Old Mutual Wealth

Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth discusses Standard Bank’s 2023 full-year results and its exposure to Africa, which is expected to remain a meaningful earnings driver in the long term.

The business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth and Simon Brown, discuss the mixed economic signals in the US and the local economy and outlines our investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.

Andrew Dittberner, Chief Investment Officer at Private Clients by Old Mutual Wealth, unpacks the longevity economy in more detail and highlights some of the challenges and opportunities.

Andrew Dittberner, CIO of Private Clients by Old Mutual Wealth and Classic Business’ Michael Avery talk about the Magnificent Seven and whether their valuations are justified.

Muhammad Rayhaan Sooliman, Operations Director at Gift of the Givers, talks to Oliver Dixon of SAFM about the newly launched Old Mutual Gift of the Givers Life Fund. Developed in partnership with Old Mutual Wealth, the fund allows the investor to meet their financial goals, whilst using their investment income for humanitarian relief and development in South Africa, by donating it to Gift of the Givers Foundation. A win-win situation where investors get to secure their future and legacy, whilst doing good to support South African socio-economic development.

Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Bruce Whitfield about some of the lessons that South Africa, our government and the world can learn from the Springboks following their historic win over the All Blacks for a record fourth time and lifting the Webb Ellis trophy back-to-back. Key learnings include having a long-term plan and the right people to implement it; a simple authentic message focused on a few things that people can relate to and unite behind; strong leadership as seen from Siya, Jacques and Rassie; and giving people responsibility, empowering them and holding them accountable to deliver.

Roland Grabe, Head of Discretionary Fund Management at Old Mutual Wealth, speaks to Simon Brown of Moneyweb about life and living annuities. He says the investment market volatility, especially in bear markets, make it difficult for retirees to live satisfactorily off their investment income. In addition, investment strategy decisions are tricky and require an investor to have a qualified financial planner to guide them through the various options to how they can mitigate risk whilst maximising investment returns.

Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Power FM about South Africa’s economic heritage. He delves into the origin of the South African economic system as well as its anchors such as Anglo American, the transition from apartheid to freedom and the era of growth pre-2008, until issues like loadshedding derailed us. He also explains how to enable inclusive growth and deal with low economic growth, by building infrastructure and providing basic services in areas of need.

Mandy Dix-Peek, Head of Fiduciary at Private Clients by Old Mutual Wealth unpacks the recent changes to the Trust Property Control Act and emphasises the importance of independent, professional trusteeship.

Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Jimmy Moyaha about the resilience of luxury goods companies despite the tough economy.

Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Simon Brown about the team’s long-term investment case for Amazon, despite the company’s net loss during 2022.

Ian Ferguson, Co-Head at Old Mutual Wealth Cash and Liquidity Solutions, talks to Simon Brown of Moneyweb about the new Cash and Liquidity Solutions offering, an alternative entry point to money market-type funds with same-day liquidity and relatively high yield within a well-regulated CIS environment.

Moneyweb Radio - 5 June 2023 According to the South African Reserve Bank (SARB), local investors buying government bonds might not be able to fill the gap left by foreigners dumping government bonds as the economy weakens due to constant power cuts. Izak Odendaal, Investment Strategist at Old Mutual Wealth, shares his insights on this interesting topic.

Listen to this insightful discussion with Luke Martins, Financial Planning Coach at Old Mutual Wealth, on why investing in financial markets is the perfect side hustle to help you grow your wealth.

The investment world can be daunting at times and not having all the information and resources at your disposal can make the process difficult and frustrating. Equipping yourself with the right knowledge by understanding the stock market, investment instruments, your risk tolerance and your time horizon, and having the right resources at your disposal are important aspects of managing your own money. In this podcast Shivani Naidoo, Portfolio Manager at Old Mutual Wealth Private Client Securities discusses the steps you should take to start investing. An investment portfolio can create a passive income as a side hustle. Let us help you get started today! For more information visit: https://www.oldmutual.co.za/wealth/hq-buildingwealth/

Given the backdrop of hard lockdowns in large parts of China during the last few months, Nike reported a mixed set of results for the 2022 reporting period. In this interview, Victor Mupunga, Senior Research Analyst at Old Mutual Wealth Private Client Securities discusses the company’s results with Moneyweb’s Simon Brown.

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Andreea Bunea, Head of Global Equity at Old Mutual Multi-Managers talks about what the landscape would look like in terms of global inflation. For more information visit: https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities unpacks investing and the complex matters that go around investing. For more information visit: https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities discusses how innovation leads to sustainable growth. For more information visit: https://www.oldmutual.co.za/wealth/hq-investment/

In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Roland Gräbe, Head of Old Mutual Wealth Tailored Fund Portfolios unpacks Regulation 28, diversification and getting the most from your offshore allocation. For more information visit: https://www.oldmutual.co.za/wealth/hq-investment/