Stay up to date with the latest investment news from Old Mutual Investment Group.
Peter Brooke discusses the market volatility that started out the week, following news of the latest high US inflation number, and unpacks the question of whether the market is due an inflation-driven cool off. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week supporting a positive outlook of the South African economy and its investment opportunities following recent GDP and unemployment data progress. Thanks for listening! Follow us on Linkedin .
Meryl Pick discusses a more upbeat JSE this week, supported by a stronger rand, commodities stocks, and Naspers and Prosus, as well as the possible underlying drivers of this improved performance. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week discussing China and investment opportunities for clients at this stage of its business cycle and supportive stimulus efforts in a stringent regulatory environment. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo discusses the implications of the resignation of PWC as external auditors for Oceana, as well as results from MMI, Bidvest and Adcorps and the current global economic environment. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week he explores Africa’s investment potential and demographic trends that position the continent for growth. Thanks for listening! Follow us on Linkedin .
Arthur Karas unpacks the strong operational leverage from company results out this week, the rand’s reaction to S&P Global’s revision of SA’s credit rating outlook to positive, and current performance from the metals sector. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking interesting developments in Cryptocurrency and its importance as a market indicator for investors. Thanks for listening! Follow us on Linkedin .
Following weeks in negative territory, Peter Brooke unpacks the bounce in the JSE yesterday, which was led, in part, by the recovery seen in results from Astral, Barloworld and Raubex. Thanks for listening! Follow us on Linkedin .
Meryl Pick analyses the current global market downturn as it enters into bear market territory; with interest rates rising and tech stocks falling after their recent meteoric rise, causing investors to flee. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo discusses upheaval in the markets this week, driven by the resources sector and the news that Beijing is going into lockdown over fears of a renewed Covid outbreak in China. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Siboniso Nxumalo shares his quarterly perspectives unpacking global and local themes as well as investment performance. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses the fallout for markets of steady slowing growth across global economies as well as the implications for the JSE of the major events driving this downturn. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week applying an investment lens to unlocking productivity and revenue in response to local societal challenges. Thanks for listening! Follow us on Linkedin .
Peter Brooke shares his thoughts on recent market movements, focusing on reports that Woolworths might be exiting its Australian operation, as well as latest results from Aspen and their implications. Thanks for listening! Follow us on Linkedin .
Peter Brooke shares his latest market perspectives on the war in Ukraine entering a new phase, which could see a bloody stalemate as Russia increasingly loses ground, as well as how markets will adjust. Thanks for listening! Follow us on Linkedin .
Meryl Pick unpacks a weaker day on the markets yesterday, driven by falling commodities prices off the back of Russian sanctions and the concept of high prices being a cure for high prices. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking the impact of the Fed’s rate hike cycle on emerging markets like South Africa, asset prices and investment diversification efforts. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking numerous drivers behind the decline in the Naspers share price on the JSE and its strategic underweight positioning across the fund range. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo and The Money Show’s Bruce Whitfield unpack further plummeting performance from Naspers and Prosus this week, as well as good returns from Absa and Sun International. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week navigating market uncertainty driven by the Russian war in Ukraine and its effect on growth, inflation as well as investment plans. Thanks for listening! Follow us on Linkedin .
Arthur Karas unpacks latest market performance, driven by solid commodity prices and a strong rand, which puts local markets in a better position than that of global markets currently. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week focusing on the low fund exposure to Russia as the conflict unfolds and the benefits for local investors from recent exchange control updates. Thanks for listening! Follow us on Linkedin .
Looking at recent market developments, Peter Brooke unpacks the latest results from Bidvest, as well as the implications of Russia’s invasion of Ukraine and what this will mean for local companies such as Mondi. Thanks for listening! Follow us on Linkedin .
Our 7th edition of the TOMORROW publication focuses on responsible investing where we explore themes that we believe are integral to attaining sustainable long term growth, and long term systemic risks and opportunities that will impact our industry. It comprises a series of essays by highly respected local and global thought leaders and key role players including asset owners, consultants, asset managers, economists, advocacy groups, and government representatives, some of which you’ll hear fro...
Portfolio Manager, Siboniso Nxumalo, shares his quarterly perspectives unpacking global and local themes as well as investment performance that affected fund positioning. Thanks for listening! Follow us on Linkedin .
Following a shaky start to the week, Meryl Pick discusses what currently has markets spooked, including rising tensions in Europe and plunging prices for Tencent, Naspers and Prosus driven by renewed fears around Chinese regulations. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week he unpacks the recent State of the Nation Address (SONA) and macroeconomic indicators that bode well for company performance and emerging market currencies. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo unpacks this week’s jittery markets driven by concerns around war in Russia and global inflation, as well as discussing the surprising strength of the rand and results from Shoprite, Spur, and Dis-Chem. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses the recent strong recovery seen in local markets and the underpin to this of the commodities sector, as well as drivers of the latest results from Telkom. Thanks for listening! Follow us on Linkedin .
