Old Mutual Investment Group
Stay up to date with the latest investment news from Old Mutual Investment Group.
Episodes
309 episodes
Does JSE comeback signal a shift in foreign investor sentiment?
The JSE has seen a big rally recently with the local bourse setting new records. What is driving some of these gains — and does this mark a shift in foreign investment sentiment regarding SA prospects?
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22:48
The Money Show | The South African consumer has little spending power; we need rate cuts
In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:Market volatility driven by macroeconomic data and inflation expectations.Misallocat...
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6:30
The Money Show | A year marked by significant global elections
In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens dur...
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3:46
The Money Show | Market dynamics following the new cabinet announcement
On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive p...
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5:04
Time for South Africa's new government to roll up their sleeves
With the election behind us, the outlook for local equities is looking better. Portfolio Manager Jason Swartz shares views and expectations of the new Government of National Unity and possible policy shifts. The prospects of a reform-min...
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6:57
The Money Show | Market dynamics following the new cabinet announcement
On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive p...
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5:05
Is this the new dawn for SA?
Portfolio Manager Jason Swartz gives an update on the recent developments in the political space. While markets were experiencing pronounced uncertainty before and during the election, South Africa is no stranger to volatility. Listen to...
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5:28
The Money Show | Navigating Volatile Markets
In this interview Arthur Karas discusses the current market volatility and potential impacts of coalition government discussions on the South African economy.Key points covered:- Financial market uncertainty amidst coalition talks...
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4:02
Money Show | Big changes at Pick n Pay and market reactions
On the latest Money Show Peter Brooke discusses the significant changes happening at Pick n Pay. The market is responding positively, with the share price up 6.6% today and 25% for the week, despite the company reporting a substantial loss.
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4:06
The Money Show | Markets in better territory
In this market wrap-up, Meryl Pick offers valuable insights into market movements. Despite some fluctuations, mining shares rebounded, driving the All Share Index up by 348 points. Meryl delves into the dynamics behind these movements, highligh...
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8:16
The Money Show | Stock market driving our economy
In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of glo...
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8:17
Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024?
In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return.
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8:49
Macro Perspective 10 - Peter Brooke
In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, dr...
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3:22
Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds
Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables...
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8:00
Invest with Perspective | A review of 2023, pending recession and the election year
In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections.
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17:23
The Money Show | Assessing current fiscal and political risks to SA markets
Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination.
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17:15
The Money Show | Exploring Sector Challenges and Opportunities
In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst trans...
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6:12
Macro Perspective | Navigating China's Equity Market
Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with...
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3:26
The Money Show | Challenges and opportunities in various sectors
Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opp...
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8:53
Macro Perspective 6 | Navigating a complex global economic landscape
In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for ...
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3:18
The Money Show | Opportunities amid turbulence
In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opp...
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6:39
The prospects for listed property in 2024
OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.
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10:51
Radio Al Ansaar interview on the International Day of Education
This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discu...
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9:01