Portfolio Manager, Siboniso Nxumalo, discusses the curious move by Sabvest, announced this week, of repatriating offshore funds to invest locally, and the question of investment opportunity in SA currently amid growing negativity regarding local prospects.

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk.

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Portfolio Manager, Arthur Karas, discusses the calming of local and global markets this week, as panic subsides around President Ramaphosa’s impending resignation and optimism returns concerning a potential reopening in China.

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Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector.

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Portfolio Manager, Meryl Pick discusses the latest market news, focusing on Barloworld this week, including their plans for Avis, as well as PPC and its efforts to reduce its debt.

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This week’s podcast features Peter Brooke in discussion with Head of Stewardship, Nicole Martens, on COP27 and how OMIG is engaging its investee companies to transition to more sustainable and inclusive ways of doing business.

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Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally.

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Portfolio Manager, Siboniso Nxumalo, unpacks recent results from Vodacom and the resilience of the company and others like it, despite adverse conditions in the local environment.

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Portfolio Manager, Peter Brooke, discusses how the market managed to hold its ground starting out the week, led by news out of China, as well as covering performance from Raubex 

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Portfolio Manager, Arthur Karas, discusses the strong start for markets this week, driven by Naspers/Prosus, as well as reports of Tesla buying a stake in Glencore and the rush for clean energy minerals.

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