Old Mutual Investment Group

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.Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

Highlights:  • Credit spreads are tightening—even as risk rises  • What's driving demand in a weak-growth environment  • How auction dynamics and bank guidance skew pricing  • Fair value vs. mark-to-market: Why it matters to investors  • Intengo's approach to building better fair value models  Thanks for listening! Follow us on Linkedin.

Highlights: • Credit spreads are tightening—even as risk rises • What's driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo's approach to building better fair value models Thanks for listening! Follow us on Linkedin.

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.

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.

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.

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.

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. Thanks for listening! Follow us on Linkedin.

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.Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

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.Thanks for listening! Follow us on Linkedin.

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.Thanks for listening! Follow us on Linkedin.

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what's shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie.   

Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what's shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie.  

As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence. ✔️ The impact of interest rates on portfolio positioning. ✔️ China's economic revival and the influence of the US under Trump's administration. ✔️ Opportunities in emerging markets versus developed markets. ✔️ Key South African sectors to watch. ✔️ The role of technology and sustainability in shaping investment strategies. Thanks for listening! Follow us on Linkedin.

As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence.✔️ The impact of interest rates on portfolio positioning.✔️ China's economic revival and the influence of the US under Trump's administration.✔️ Opportunities in emerging markets versus developed markets.✔️ Key South African sectors to watch.✔️ The role of technology and sustainability in shaping investment strategies.Thanks for listening! Follow us on Linkedin.

 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.  Thanks for listening! Follow us on Linkedin.

 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. Thanks for listening! Follow us on Linkedin.

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:

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:

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.Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

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.   Thanks for listening! Follow us on Linkedin.

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.  Thanks for listening! Follow us on Linkedin.

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.  Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

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.Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

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. Thanks for listening! Follow us on Linkedin.

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.  Thanks for listening! Follow us on Linkedin.

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

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