• GROWTH-ORIENTED POLICY REFORM CRITICAL TO GETTING THE SA ECONOMY OUT OF ICU

    23 July 2020
    Cape Town, 22 July 2020
    View
  • Looking to 2020 and beyond a Moody’s downgrade

    03 December 2019
    Johannesburg, 3 December 2019
    View
  • Investment Outlook 2020

    14 November 2019
    As a tumultuous 2019 draws to a close, MacroSolutions’ John Orford considers the outlook for global and local financial markets in 2020.
    View
  • South African markets looking beyond the elections

    23 April 2019
    In this Webinar, John Orford will focus on the forthcoming national election, its potential impact on financial markets and how our funds are positioned in this environment.
    View
  • What we got in 2018 and what to expect in 2019

    28 January 2019
    Portfolio Manager John Orford will reflect on past performance and share expectations of future returns of asset classes, and the key factors influencing the market.
    View
  • PEAKING GLOBALISATION, RISING POPULISM ARE A RISK TO THE GLOBAL ECONOMY

    31 July 2018
    History never repeats, but often rhymes. Are there similarities between current events and the period between the two World Wars, and what impact will the US retreat into protectionism have on the global economy?
    Download
  • KEY MARKET TAKE-OUTS AS THE ANC ELECTIONS DRAW CLOSER

    14 December 2017
    The ANC will elect a new president at its 54th National Conference next week. Please see our key market take-outs, of which we will update you again post the elections next week.
    View
  • HOW WILL THE ANC ELECTIONS AFFECT THE SA ECONOMY AND LOCAL MARKETS?

    23 November 2017
    South Africa’s economy is on a continuous downward trend with billions of Rands flowing out of the country. Ratings agencies and investors are seeking policy direction going forward from the ANC elective conference.
    Play
  • Cabinet reshuffle ushers in dark cloud over expected economic recovery

    31 March 2017
    President Zuma’s decision to remove the Finance Minister and undertake one of the most comprehensive Cabinet reshuffles since 1994 came as a shock to markets and investors, both locally and abroad.
    View
  • YOUR CAPITAL NEEDS TO WORK EVEN WHEN YOU AREN’T

    04 July 2016
    In 1889, the first modern pension fund was introduced, with a retirement age equal to the average lifespan of the time. Today, retirement is, on average, about 20 years. John Orford explains how best to prepare for these years.
    Download
  • Brexit an important - but local – event

    22 June 2016
    A vote to leave the European Union would likely mean further uncertainty and could very well see the collapse of the David Cameron-led government.
    View
  • Market Commentary with John Orford

    16 November 2015
    John Orford, Senior Portfolio Analyst at Old Mutual Investment Group: MacroSolutions shared his insights on Tiger Brands, Dangote and MTN. This audio clip was brought to you by The Money Show on Radio 702/Cape Talk.
    Play
  • Market Commentary with John Orford

    31 August 2015
    John Orford, Portfolio Manager at Old Mutual Investment Group: MacroSolutions chats about ArcelorMittal, Amcu and the Chamber of Mines. This audio clip was brought to you by The Money Show on Radio 702/Cape Talk.
    Play
  • Market Commentary with John Orford

    06 July 2015
    John Orford, MacroSolutions Senior Portfolio Analyst, discusses insights on Greece and ‘Grexit’, as well as market commentary on Naspers and MTN. This audio clip was brought to you by The Money Show on Radio 702/Cape Talk.
    Play