Old Mutual Wealth

Africa's largest financial services provider, Standard Bank reported a resilient 2024 half-year performance amid a challenging credit market in SA. Private Clients Research Analyst, Tasneem Samodien, discusses the results and explains why the team expect Standard Bank to continue growing earnings over the long term. 

Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth discusses Standard Bank's 2023 full-year results and its exposure to Africa, which is expected to remain a meaningful earnings driver in the long term. 

The business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth and Simon Brown, discuss the mixed economic signals in the US and the local economy and outlines our investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.

Andrew Dittberner, Chief Investment Officer at Private Clients by Old Mutual Wealth, unpacks the longevity economy in more detail and highlights some of the challenges and opportunities.

Andrew Dittberner, CIO of Private Clients by Old Mutual Wealth and Classic Business' Michael Avery talk about the Magnificent Seven and whether their valuations are justified. 

Muhammad Rayhaan Sooliman, Operations Director at Gift of the Givers, talks to Oliver Dixon of SAFM about the newly launched Old Mutual Gift of the Givers Life Fund. Developed in partnership with Old Mutual Wealth, the fund allows the investor to meet their financial goals, whilst using their investment income for humanitarian relief and development in South Africa, by donating it to Gift of the Givers Foundation. A win-win situation where investors get to secure their future and legacy, whilst doing good to support South African socio-economic development.

Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Bruce Whitfield about some of the lessons that South Africa, our government and the world can learn from the Springboks following their historic win over the All Blacks for a record fourth time and lifting the Webb Ellis trophy back-to-back. Key learnings include having a long-term plan and the right people to implement it; a simple authentic message focused on a few things that people can relate to and unite behind; strong leadership as seen from Siya, Jacques and Rassie; and giving people responsibility, empowering them and holding them accountable to deliver. 

Roland Grabe, Head of Discretionary Fund Management at Old Mutual Wealth, speaks to Simon Brown of Moneyweb about life and living annuities. He says the investment market volatility, especially in bear markets, make it difficult for retirees to live satisfactorily off their investment income. In addition, investment strategy decisions are tricky and require an investor to have a qualified financial planner to guide them through the various options to how they can mitigate risk whilst maximising investment returns.

Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Power FM about South Africa's economic heritage. He delves into the origin of the South African economic system as well as its anchors such as Anglo American, the transition from apartheid to freedom and the era of growth pre-2008, until issues like loadshedding derailed us. He also explains how to enable inclusive growth and deal with low economic growth, by building infrastructure and providing basic services in areas of need.

Mandy Dix-Peek, Head of Fiduciary at Private Clients by Old Mutual Wealth unpacks the recent changes to the Trust Property Control Act and emphasises the importance of independent, professional trusteeship. 

Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Jimmy Moyaha about the resilience of luxury goods companies despite the tough economy.  

Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Simon Brown about the team's long-term investment case for Amazon, despite the company's net loss during 2022.

Ian Ferguson, Co-Head at Old Mutual Wealth Cash and Liquidity Solutions, talks to Simon Brown of Moneyweb about the new Cash and Liquidity Solutions offering, an alternative entry point to money market-type funds with same-day liquidity and relatively high yield within a well-regulated CIS environment.

Moneyweb Radio - 5 June 2023 According to the South African Reserve Bank (SARB), local investors buying government bonds might not be able to fill the gap left by foreigners dumping government bonds as the economy weakens due to constant power cuts. Izak Odendaal, Investment Strategist at Old Mutual Wealth, shares his insights on this interesting topic.

Listen to this insightful discussion with Luke Martins, Financial Planning Coach at Old Mutual Wealth, on why investing in financial markets is the perfect side hustle to help you grow your wealth.

The investment world can be daunting at times and not having all the information and resources at your disposal can make the process difficult and frustrating. Equipping yourself with the right knowledge by understanding the stock market, investment instruments, your risk tolerance and your time horizon, and having the right resources at your disposal are important aspects of managing your own money. In this podcast Shivani Naidoo, Portfolio Manager at Old Mutual Wealth Private Client Securities discusses the steps you should take to start investing.  An investment portfolio can create a passive income as a side hustle. Let us help you get started today! For more information visit:https://www.oldmutual.co.za/wealth/hq-buildingwealth/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.Andreea Bunea, Head of Global Equity at Old Mutual Multi-Managers talks about what the landscape would look like in terms of global inflation.For more information visit:https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.Roland Gräbe, Head of Old Mutual Wealth Tailored Fund Portfolios unpacks Regulation 28, diversification and getting the most from your offshore allocation.For more information visit:https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities unpacks investing and the complex matters that go around investing.For more information visit:https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities discusses how innovation leads to sustainable growth.For more information visit:https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.Izak Odendaal, Investment Strategist at Old Mutual Multi-Managers discusses how you go about investing in a time of global crises.For more information visit:https://www.oldmutual.co.za/wealth/hq-investment/

Large technology companies are often grouped together due to their assumed similarities. However, the shortcomings of this type of broad categorisation were laid bare throughout the COVID-19 pandemic, with the difference between the best and worst performing share price in this group being more than 100% over the last two years. In this radio interview, Victor Mupunga, Senior Research Analyst at Private Client Securities explains that, with widely divergent prospects and facing different risks, it is important that investors clearly differentiate between individual companies. 

Victor Mupunga, Senior Research Analyst at Old Mutual Wealth Private Client Securities discusses RMI's financial results with Simon Brown of Moneyweb Radio. He explains why the OUTsurance business remains attractive and represents a great opportunity for investors when it lists as a standalone unit.

In this interview, Ryk van Niekerk of Moneyweb and Andrew Dittberner, CIO at Private Client Securities (PCS) discuss PCS' investment approach and offer some sage advice to investors. 

L'Oréal, leader in the global beauty and personal care market and  a holding in the PCS Global Equity Model Portfolio, recently released a strong set of annual results.  In this Moneyweb Now interview, Victor Mupunga, Senior Research Analyst at Private Client Securities, discusses L'Oréal's results and explains why Private Client Securities holds the company. 

Stephan le Roux - Financial Planning Coach at Old Mutual Wealth

Sharon Moller - Financial Planning Coach at Old Mutual Wealth

Olwethu Msanabo CFP® - Financial Planning Coach at Old Mutual Wealth

Climate change poses a myriad of risks to us humans, these risks include food insecurity, scarcity of water, on the other end flooding, infectious diseases, heat, economic losses and displacement. Tasneem Samodien, Research Analyst at Private Client Securities unpacks the path to net zero.

Semiconductor chips are the engine driving the technological transformation of the world. However, without them, there would be no machines to drive the information age. Nevertheless, today, we find ourselves in incredibly precarious positions of relying on just a handful of companies to meet the world's insatiable appetite and desire for faster, more powerful, smaller semiconductor chips. Join Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities, as he talks about the significance of this global semiconductor industry. 

Andrew Dittberner and Simon Brown discuss the animal healthcare industry and its compelling long-term investment opportunities, with a focus on Zoetis. 

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets. This is more than simply an annoyance in the case of deceased estates as complications can easily hold up processes when multiple jurisdictions are involved. In this radio interview, Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services and Classic Business' Michael Avery discuss some of the complexities when dealing with offshore estates.  

While the pandemic has crippled some industries and brought giants to their knees, well-run companies with clear and well-executed strategies have emerged from the crisis more robust. In this radio interview,  Tasneem Samodien, Research Analyst at Private Client Securities, and Classic Business' Michael Avery discuss Disney's recent solid performance. 

Olwethu Msanabo - Financial Planning Coach at Old Mutual WealthIntegrated Wealth Planning is designed to co-create a financial plan underpinned by your lifestyle and financial goals. Before it can be about money, it needs to be about you. For more information visit:https://www.oldmutual.co.za/hardquestions

Shannon Loots - Business Coach at Old Mutual WealthThere's a million reasons why your planner may not be around forever. Here's why you should start thinking about the future. For more information visit:https://www.oldmutual.co.za/hardquestions

Sharon Moller - Financial Planning Coach at Old Mutual WealthWe believe that true wealth is about more than just money; it's about living the life you desire. A financial planner can partner with you to make the right choices.For more information visit:https://www.oldmutual.co.za/hardquestions

Yvonne Kilian - Financial Planning Coach at Old Mutual WealthOur personal experiences influence the choices we make when investing. How do you and your planner move beyond these biases to unlock your full wealth potential?For more information visit: https://www.oldmutual.co.za/hardquestions

This year, interest rates in most developed economies fell to zero, and in some cases, below zero. In this Market Matters Podcast, Ameer Amod, Head of Absolute and Fixed Interest at Old Mutual Multi-Managers, discusses the interest rate trajectory over the course of 2020 and how this has affected the bond market. He also looks at why it's imperative to take a long-term view when it comes to investing and what the outlook for the future could be. For more information visit www.ommultimanagers.co.za

2020 has been a challenging year for local property. In this Market Matters Podcast,  Nosibusiso (Busi) Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers, shares her insights on how the local listed property sector compares to the global landscape, from a diversification perspective. She also discusses what the future holds for this sector and the benefits for investors who are prepared to exercise patience as they await a recovery. For more information visit www.ommultimanagers.co.za

One of the most important lessons 2020 has taught us is that diversification remains an investors best defense against various market cycles. In this Market Matters Podcast Stephen Brierley, Head of Retail at Old Mutual Multi-Managers discusses the power of diversification by selecting the right mix of securities, asset classes, regions and fund managers to match the profile and goals of each investor. As the future is inherently uncertain, diversification means not taking a bet on a single outcome, but rather preparing for the fact that things can turn out differently to how we might imagine. For more information visit www.ommultimanagers.co.za

Covid-19 has required Fund Managers to adjust their sails and take a different approach to how they think about markets and in particular, how they position their portfolios. In this Market Matters Podcast @Michael Dodd, Head of Equity at Old Mutual Multi-Managers, discusses the performance of the South African equity market amidst Covid-19 and how we've faired against the global market. He also provides insight into what we can expect from markets in 2021. For more information visit www.ommultimanagers.co.za

Ian Fraser sits down with Kelly de Kock,  Chief Operating Officer for Old Mutual Wealth Private Client Securities, Treasury and Advisory Services, and  Fiduciary Services, as well as Old Mutual International, to celebrate women. They delve into the new way of thinking about women in leadership roles, and the importance of diversity in the workplace. Kelly also talks about:Addressing the impact of gender-based violenceThe damaging effects of unconscious bias and how men can help change this

In celebration of Women's Month, Ian Fraser sits down with Pat Magadla, a Senior Business Development Manager at the Old Mutual Investment Group to discuss the importance of gender equality in South Africa, especially in the workplace.In this inspiring talk to encourage the next generation of leaders, Pat touches on the impact of gender-based violence in South Africa and shares her views on women's empowerment. She also delves into: The benefits of diversity in the workplace, especially in leadership rolesHow organisations can better promote gender equality