Invest with Perspective
Stay up to date with the latest investment news from Old Mutual Investment Group.
Podcasting since 2020 • 337 episodes
Invest with Perspective
Latest Episodes
Geopolitics impacting the investment landscape
In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain res...
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9:36
🎙 Auction dynamics fuel credit spread tightening in the local debt capital market
Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market...
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46:36
Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her te...
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16:33