Old Mutual Investment Group

By: Old Mutual Investment Group
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  • Summary

  • Stay up to date with the latest investment news from Old Mutual Investment Group.
    © 2023 Old Mutual Investment Group
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Episodes
  • Time for South Africa's new government to roll up their sleeves

    Time for South Africa's new government to roll up their sleeves
    Jul 25 2024

    With the election behind us, the outlook for local equities is looking better. Portfolio Manager Jason Swartz shares views and expectations of the new Government of National Unity and possible policy shifts. The prospects of a reform-minded government, less load-shedding and reduced borrowing costs should all be constructive for an improvement in local economic growth.

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    7 mins
  • The Money Show | Market dynamics following the new cabinet announcement

    The Money Show | Market dynamics following the new cabinet announcement
    Jul 2 2024

    On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand.

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    5 mins
Economics Personal Finance
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