• Asset class returns - June

    09 July 2020
    Average unit trust asset class category returns to end June 2020
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  • What will be the legacy of Donald Trump? Bad President? Or Good?

    08 July 2020
    Join Hywel George, Director of Investments for an in-depth expose of President Trump. Will he go down as the worst President in US history? Or perhaps not...
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  • A Long-Term Perspective on Asset Allocation

    07 July 2020
    Peter Brooke shares the strategic thinking that shapes the expected returns by asset class - using a five-year time horizon. SA bonds offering a real return of 5%.
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  • Fund manager, Arthur Karas, unpacks recent market activity with The Money Show’s Bruce Whitfield

    07 July 2020
    Arthur Karas discusses the latest factors moving markets driven by the resources sector with gold shares up on the JSE, with retailers and banks underperforming in comparison.
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  • SA supplementary budget and asset allocation

    30 June 2020
    Peter Brooke reflects on the recent local supplementary budget and asset allocation considerations; amidst challenges related to the fiscus in the wake of COVID-19.
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  • Fund manager, Siboniso Nxumalo, unpacks recent market activity with The Money Show’s Bruce Whitfield

    30 June 2020
    Siboniso Nxumalo discusses the latest factors moving markets on the back of resources up 1.2%, Old Mutual up 3.5% and Liberty up 3%. Naspers results reported revenue up by about 17% in the wake of COVID-19.
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  • Investment anecdotes for SA

    24 June 2020
    Peter Brooke shares some insightful investment anecdotes for the South African economy in the wake of COVID-19 – related to testing and much needed liquidity into struggling businesses.
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  • Fund Manager, Meryl Pick, unpacks recent market activity with The Money Show’s Bruce Whitfield

    24 June 2020
    Meryl Pick discusses the latest factors moving markets ahead of the local emergency budget and a financial history of deficits in South Africa before the start of the COVID-19 pandemic.
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  • A History of Stock Market Bubbles over four centuries

    22 June 2020
    Join Hywel George, Director of Investments, for an analysis of stock market excesses over the past 400 years; and lessons for the current market.
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  • Fiscal and economic lessons from the SA June Special COVID-19 Budget

    22 June 2020
    Join Johann Els, Chief Economist at Old Mutual Investment Group, where he will focus on the supplementary budget – the numbers, the policies and the implications for the SA Economy.
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  • Fund manager, Peter Brooke, unpacks recent market activity with The Money Show’s Bruce Whitfield

    17 June 2020
    Peter Brooke discusses the latest factors moving markets in broad based selling particularly for SA banks and retail sectors. Bidcorp providing insight on the cyclical nature of the food service in the wake of COVID-19.
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  • Derivative Investment Solutions

    17 June 2020
    Peter Brooke delves into derivatives on the back of a trade last week in creating investment solutions. It’s important to highlight derivatives as a useful tool that can protect portfolios and reduce risk exposure.
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  • Three decades of investing - what went right and what went wrong

    09 June 2020
    Join Hywel George, Director of investments at Old Mutual Investment Group, as he shares the lessons from 33 years in the markets. How to make money and how to lose it. How to spot a great fund manager and how to spot a dud – this should be fun.
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  • The June equity market rally explained

    09 June 2020
    Peter Brooke explains the June equity market rally in a tough operating environment for business. As lockdowns are eased, the market can look forward to improvements in companies vulnerable to bankruptcy risks.
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  • Fund manager, Tracy Brodziak, unpacks recent market activity with The Money Show’s Bruce Whitfield

    09 June 2020
    Tracy Brodziak discusses the latest factors moving markets after US job numbers coming out better than expected last week, followed by a rally in underperforming shares at the onset of the COVID-19 crisis.
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  • Driving innovation through ESG solutions

    08 June 2020
    Join Jon Duncan and Fawaz Fakier of the Old Mutual ESG Equity Fund as they delve into the importance of ESG as part of a diversified investment portfolio and explain ESG integration into OMIG’s Responsible Investment suite of unit trusts.
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  • Five Investment Trends for the Next Decade

    02 June 2020
    Join Hywel George, Direct of Investments at Old Mutual Investment Group, as he identifies the five defining investment trends to profit from over the next decade.
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  • May – A Fascinating Month for Local Investors

    02 June 2020
    Peter Brooke highlights SA bonds as a stand out winner with a 7% return. Looking forward, SA bonds offer exceptional value having increased the spread by 285 bps locally.
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  • Global Risk Events and Investor Relevance

    02 June 2020
    Hywel George, Director of Investments at Old Mutual Investment Group, explored global risk events in the US and China and their relevance to investors in the wake of COVID-19. Listen to the discussion on 702 with Bruce Whitfield here.
    FILED:Hywel George
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  • Fund manager, Peter Brooke, unpacks recent market activity with The Money Show’s Bruce Whitfield

    02 June 2020
    Peter Brooke discusses the latest factors moving markets with relative strength coming through from the Rand with trading statements out from Standard Bank (down 5%) and Bidvest (down 5.8%) both reflecting a struggling local economy.
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