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
160 – 180

Macro Perspectives 38 | Post-Covid capacity struggling to keep up with world economy

Portfolio Manager, Peter Brooke, shares his latest Perspectives, unpacking his ongoing experience of the UK market and his observation of how reduced supply – based on post-Covid capacity that can’t keep up – continues to drive up inflation. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here…
20 Sep 2022 2 min

Macro Perspectives 37 | UK market’s toxic macro environment

Portfolio Manager, Peter Brooke, shares his latest weekly perspective, with a bearish view on the UK economy, considering the toxic mix of higher house prices, low unemployment and higher government spending that the country is currently facing. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks…
13 Sep 2022 2 min

Macro Perspectives 34 | The currency conundrum and where to go on holiday from SA

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, this week looking at global currencies through the lens of seeking the best country to holiday outside of SA currently. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
23 Aug 2022 3 min

Macro Perspectives 33 | Analysing the tentative emergence of rate cuts

Peter Brooke shares his latest macro perspectives, this week analysing the rationale for recent rate cuts in China and the investment opportunities that this environment is creating. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
16 Aug 2022 2 min

Macro Perspectives 31 | Rising interest rates and what this means for investors

Portfolio Manager, Peter Brooke, discusses rising interest rates around the world recently, with SA being better protected than many emerging market peers and SA bonds looking more promising in this environment. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.
2 Aug 2022 3 min

Invest with Perspective | Q2 2022 Market Update

The latest Perspectives update from Portfolio Manager Siboniso Nxumalo provides a look back at the quarter, as well as its market performance drivers, our own funds’ performance, and what to expect from the investment road ahead amid steadily rising inflation and interest rates. Thanks for listening! Follow us on Linkedin.
25 Jul 2022 10 min
160 – 180