Stay up to date with the latest investment news from Old Mutual Investment Group.
Portfolio Manager, Peter Brooke, offers his latest Macro Perspectives, this week looking at the chaos in the UK bond market following the Liz Truss administration’s disastrous tax cut proposals, and how our own local bond market currently stacks up. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin ....
Portfolio Manager, Siboniso Nxumalo, unpacks the strong start to markets across the board this week, driven by a surge of optimism around peaking inflation and interest rates. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, comparing the game of Poker with investing, when it comes to the art of skilled decision-making. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses some positive investment activity in the market this week amid the headwinds facing the country’s foreign investment drive, as well as encouraging performance from Sappi and Mondi. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Meryl Pick, unpacks her thoughts on the news that Prosus has cancelled its R85 billion deal to buy Indian company, Billdesk, and the role of the current market environment in this decision. Thanks for listening! Follow us on Linkedin .
Peter Brooke discusses the slightly more tempered markets that started out the week, as well as the question of whether opportunities in UK assets are starting to present themselves as the pound reaches record lows. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest Perspectives, unpacking his ongoing experience of the UK market and his observation of how reduced supply – based on post-Covid capacity that can’t keep up – continues to drive up inflation. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin ....
Portfolio Manager, Meryl Pick, discusses the latest volatility in the markets and navigating the challenging environment of rising inflation and interest rates. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspective, with a bearish view on the UK economy, considering the toxic mix of higher house prices, low unemployment and higher government spending that the country is currently facing. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin ....
Portfolio Manager, Arthur Karas, takes a closer look at the positive showing from the markets yesterday, off the back of optimistic expectations around the US inflation print this week. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, discusses pleasing performance from Bidvest this week and the implications of their offshore exposure, as well as performance from AVI and RCL in the food producers sector. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Meryl Pick, unpacks the sharp global market selloff this week following Fed Chairman, Jerome Powell’s hawkish comments in his Jackson Hole symposium speech last week. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, this week looking at global currencies through the lens of seeking the best country to holiday outside of SA currently. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin ....
Portfolio Manager, Arthur Karas, discusses the fairly significant selloff in local markets yesterday, off the back of the Fed’s re-affirmation of its commitment to keep inflation under control by keeping rates high. Thanks for listening! Follow us on Linkedin .
Peter Brooke shares his latest macro perspectives, this week analysing the rationale for recent rate cuts in China and the investment opportunities that this environment is creating. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo discusses the latest market news of the week, unpacking results and performance drivers from Absa and Thungela Resources. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, discusses the impact of higher-than-expected US employment numbers on local markets and the macroeconomic knock-on effect. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, discusses rising interest rates around the world recently, with SA being better protected than many emerging market peers and SA bonds looking more promising in this environment. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here . Thanks for listening! Follow us on Linkedin ....
Meryl Pick unpacks a fairly flat start to the week for markets, with Quilter being one of the only standout performers, off the back of rumours of potential M&A activity involving UK bank, Natwest. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo unpacks the market response to growing fears of a global recession as all data continues to point to a significant economic slowdown, including specific local stock performance. Thanks for listening! Follow us on Linkedin .
The latest Perspectives update from Portfolio Manager Siboniso Nxumalo provides a look back at the quarter, as well as its market performance drivers, our own funds’ performance, and what to expect from the investment road ahead amid steadily rising inflation and interest rates. Thanks for listening! Follow us on Linkedin .
In his weekly Perspectives podcast, Peter Brooke discusses the Old Mutual Maximum Return Fund and its ability to invest in varying assets, its performance and how it is currently positioned against rising inflation. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses the JSE upswing yesterday, with softening expectations around the US rate hike and stimulatory talk from Chinese authorities in the face of a looming property crisis, boosting mining and cyclical stocks. Thanks for listening! Follow us on Linkedin .
As increased load shedding continues to besiege SA, Peter Brooke discusses government real asset investment, unpacking the varying levels by developed countries around the world and highlighting how South Africa is lagging woefully behind. Thanks for listening! Follow us on Linkedin .
Peter Brooke discusses the possibility of a protracted commodities sector and the outlook for a broader local bear market, within the context of global market performance. Thanks for listening! Follow us on Linkedin .
Meryl Pick takes a closer look at the JSE’s positive performance this week, led by the resources sector, while the market keeps an eye on data coming out of the US. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week presenting highlights from the biannual five year expected real returns update that shows overall improved returns for global and local asset classes. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo discusses plans announced this week by Naspers and Prosus to sell off their stake in Tencent and the impact of this on the broader market. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week evaluating June’s bear market movements, hawkish central banks across the board, and how his funds are positioned while global equities and bonds are selling off. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses calmer markets this week, led by local mining stocks and banks, as well as unpacking potential new listings on the JSE and a slightly lower oil price. Thanks for listening! Follow us on Linkedin .
