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Stay up to date with the latest investment news from Old Mutual Investment Group.
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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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Macro Perspective 12 | Final note
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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, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. Foreign investors are eyeing unique growth opportunities in smaller companies. Brooke emphasises the importance of understanding these dynamics to make informed investment decisions.
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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, highlights preferred tech companies like Alphabet and Meta, and outlines the importance of Shari’ah-compliant portfolios for ethical investing and diversified outcomes. Don't miss out on these key insights - catch the full interview to gain a deeper understanding of investment opportunities in today's market.
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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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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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