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  1. 🎙 Auction dynamics fuel credit spread tightening in the local debt capital market

    MAY 29

    🎙 Auction dynamics fuel credit spread tightening in the local debt capital market

    Highlights:  • Credit spreads are tightening—even as risk rises  • What’s driving demand in a weak-growth environment  • How auction dynamics and bank guidance skew pricing  • Fair value vs. mark-to-market: Why it matters to investors  • Intengo’s approach to building better fair value models  Thanks for listening! Follow us on Linkedin.

    47 min

  2. APR 10

    Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status

    🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think. Thanks for listening! Follow us on Linkedin.

    17 min
  3. 📢The Money Show with Peter Brooke

    APR 4

    📢The Money Show with Peter Brooke

    In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️  Thanks for listening! Follow us on Linkedin.

    4 min

  4. MAR 25

    The Money Show market update with Investment Analyst Siya Mbatha

    📌 Premier Group Expected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy📌 Raubex Earnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is promising but poses cash flow challenges📌 Gold Fields Share price down 5% after Gruyere Gold Mine offer rejectedConcerns over overpaying at elevated gold pricesInvestors cautious about large-scale M&A activity at the top of the cycle Thanks for listening! Follow us on Linkedin.

    5 min
  5. 🎙 Market update: Banking and mining in focus

    MAR 18

    🎙 Market update: Banking and mining in focus

    Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects.Transnet’s rail performance – Notable improvements have strengthened South Africa’s mining outlook.🎧 Head of Responsible Investment Research Tana Mongwe unpacks these key developments. Thanks for listening! Follow us on Linkedin.

    4 min
  6. 🔊SA Budget update: What investors need to know

    MAR 13

    🔊SA Budget update: What investors need to know

    The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted? Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook: -      The revised VAT proposal and its implications -      South Africa’s fiscal outlook and debt stabilisation efforts -      Market reactions and investor sentiment  Tune in now. Thanks for listening! Follow us on Linkedin.

    5 min
  7. 🎙 Market Update with Siboniso Nxumalo

    MAR 5

    🎙 Market Update with Siboniso Nxumalo

    Key takeaways from The Money Show: ✅ Santam: Strong recovery post-COVID; net income up 51%. ✅ Aspen: New contracts and higher margins drive a 12% share price jump. ✅ Bidvest: Diversified results – international growth offsets local economic challenges. Thanks for listening! Follow us on Linkedin.

    5 min
  8. 🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

    MAR 5

    🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

    Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?The big picture: What these moves signal for South Africa’s market outlook.Thanks for listening! Follow us on Linkedin.

    5 min
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Stay up to date with the latest investment news from Old Mutual Investment Group. 

Information

  • Creator
    Old Mutual Investment Group
  • Years Active
    2020 - 2025
  • Episodes
    336
  • Rating
    Clean
  • Copyright
    © 2025 Invest with Perspective
  • Show Website
    Invest with Perspective