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
300 – 320

The Financial Industry's Role in Regenerating Our Economy

Janina Slawski discussed the importance of green growth in regenerating the South African economy. To attract sufficient capital to execute the infrastructure build needed to do this, requires developing investment vehicles, like green bonds, that are more liquid and can be more readily traded. If we can make investing in…
25 Jan 2021 8 min

Building Future-fit Portfolios towards a greener economy and long-term system resilience

Brenton Lalu believes that building future-fit portfolios requires diversification and incorporating ESG principles, while also delivering to social and financial mandates. Taking this approach will create portfolios with better resilience to withstand ever-changing investment environments and protect against the short-term shocks. However, the measurement gap remains a risk to future-fit…
25 Jan 2021 11 min

Justice not Justification

Monique Mathy-Graaf emphasises the importance of bringing the impact of an investment into equal consideration with risk and return - and, in doing so, balancing growing wealth today with better outcomes tomorrow. This requires stewarding capital through a lens of long-term justice and not simply responding to the latest justifications…
25 Jan 2021 13 min

Exploring impact metrics for the South African Listed Equity Markets

Jon Duncan discussed how a focus on short-term investment returns has overshadowed the importance of pursuing returns that build long-term ecosystem resilience. Increasingly, investors are realising the tremendous scope for South African listed markets to play a more significant role in driving impact investing - in particular, for asset owners…
25 Jan 2021 7 min

The Asset Manager of Tomorrow

Khaya Gobodo speaks to the fact that responsible investing has become central to the asset management industry. Clients no longer focus only on return outcomes, but want to know that their capital is also having a positive and meaningful impact on the society they live in. However, to make the…
22 Jan 2021 11 min

Macro Perspective 50/2020 | Themes for next year | Peter Brooke

Fund Manager, Peter Brooke, shares his weekly perspectives, this time on his team’s key investment ideas and strategic asset allocation, focusing on how the macro-environment is influencing investment decisions over the short, medium and long-term.  Thanks for listening! Follow us on Linkedin.
8 Dec 2020 2 min

Macro Perspective 48/2020 | Bottom-up investment perspectives | Peter Brooke

Portfolio Manager, Peter Brooke, shares the investment appeal of applying bottom-up solutions in the key ability to allocate hybrid instruments. Investors need to have access to all tools in building integrated strategies and he sees this as an opportunity to benefit clients. In addition to finding convertible bonds very attractive…
24 Nov 2020 3 min

Market reactions to vaccine developments - MacroSolutions Perspectives

Portfolio Manager, Peter Brooke, shares market insights on reactions to vaccine developments with some significant moves in most equity markets up by more than 10% month-to-date. The recovery in absolute returns is in line with his view to spend cash in buying shares focusing on value style investing in positioning…
17 Nov 2020 3 min
300 – 320