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
320 – 337

Investment Perspectives on the 2020 MTBPS

Peter Brooke shares his perspective on fiscal credibility in South Africa post the 2020 Medium-Term Budget Policy Statement. Some good news included zero tax increases and a further relaxation on exchange controls. Thanks for listening! Follow us on Linkedin.
3 Nov 2020 3 min

Fund Manager, Tracy Brodziak gives her take on latest market news

Tracy Brodziak discusses the contribution of the financial sector to the overall positive day for markets yesterday, the ongoing market uncertainty due to the economic impact of Covid-19, improving data coming out of the market, particularly from China, and the need for returning confidence to ensure a global and local…
20 Oct 2020 6 min

Valuation Trends in the UK Market - MacroSolutions Perspectives

Peter Brooke shares tech sector and country valuation trends out of the UK market. Noting the sector mix in the UK market comprising mostly of old economy banks and energy, with South Africa including the likes of Naspers in the mix.  Denmark has grown from 1% to 4% of the…
22 Sep 2020 3 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…
22 Sep 2020 3 min
320 – 337