Stay up to date with the latest investment news from Old Mutual Investment Group.
Following a day of weaker local and global markets, Meryl Pick discusses market movement including the Richemont share price, performance from retailers such as Clicks and a pullback in commodity prices. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he unpacks recent market volatility and geopolitical events relating to how global and domestic investment themes are unfolding. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he expands on how clients’ funds are positioned for volatility and diversification into relevant markets for the year ahead. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo discusses his views on the ongoing local market value uptick, set against a backdrop of rising global inflation concerns, Chinese rate cuts and rebounding consumer confidence. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he reflects on the year and its milestones that include vaccines, a relatively good performance in equities, recovery in property, and growing wealth for our clients. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Arthur Karas looks back at the past year for global and local markets, amidst the Covid-19 pandemic, low interest rates and rising inflation, and unpacks expectations for 2022. Thanks for listening! Follow us on Linkedin .
Peter Brooke looks at the JSE recovery this week following the discovery of the Omicron variant, as well as a bounce in the rand and performance from Nampak and banking shares. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he unpacks the importance of risk management in the investment process as new COVID variants emerge. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Arthur Karas, discusses the market bounce this week following a dive in performance triggered by the emergence of a new Covid-19 variant last Friday, as well as current activity in the platinum sector. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest investment perspectives, this week on emerging and developed market interest rate movements off the back of the SARB’s recent hike. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo shares his thoughts on the renomination of Fed chairperson, Jerome Powell; latest performance from Prosus, in relation to concerns around slowing Chinese growth; as well as Omnia and Netcare results Thanks for listening! Follow us on Linkedin .
Peter Brooke discusses the recently announced Heineken/Distell deal, within the context of diminishing JSE listings, as well as Shoprite’s rebound following the impact of Covid lockdowns and June’s civil unrest on the business. Thanks for listening! Follow us on Linkedin .
After a positive on the JSE on Monday, Meryl Pick discusses latest performance from the rand, as well as results from Richemont and Redefine and the disconnect that these highlight between the real economy and the markets. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the highlights from the recent BCA conference that focused on risk management and holding well diversified portfolios geographically and by asset class. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on his participation and key investment insights related to asset classes and performance prospects at the recent BCA conference. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Siboniso Nxumalo, shares his quarterly market perspectives, unpacking global and local themes as well as investment performance that affected fund positioning. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Siboniso Nxumalo, discusses a quiet start in the markets this week, including latest activity from Aspen and Altron, as well as the current oil price in relation to ESG and supply and demand drivers. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week focusing on how Australia benefitted from the Chinese property boom and the cyclical impact of slow property starts in 2022 post the Evergrande collapse. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Meryl Pick, discusses latest market news including performance from Dis-chem, as well as comments from Shoprite indicating concerns over inflation and rising food prices. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, discusses the stronger market performance that started off the week – driven by a commodities rebound – as well as the issue of global inflation and the value of SA assets. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the performance highlights at a share and sector level from Q3 that gave rise to opportunities for global investors. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses the drivers behind the slight uptick in local markets this week – with a bounce in tourism-linked stocks following SA being removed from the UK’s red list – as well as the market outlook for the remainder of the year Thanks for listening! Follow us on Linkedin .
In his latest Perspectives podcast, Portfolio Manager, Peter Brooke, unpacks his views on the outlook for the Chinese property market amid the current crisis involving Chinese property developer, Evergrande. Thanks for listening! Follow us on Linkedin .
With talk of the Fed hiking US interest rates, Portfolio Manager, Siboniso Nxumalo, discusses the role of the current supply and demand of oil in driving up inflation, as well as the impact of rising inflation and slowing Chinese growth on local markets. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the investment themes playing out in the South African economy and how the local equity market stacks up in a global context. Thanks for listening! Follow us on Linkedin .
Following a dip in local and global markets yesterday off the back of concerns around the potential defaulting of Chinese property company, Evergrande, Meryl Pick unpacks the role of unexpected catalysts in an overheating market. Thanks for listening! Follow us on Linkedin .
Portfolio manager, Peter Brooke, shares his weekly perspectives, this week on the demand and supply dynamics of oil and its potentially volatile price in the long term. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, takes a closer look at the latest market performance, sharing insights on the implications of events in China currently, as well as on results from Raubex and Remgro. Thanks for listening! Follow us on Linkedin .
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 .
