Stay up to date with the latest investment news from Old Mutual Investment Group.
Portfolio Manager, Arthur Karas, unpacks the sustainability of the health of SA’s current account, as well as latest performance from Bidvest, RCL, AVI and Capitec. Thanks for listening! Follow us on Linkedin .
Portfolio manager, Peter Brooke, shares his weekly perspectives, this week on the August performance numbers of notable funds in the South African context that are positioned for increased equity and company share exposure. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo and Bruce Whitfield contemplate the future value of Bitcoin off the back of billionaire investor, John Paulson’s views, as well as stronger rand and bond performance, and Supergroup and Sun International results. Thanks for listening! Follow us on Linkedin .
After an increasingly rare positive day on the JSE yesterday, Portfolio Manager, Meryl Pick, discusses identifying the overall trends driving the markets, as well as the sale of Massmart’s food division to Shoprite and latest performance from Bidvest, Murray and Roberts and Naspers. Thanks for listening! Follow us on Linkedin .
Portfolio manager, Peter Brooke, shares his weekly perspectives, sharing the importance of quality decision making in fund management as investors and clients navigate volatile markets. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his views on Sasol’s latest results and the role of ESG investing, as well as the challenge in finding opportunity as the market reaches a higher base level, and the selling down of Naspers following the share swap deal with Prosus. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, on the recent cabinet reshuffle and the way forward for policy continuity led by the new finance minister in rebuilding for the new economy. Thanks for listening! Follow us on Linkedin .
Following another flat day for the JSE yesterday, Portfolio Manager, Meryl Pick, discusses the search for pockets of performance within this tepid environment; as well as the MTN share price compared to Vodacom and the implications of current negative economic data in response to recent civil unrest and broader structural issues plaguing the country. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is an investment risk management view of the recent corporate developments at Naspers following a significant drop in short-term market share. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Siboniso Nxumalo, shares his debut quarterly market perspectives, unpacking investment performance, fund positioning as well as key global and local themes at play. Thanks for listening! Follow us on Linkedin .
Following the JSE closing flat yesterday, Portfolio Manager, Arthur Karas, discusses the market impact of Chinese regulatory tightening to limit the dominance and influence of companies across a number of sectors, as well as the damage that regular lockdown restrictions continue to inflict on the liquor sector. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is an investment note on Covid, the global vaccination rate and what the pause in trade reopening means for market recovery. Thanks for listening! Follow us on Linkedin .
Against a backdrop of poor global market performance this week, Portfolio Manager, Siboniso Nxumalo, unpacks how continuing Covid-19 challenges are concerning markets, as infections keep rising despite vaccine rollouts. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week a rational viewpoint of the current political developments unfolding in South Africa. Broadly, market reaction is relatively muted with no signs of panic selling. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, discusses the impact of this week’s national unrest on the markets and currency with Bruce Whitfield, and what the chaos says about the structural challenges facing South Africa. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Arthur Karas, talks latest market news on The Money Show, including Naspers and S&P500 performance, local market performers, and the impact of a possible extension of the current lockdown on the SA economy. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is a summary of the long-term investment themes and global risks that outline fund positioning and capital allocation for clients into the future. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week applying an investment lens to historical leadership patterns across markets and why South Africa’s constitution remains strong. Thanks for listening! Follow us on Linkedin .
As Government’s Level 4 lockdown measures played havoc with retail, entertainment, hospitality and property stocks, Portfolio Manager, Meryl Pick, discusses the Covid third wave implications and finding market opportunities in this environment. Thanks for listening! Follow us on Linkedin .
In his latest weekly Perspectives note, Peter Brooke discusses how the lack of funds in the fiscus is creating private investment opportunities, as seen in the recent announcements on SAA and energy generation. Thanks for listening! Follow us on Linkedin .
With the Fed turning hawkish last week, Peter Brooke discusses the drivers of a dip in local equities, as well as the US Treasury rate, Prosus and Naspers’ results, and their share swap plans. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on South Africa’s potential as an investment destination on the back of recent positive economic data and announcements from the presidency. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses the market activity dominating the start of the week, including a dip in the rand; stronger performance from the SA insurance, retail and banking sectors; the sale of Alexander Forbes’s retail life business; and the Prosus cross selling deal. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the biannual themes process that answers critical questions around the global recovery, inflation and employment in the evolving global cycle and investment landscape. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo shares insights on the lacklustre market performance yesterday – other than surprisingly strong rand hedge stocks despite a strong rand environment – and discusses the listing of AngloAmerican’s coal business, Thungela Resources. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on how geopolitics and environmental, social and governance (ESG) matters intersect in the world of investments. Thanks for listening! Follow us on Linkedin .
Meryl Pick looks the surge of good news from the markets this week, driven largely by platinum shares; as well as discussing loadshedding’s impact and the exceedingly low expectations of investors currently. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the impact a hybrid approach to working-from-home has on communication, social capital and learning for investment teams. Thanks for listening! Follow us on Linkedin .
Peter Brooke unpacks disappointing local market performance – following increased Chinese scrutiny of commodity prices speculators and tech sector regulation – against a backdrop of stronger global performance this week. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time unpacking investment themes related to the recent share price movements and corporate developments at Naspers. Thanks for listening! Follow us on Linkedin .
