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
1 – 20

Geopolitics impacting the investment landscape

In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain resilient, disciplined, and focused on long‑term outcomes. Listen now. Thanks for listening! Follow…
26 Mar 9 min

🎙 Auction dynamics fuel credit spread tightening in the local debt capital market

Highlights:  • Credit spreads are tightening—even as risk rises  • What’s driving demand in a weak-growth environment  • How auction dynamics and bank guidance skew pricing  • Fair value vs. mark-to-market: Why it matters to investors  • Intengo’s approach to building better fair value models  Thanks for listening! Follow us…
29 May 2025 46 min

Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status

🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the…
10 Apr 2025 16 min

📢The Money Show with Peter Brooke

In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on…
4 Apr 2025 3 min

The Money Show market update with Investment Analyst Siya Mbatha

📌 Premier Group Expected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy 📌 Raubex Earnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is promising but poses cash flow challenges 📌 Gold Fields Share price…
25 Mar 2025 4 min

🎙 Market update: Banking and mining in focus

Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects.Transnet’s rail performance – Notable improvements have strengthened South…
18 Mar 2025 3 min

🔊SA Budget update: What investors need to know

The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted? Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook: - …
13 Mar 2025 4 min

🎙 Market Update with Siboniso Nxumalo

Key takeaways from The Money Show: ✅ Santam: Strong recovery post-COVID; net income up 51%. ✅ Aspen: New contracts and higher margins drive a 12% share price jump. ✅ Bidvest: Diversified results – international growth offsets local economic challenges. Thanks for listening! Follow us on Linkedin.
5 Mar 2025 5 min

🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What’s the right valuation for food delivery? The market still debates whether…
5 Mar 2025 5 min

📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan

📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data. 🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics. 🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven…
27 Feb 2025 3 min

🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: 📉 Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability. 🚚 What’s the right valuation for food delivery? The market…
26 Feb 2025 5 min

📊 Budget 2025 Postponed – What this means for SA

🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈. 🔑 Key takeaways: 💰 The budget was delayed due to disagreements over a potential…
20 Feb 2025 5 min

📊 Market Insights with Arthur Karas

🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates: 💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices. 🏗️ Afrimat’s diversified…
18 Feb 2025 3 min

📊 Market Insights with Peter Brooke

🎧 On The Money Show, Portfolio Manager Peter Brooke shared key market updates: 📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth. 🌍 Leadership moves – Capitec &…
11 Feb 2025 5 min

📢 Global Market Insights with Reza Fakie 🎧

Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie.   🔹 US and China led global returns in 2024  🔹 Large caps, momentum,…
6 Feb 2025 4 min

What investors need to keep an eye on in 2025 | Quarterly Market Update

As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence. ✔️ The impact of interest rates on portfolio positioning. ✔️…
5 Feb 2025 20 min

📈Navigating Market Volatility

🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market…
9 Jan 2025 4 min

Market update with Investment Analyst Sehrish Khan 📈

 US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets.  Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed…
5 Dec 2024 4 min

The Money Show | A balanced perspective on South Africa’s economic transition

For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show,  where he unpacked the following key issues: 📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase. 📊 Boxer listing: A promising new…
26 Nov 2024 4 min

Market Insights: Donald Trump’s win, rand volatility, and oil price movements

Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers:   Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief.Global oil prices:…
14 Nov 2024 2 min
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