Old Mutual Investment Group

By Old Mutual

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Episodes: 150

Description

At Old Mutual Investment Group, we look beyond the obvious to uncover quality businesses and opportunities that are often overlooked by the market, building portfolios designed to endure. This disciplined, research-led approach underpins our ability to deliver resilient, competitive performance through market cycles, translating insight into sustainable long-term returns for our clients. As a global investment manager with deep roots across the African continent, we are wholly committed to helping our clients grow and protect their capital over the long-term, both on the continent and broader across the globe. Being responsible stewards of the assets we manage helps us deliver this goal in the form of sustainable long-term returns. We are a black-owned investment manager and invest responsibly, because behind every decision are the unseen people, futures and legacies that matter.

Episode Date
Geopolitics impacting the investment landscape
Mar 26, 2026
🎙 Auction dynamics fuel credit spread tightening in the local debt capital market
May 29, 2025
Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
Apr 10, 2025
📢The Money Show with Peter Brooke
Apr 04, 2025
The Money Show market update with Investment Analyst Siya Mbatha
Mar 25, 2025
🎙 Market update: Banking and mining in focus
Mar 18, 2025
🔊SA Budget update: What investors need to know
Mar 13, 2025
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Mar 05, 2025
🎙 Market Update with Siboniso Nxumalo
Mar 05, 2025
📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan
Feb 27, 2025
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Feb 26, 2025
📊 Budget 2025 Postponed – What this means for SA
Feb 20, 2025
📊 Market Insights with Arthur Karas
Feb 18, 2025
📊 Market Insights with Peter Brooke
Feb 11, 2025
📢 Global Market Insights with Reza Fakie 🎧
Feb 06, 2025
What investors need to keep an eye on in 2025 | Quarterly Market Update
Feb 05, 2025
📈Navigating Market Volatility
Jan 09, 2025
Market update with Investment Analyst Sehrish Khan 📈
Dec 05, 2024
The Money Show | A balanced perspective on South Africa’s economic transition
Nov 26, 2024
Market Insights: Donald Trump’s win, rand volatility, and oil price movements
Nov 14, 2024
The US election’s ripple effect: How Trump’s victory could impact South Africa
Nov 07, 2024
The Money Show | Key insights on global market trends
Nov 07, 2024
Medium-Term Budget Policy Statement insights with Jason Swartz
Oct 31, 2024
Time to look at South African stocks for growth opportunities
Oct 23, 2024
🌍 Foreign investors remain cautious towards local markets
Oct 10, 2024
The Money Show | South Africa's market strength
Sep 26, 2024
🌍 How are we shaping a more sustainable future through responsible investment?
Sep 26, 2024
Discover the benefits of Shari'ah investing
Sep 23, 2024
Does JSE comeback signal a shift in foreign investor sentiment?
Sep 05, 2024
The Money Show | The South African consumer has little spending power; we need rate cuts
Aug 14, 2024
The Money Show | A year marked by significant global elections
Aug 05, 2024
The Money Show | Market dynamics following the new cabinet announcement
Aug 05, 2024
Time for South Africa's new government to roll up their sleeves
Jul 25, 2024
The Money Show | Market dynamics following the new cabinet announcement
Jul 02, 2024
Is this the new dawn for SA?
Jun 27, 2024
The Money Show | Navigating Volatile Markets
Jun 04, 2024
Money Show | Big changes at Pick n Pay and market reactions
May 31, 2024
The Money Show | Markets in better territory
May 08, 2024
The Money Show | Stock market driving our economy
May 03, 2024
Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024?
Apr 08, 2024
Macro Perspective 12 | Final note
Mar 19, 2024
Macro Perspective 10 - Peter Brooke
Mar 12, 2024
Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds
Mar 05, 2024
Invest with Perspective | A review of 2023, pending recession and the election year
Mar 04, 2024
The Money Show | Assessing current fiscal and political risks to SA markets
Feb 28, 2024
Macro Perspective 9 | South Africa results season analysis
Feb 27, 2024
The Money Show | Exploring Sector Challenges and Opportunities
Feb 27, 2024
Macro Perspective | Navigating China's Equity Market
Feb 21, 2024
The Money Show | Challenges and opportunities in various sectors
Feb 20, 2024
Macro Perspective 6 | Navigating a complex global economic landscape
Feb 06, 2024
The Money Show | Opportunities amid turbulence
Feb 06, 2024
The prospects for listed property in 2024
Feb 02, 2024
Radio Al Ansaar interview on the International Day of Education
Feb 02, 2024
Investment Alchemy series: Listed property on the up
Feb 02, 2024
Macro Perspective | Commodities: a twisting tale
Jan 30, 2024
The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience
Jan 30, 2024
The Money Show | Patience in seeking profit growth
Jan 24, 2024
Macro Perspective | Malaria vaccine: positive ripple effect on long-term growth potential in Africa
Jan 23, 2024
Macro Perspective 1 | Investor’s Resolutions for the year ahead
Jan 16, 2024
The Money Show | Perspectives on global and SA market dynamics
Jan 16, 2024
The Money Show | A bit of a soggy start to 2024
Jan 15, 2024
The Money Show | Market shifts during the last few days of 2023
Dec 20, 2023
Macro Perspective 50 | Insights from HSBC South African Macro Conference and prospects for 2024 elections
Dec 13, 2023
The Money Show | Market trends and global dynamics
Dec 12, 2023
Investment Alchemy series: Quant investing during uncertain times
Dec 07, 2023
Macro Perspective 49 | Navigating South Africa's economic landscape from boardrooms to balance sheets
Dec 06, 2023
The Money Show | From Aspen's expansion to Capitec's independent insurance venture
Dec 05, 2023
The Money Show | South African small caps show opportunities
Nov 28, 2023
Macro Perspective 47 | Navigating South Africa's economic challenges
Nov 21, 2023
The Money Show | A rollercoaster day in the markets
Nov 21, 2023
Macro Perspective 46 | Gold proves to be resilient
Nov 15, 2023
The Money Show | Navigating the shifts in telecom, mining and food industries
Nov 14, 2023
The Money Show | Markets are rebounding
Nov 07, 2023
Macro Perspective 44 | Sharp deterioration in fiscal metrics
Nov 01, 2023
The Money Show | Current market landscape
Oct 31, 2023
The Money Show | Key developments in SA market
Oct 24, 2023
The Money Show | State of the South African economy
Oct 17, 2023
Macro Perspectives 41 | Government-business dialogue is key
Oct 10, 2023
The Money Show | The impact of current geopolitics on markets
Oct 10, 2023
The Money Show | Navigating Retail Challenges
Oct 03, 2023
Macro Perspective 39 | Current macroeconomic and market conditions
Sep 26, 2023
Macro Perspective 38 | Investing in uranium
Sep 19, 2023
The Money Show | Reflecting on markets
Sep 19, 2023
The Money Show | Views on Market Performance and Key Financial Results
Sep 12, 2023
Macro Perspective 37 | South Africa's changing investment landscape
Sep 12, 2023
JSE's Labour Day rally and South African market insights
Sep 06, 2023
The Money Show | Recent Market Trends
Aug 29, 2023
Macro Perspective 35 | News flow adding weight to our investment themes
Aug 29, 2023
Macro Perspective 34 | Understanding China's economic situation and differences from Japan's example
Aug 24, 2023
The Money Show Interview | Market Insights
Aug 22, 2023
Macro Perspectives 33 | Unlocking investment insights: uncover the real power of valuations
Aug 15, 2023
The Money Show | Many businesses face challenges in the current economic climate
Aug 15, 2023
The Money Show interview | There is a potential for a resources super-cycle
Aug 11, 2023
Macro Perspectives 31 | Navigating the changing tides: A perspective on interest rates
Aug 01, 2023
The Money Show interview | A rollercoaster ride with ups and downs
Aug 01, 2023
The Money Show interview | The US bear market is over
Jul 25, 2023
The Money Show interview | Challenging assumptions, considering potentials
Jul 18, 2023
Weekly Money Show interview | The global world is slowing
Jul 11, 2023
Macro Perspectives 28 | Shedding light on the profound economic and geopolitical threats lurking beneath the surface
Jul 11, 2023
Weekly Money Show interview | Looking cautiously ahead bonds and cash are potentially good investments
Jul 04, 2023
Macro Perspectives 26 | Lessons from the Steinhoff investment debacle
Jun 27, 2023
Weekly Money Show interview | A challenging week for the JSE
Jun 27, 2023
Weekly Money Show interview | Embracing the Global Market Momentum
Jun 20, 2023
Macro Perspectives 24 | Risk: A double-edged sword shaping opportunities and threats
Jun 13, 2023
Weekly Money Show interview | A dynamic landscape of opportunities and strengthening currency
Jun 13, 2023
Weekly Money Show interview | Fuel price cut on Wednesday - good news for consumers
Jun 06, 2023
JSE is stronger than the domestic economy
May 30, 2023
Macro Perspectives 22 | Global power balance continues to shift
May 30, 2023
Macro Perspectives 21 | The rand creates dismay among South Africans
May 23, 2023
Weekly Money Show interview | Load shedding spend is increasing
May 23, 2023
Weekly Money Show interview | Value trap risk
May 16, 2023
Macro Perspectives 19 | Geopolitics, China, Africa, and electricity
May 09, 2023
On days like this, we do catch some reprieve
May 09, 2023
Macro Perspectives 18 | The US First Republic Bank goes bankrupt
May 02, 2023
Invest with Perspective Q1 2023
Apr 25, 2023
Another good performance from gold shares
Apr 25, 2023
Macro Perspectives 16 | 35 of 50 companies accounting 31% of global net wealth creation are from the US
Apr 18, 2023
Story of the day: Naspers and Prosus, both close by just about 4%
Apr 18, 2023
We see the first signs of the negative newsflows being included in the price
Apr 04, 2023
Macro Perspectives 14 | Interest rate hike, good news for bonds
Apr 04, 2023
Portfolio Manager Peter Brooke discusses the calming of local and global markets on the Money Show this week
Mar 28, 2023
Macro Perspectives 11 | History not repeating itself with SVB collapse
Mar 14, 2023
Portfolio Manager Neelash Hansjee dissects the recent collapse of Silicon Valley Bank
Mar 14, 2023
Macro Perspectives 10 | Analysing 15 years of global events through the lens of the Financial Times
Mar 07, 2023
Portfolio Manager Neelash Hansjee talks latest market results on The Money Show this week
Mar 07, 2023
Meryl Pick talks latest market movements on The Money Show this week
Feb 28, 2023
Macro Perspectives 9 | Unpacking the good, the bad and the ugly from last week’s eventful macroeconomic news
Feb 28, 2023
Portfolio Manager, Peter Brooke, discusses the latest market news on the Money Show this week
Feb 21, 2023
Macro Perspectives 7 | SONA and Government’s execution crisis
Feb 14, 2023
Arthur Karas discusses Monday’s strong showing from the markets on the Money Show this week
Feb 14, 2023
Macro Perspectives 6 | The opportunities and opportunity costs of migrant labour
Feb 07, 2023
Neelash Hansjee talks latest market news on the Money Show this week
Feb 07, 2023
Macro Perspectives 5 | Assessing the Saudi Arabian growth story
Jan 31, 2023
Siboniso Nxumalo unpacks US interest rate expectations on the Money Show this week
Jan 31, 2023
Siboniso Nxumalo shares his Q4 quarterly review and a roundup of 2022 market activity
Jan 24, 2023
Meryl Pick discusses the latest US inflation outlook on the Money Show this week
Jan 24, 2023
Peter Brooke shares his market outlook for the year ahead on the Money Show this week
Jan 17, 2023
Macro Perspectives 1 | Investment lessons from the holidays
Jan 16, 2023
Macro Perspectives 51 | Better market days ahead for 2023
Dec 20, 2022
Peter Brooke looks at the market impact of the ANC elective conference on the Money Show this week
Dec 20, 2022
Macro Perspectives 50 | 2022 roundup
Dec 13, 2022
Siboniso Nxumalo talks local market investment prospects on the Money Show this week
Dec 13, 2022
Macro Perspective 49 | Market response to Ramaphosa resignation risk
Dec 06, 2022
Arthur Karas talks calming markets on the Money Show this week
Dec 06, 2022
Peter Brooke talks latest market news on the Money Show this week
Nov 29, 2022
Meryl discusses latest market movements on The Money Show this week
Nov 22, 2022
Macro Perspectives 47 | COP27 and the role of investors
Nov 22, 2022
Macro Perspectives 46 | Unpacking the recent global equities rally
Nov 15, 2022
Siboniso Nxumalo discusses local company resilience on the Money Show this week
Nov 15, 2022
Peter Brooke talks latest market news on the Money Show this week
Nov 08, 2022