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Old Mutual Investment Group

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Stay up to date with the latest investment news from Old Mutual Investment Group.
296 Episodes
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In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. Foreign investors are eyeing unique growth opportunities in smaller companies. Brooke emphasises the importance of understanding these dynamics to make informed investment decisions.Thanks for listening! Follow us on Linkedin.
In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections.Thanks for listening! Follow us on Linkedin.
Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination.Thanks for listening! Follow us on Linkedin.
Thanks for listening! Follow us on Linkedin.
In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst transitions and growing debt. Explore the performance of AECI, Altron, and others in the face of market challenges. Discover why Brooke suggests lower rates are crucial to alleviate financial pressures.Thanks for listening! Follow us on Linkedin.
Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with expert analysis from Peter Brooke. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opportunities shaping today's investment landscape. Thanks for listening! Follow us on Linkedin.
In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opportunity" – a sentiment echoed in today's investment landscape.Thanks for listening! Follow us on Linkedin.
OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.Thanks for listening! Follow us on Linkedin.
This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discussion with Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, on the importance of education and how Old Mutual contributes to making saving and investing easier. He also explains how financial literacy and education contribute to South Africa’s economic environment.Thanks for listening! Follow us on Linkedin.
In the second podcast in the Investment Alchemy series with Moneyweb, OMIG listed property portfolio manager Evan Robins shares his views on why domestic listed property, compared to other asset classes, might not be as bad as previously thought.Thanks for listening! Follow us on Linkedin.
In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global environment. In examining the retail sector's ability to weather economic challenges, in a fragile economic environment, she emphasised the significance of timing and scale in potential interest rate cuts by the SARB.Thanks for listening! Follow us on Linkedin.
On the recent The Money Show, Arthur Karas delved into the intricate dynamics of the JSE and the current economic landscape. Arthur shared insights on the challenges and opportunities we face between the inevitable decline in interest rates and the anticipation of a revitalised China. Touching on the resilience of companies amid economic uncertainties, he discussed the importance of patience and the quest for strong profit growth in today's challenging environment. Thanks for listening! Follow us on Linkedin.
In this podcast Peter Brooke discusses a transformative development—Cameroon's launch of the first-ever mass malaria vaccination programme. He sheds light on the journey from the vaccine's inception to its recent deployment, emphasising its potential impact on both human health and the economic landscape. Peter's analysis, inspired by Jared Diamond's "Guns, Germs, and Steel," highlights the positive ripple effect on long-term growth potential in Africa.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Over time, the impact of high liquidity and trend-following funds has resulted in markets being fast-paced but often going nowhere. A stock can crash during a particular quarter and recover at the same percentage the very next quarter. For this reason, investors need to be patient, ignore the noise, and think long-term. In this first podcast for 2024, Peter Brooke discusses the importance of looking beyond short-term issues, touching on interest rates, economic growth, and election views.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven," and the potential risks and rewards of investing in both regions.The perspective on South Africa's market, including its global contributors and the opportunities presented by undervalued stocks, challenges conventional wisdom, making this a must-listen for investors looking for a unique insight.Thanks for listening! Follow us on Linkedin.
It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourth quarter, things have somewhat shifted as there is less “good news” going around. And with 2024 being a heavy election year, politics are expected to dominate the markets and with that comes uncertainty. Thanks for listening! Follow us on Linkedin.
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