Old Mutual Investment Group

🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insights into his stock pick, Sun International.  Thanks for listening! Follow us on Linkedin [https://www.linkedin.com/company/old-mutual-investment-group/].

US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets.  Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal of equity gains.  South Africa’s growth prospects remain vulnerable to various factors, but we remain cautiously optimistic about the improving outlook.  Thanks for listening! Follow us on Linkedin [https://www.linkedin.com/company/old-mutual-investment-group/].

For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show,  where he unpacked the following key issues: 📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase. 📊 Boxer listing: A promising new market entrant valued at R54/share, showcasing robust growth potential. 🏥 Netcare's resilience: Operating profit up by 12.6%, but higher interest rates remain a challenge. ⛏ Barloworld's struggles: Declines in equipment sales highlight challenges in the mining sector. 🐟 Oceana's gains: A bright spot with profits up 9.5%. Thanks for listening! Follow us on Linkedin [https://www.linkedin.com/company/old-mutual-investment-group/].

Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers:   * Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief. * Global oil prices: Supply concerns due to US production disruptions and potential sanctions on Iran and Venezuela have increased pressure on oil prices. Siya explains how these factors may influence South African markets and what to keep an eye on in the coming weeks. Tune in for a recap of this week’s global and local market dynamics. Thanks for listening! Follow us on Linkedin [https://www.linkedin.com/company/old-mutual-investment-group/].

In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.   But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.   Thanks for listening! Follow us on Linkedin [https://www.linkedin.com/company/old-mutual-investment-group/].