Old Mutual Investment Group
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Episodes of Old Mutual Investment Group
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In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return.Thanks fo
In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, dr
Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables
In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections.Thanks for listen
Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination.Thanks for listening! Follow us on Linkedin.
Thanks for listening! Follow us on Linkedin.
In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst trans
Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with
Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opp
In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for
In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opp
OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.Tha
This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discussion w
In the second podcast in the Investment Alchemy series with Moneyweb, OMIG listed property portfolio manager Evan Robins shares his views on why domestic listed property, compared to other asset classes, might not be as bad as previously though
In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics. Have our latest investment-related podcasts sent direc
In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African
On the recent The Money Show, Arthur Karas delved into the intricate dynamics of the JSE and the current economic landscape. Arthur shared insights on the challenges and opportunities we face between the inevitable decline in interest rates and
In this podcast Peter Brooke discusses a transformative development—Cameroon's launch of the first-ever mass malaria vaccination programme. He sheds light on the journey from the vaccine's inception to its recent deployment, emphasising its pot
Over time, the impact of high liquidity and trend-following funds has resulted in markets being fast-paced but often going nowhere. A stock can crash during a particular quarter and recover at the same percentage the very next quarter. For this
In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US mark
It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourt
Peter Brooke, on this week’s The Money Show, delves into the recent shifts in market dynamics. He discusses the nuanced changes in the US Fed's stance, the SARB’s outlook on interest rates, and the intriguing landscape of the gaming industry. P
In his final podcast for 2023, Peter Brook shares insights from the HSBC South African Macro Conference. Highlights include government's openness and expertise, Cyril Ramaphosa's positive role in creating pockets of excellence, and surprising d
Arthur Karas, on 702’s The Money Show this week, delves into the twists and turns in today's financial landscape. From the JSE's surprising rebound to the impact of global inflation on market trends, this interview is a must-listen for anyone n
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