US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. 

Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal of equity gains. 

South Africa’s growth prospects remain vulnerable to various factors, but we remain cautiously optimistic about the improving outlook. 

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For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show,  where he unpacked the following key issues:
📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase.
📊 Boxer listing: A promising new market entrant valued at R54/share, showcasing robust growth potential.
🏥 Netcare's resilience: Operating profit up by 12.6%, but higher interest rates remain a challenge.
⛏ Barloworld's struggles: Declines in equipment sales highlight challenges in the mining sector.
🐟 Oceana's gains: A bright spot with profits up 9.5%.

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Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers:  

• Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief.
• Global oil prices: Supply concerns due to US production disruptions and potential sanctions on Iran and Venezuela have increased pressure on oil prices.

Siya explains how these factors may influence South African markets and what to keep an eye on in the coming weeks. Tune in for a recap of this week’s global and local market dynamics.

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In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.  

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.  

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Listen to Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he shares valuable insights into the US election’s influence on markets, China’s economic actions, and how global events could impact South African investors. Listen now to gain perspectives on how these dynamics are shaping the investment landscape. 

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In this quick take, Portfolio Manager Jason Swartz highlights the Medium-Term Budget Policy Statement’s key takeaways. From critical infrastructure funding and support for Transnet to conservative yet realistic fiscal planning, Jason breaks down what these updates mean for South Africa’s financial markets.

Listen in for insights on where growth opportunities lie and how markets reacted to the announcement.

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Our National Sales Manager Hennie Grové discussed a range of topics with CIO Siboniso Nxumalo, one of them the launch of the Two-Pot System, which is expected to boost the retail sector, but preliminary numbers show that it has not yet had a significant impact. They also talk about our funds performing well in the previous quarter, most in the second quartile, benefitting from South Africa and losing slightly from resources.

As markets continue to be volatile, diversification remains the best strategy. 

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Portfolio Manager Jason Swartz, in conversation with Refilwe Moloto on Kaya FM, shared insights on the prospects for South African investments.

📈 He highlighted that, despite recent market fluctuations, local stocks are showing strong performance, driven by positive domestic developments and growing investor confidence. However, he stressed the importance of increasing foreign interest to maintain this positive momentum.

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In this episode of The Money Show, Portfolio Manager Peter Brooke talks about the surprising strength of the rand and JSE, driven by key economic indicators and market sentiment. He highlights the positive outlook for South Africa’s platinum miners and explains how a government of national unity is boosting market confidence. Plus, a look ahead at potential trends over the next 12-18 months. 

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🎧 Listen in as Robert Lewenson, our Head of Responsible Investment, shares the key highlights of our 2024 Responsible Investment Report. This report showcases our unwavering commitment to sustainability and driving positive change within the industry. 

This year’s edition offers fresh insights into how we are integrating sustainability into our investment processes and decision-making frameworks. 🎯

🔗 Dive into the full report here.

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