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Stay up to date with the latest investment news from Old Mutual Investment Group.
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Peter Brooke unpacks recent market activity, with both local and global markets looking calmer this week than the turbulent period we saw last week, which was driven by concerns around a global banking crisis.Thanks for listening! Follow us on Linkedin.
Portfolio Manager Peter Brooke explains why he doesn’t believe that history will be repeated following the failure of Silicon Valley Bank, and that concerns over another global financial crisis are unjustified. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Neelash Hansjee unpacks the ongoing global banking rout following the implosion of Silicon Valley Bank (SBV) last week, as well as the implications for local banks.Thanks for listening! Follow us on Linkedin.
In his latest Macro Perspectives podcast, Peter Brooke discusses the contents of recently published book ‘The Powerful and the Damned’ by ex-Financial Times editor Lionel Barber, which highlights how little we can see into the future.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Neelash Hansjee discusses this week’s stellar results from Bidvest that surprised the market, as well as performance from RCL – including its plans to offload its poultry and logistics businesses – and AVI.Thanks for listening! Follow us on Linkedin.
In his latest Macro Perspectives, Peter Brooke dissects the eventful news week last week, following a market-friendly Budget, SA’s greylisting and the revelations by Andre de Ruyter of entrenched corruption syndicates operating within Eskom.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Meryl Pick, discusses a recovery day in the markets yesterday, led by rand hedge stocks, as well as opportunities in the retail sector that could be created by Government’s solar energy tax incentives.Thanks for listening! Follow us on Linkedin.
Peter Brooke breaks down latest market performance, with Mpact results illustrating the energy production opportunity for the private sector, as well as Anglo American Platinum and the question mark around future commodities-driven revenue for the fiscus.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Arthur Karas, covers the positive day in the markets yesterday, despite Moody’s expressing concern over SA’s energy woes and the currency falling in response. Thanks for listening! Follow us on Linkedin.
In his latest Macro Perspectives, Peter Brooke covers the opportunities created by migrant labour in the UAE and the opportunity costs to economies such as Russia, the UK and SA, who are losing human capital.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Neelash Hansjee, takes a closer look at US employment data released this week, the direction of the dollar and US geopolitics, as well as performance out of the local resources sector.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, discussing the Saudi Arabian growth story, as it seeks to unlock R1 trillion of investment and makes progress in the inclusion of women in the economy.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Siboniso Nxumalo covers the somewhat quieter market activity that started out the week, as investors await the Fed’s decision on US interest rates due later this week.Thanks for listening! Follow us on Linkedin.
Senior Portfolio Manager, Siboniso Nxumalo shares his views on the last quarter of 2022, while also reflecting on the year as a whole and unpacking his portfolio’s positioning and performance.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Meryl Pick, discusses the latest outlook for US inflation and its impact on SA’s rate hiking cycle, markets, local companies and economic growth.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Peter Brooke, discusses the slightly flatter market yesterday, amid a strong start to the New Year, as well as expectations around a global recession, inflation and valuations for the year.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, unpacking why he believes 2023 will bring better news for markets after a challenging environment during 2022.Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.Thanks for listening! Follow us on Linkedin.
Portfolio Manager, Peter Brooke, unpacks the market reaction to the ANC’s elective conference results announced yesterday, as well as the news of Woolworths selling David Jones.Thanks for listening! Follow us on Linkedin.
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