 6 min

The Money Show interview | Challenging assumptions, considering potentials

The market witnessed an interesting twist as China's underperformance took centre stage. Arthur Karas sheds light on the market activity, highlighting two significant factors. Firstly, Chinese numbers showed impressive growth. Conversely, the luxury goods giant, Richemont, delivered underwhelming results, leaving investors questioning whether we are at the peak of the…
18 Jul 2023 10 min

Weekly Money Show interview | The global world is slowing

Siboniso Nxumalo touches on Telkom’s clear and decisive strategy that has seen the underlying fundamental performance of Telkom improving. It recognised that the assets aren't the old telephone lines but infrastructure. He also talks to the global cycle down; what it means for markets and why we’re seeing the slowdown. …
11 Jul 2023 8 min
80 – 100