Old Mutual Investment Group

Old Mutual Investment Group

By Old MutualBusiness
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Old Mutual Investment Group episodes

  • Geopolitics impacting the investment landscape
    In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain resilient, disciplined, and focused on long‑term outcomes.

    Listen now.

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    10 min
  • Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
    🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think.

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    17 min
  • 📢The Money Show with Peter Brooke
    In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️ 

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    4 min
  • The Money Show market update with Investment Analyst Siya Mbatha
    📌 Premier Group

    Expected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy

    📌 Raubex

    Earnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is promising but poses cash flow challenges

    📌 Gold Fields

    Share price down 5% after Gruyere Gold Mine offer rejectedConcerns over overpaying at elevated gold pricesInvestors cautious about large-scale M&A activity at the top of the cycle 

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    5 min
  • 🎙 Market update: Banking and mining in focus
    Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects.Transnet’s rail performance – Notable improvements have strengthened South Africa’s mining outlook.

    🎧 Head of Responsible Investment Research Tana Mongwe unpacks these key developments.

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    4 min
  • 🔊SA Budget update: What investors need to know
    The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted?

    Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook:

    -      The revised VAT proposal and its implications

    -      South Africa’s fiscal outlook and debt stabilisation efforts

    -      Market reactions and investor sentiment

     Tune in now.

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    5 min
  • 🎙 Market Update with Siboniso Nxumalo
    Key takeaways from The Money Show:

    ✅ Santam: Strong recovery post-COVID; net income up 51%.
    ✅ Aspen: New contracts and higher margins drive a 12% share price jump.
    ✅ Bidvest: Diversified results – international growth offsets local economic challenges.

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    6 min
  • 🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
    Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

    Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?The big picture: What these moves signal for South Africa’s market outlook.

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    6 min
  • 📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan
    📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data.

    🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics.

    🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty.

    🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest in Chinese tech.

    ⚖️ Political developments: SA’s budget speech delay and load shedding underscored ongoing risks, though the rand remained stable.

    🎯 Investment takeaway: Market uncertainty and regional divergence highlight the importance of risk management.

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    4 min

About Old Mutual Investment Group

From the publisher's feed

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.

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