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Old Mutual Investment Group द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Old Mutual Investment Group या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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Macro Perspective | Commodities: a twisting tale

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Manage episode 398362190 series 2793305
Old Mutual Investment Group द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Old Mutual Investment Group या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics.
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321 एपिसोडस

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Manage episode 398362190 series 2793305
Old Mutual Investment Group द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Old Mutual Investment Group या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics.
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.
Thanks for listening! Follow us on Linkedin.

  continue reading

321 एपिसोडस

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🎧 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 .…
 
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 .…
 
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 .…
 
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 .…
 
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 .…
 
Listen to Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he shares valuable insights into the US election’s influence on markets, China’s economic actions, and how global events could impact South African investors. Listen now to gain perspectives on how these dynamics are shaping the investment landscape. Thanks for listening! Follow us on Linkedin .…
 
In this quick take, Portfolio Manager Jason Swartz highlights the Medium-Term Budget Policy Statement’s key takeaways. From critical infrastructure funding and support for Transnet to conservative yet realistic fiscal planning, Jason breaks down what these updates mean for South Africa’s financial markets. Listen in for insights on where growth opportunities lie and how markets reacted to the announcement. Thanks for listening! Follow us on Linkedin .…
 
Our National Sales Manager Hennie Grové discussed a range of topics with CIO Siboniso Nxumalo, one of them the launch of the Two-Pot System, which is expected to boost the retail sector, but preliminary numbers show that it has not yet had a significant impact. They also talk about our funds performing well in the previous quarter, most in the second quartile, benefitting from South Africa and losing slightly from resources. As markets continue to be volatile, diversification remains the best strategy. Thanks for listening! Follow us on Linkedin .…
 
Portfolio Manager Jason Swartz , in conversation with Refilwe Moloto on Kaya FM, shared insights on the prospects for South African investments. 📈 He highlighted that, despite recent market fluctuations, local stocks are showing strong performance, driven by positive domestic developments and growing investor confidence. However, he stressed the importance of increasing foreign interest to maintain this positive momentum. Thanks for listening! Follow us on Linkedin .…
 
🎧 Listen in as Robert Lewenson, our Head of Responsible Investment, shares the key highlights of our 2024 Responsible Investment Report. This report showcases our unwavering commitment to sustainability and driving positive change within the industry. This year’s edition offers fresh insights into how we are integrating sustainability into our investment processes and decision-making frameworks. 🎯 🔗 Dive into the full report here . Thanks for listening! Follow us on Linkedin .…
 
In this episode of The Money Show, Portfolio Manager Peter Brooke talks about the surprising strength of the rand and JSE, driven by key economic indicators and market sentiment. He highlights the positive outlook for South Africa’s platinum miners and explains how a government of national unity is boosting market confidence. Plus, a look ahead at potential trends over the next 12-18 months. Thanks for listening! Follow us on Linkedin .…
 
Curious about Shari'ah-compliant investments and how they work? 🎙️ In this podcast, Portfolio Manager Maahir Jakoet explains the advantages of investing in Shari'ah funds and how to incorporate them into your portfolio. He unpacks how these funds manage to offer attractive and sustainable returns. 🌿📈 Thanks for listening! Follow us on Linkedin .…
 
In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are: Market volatility driven by macroeconomic data and inflation expectations. Misallocation of capital in write-downs across companies. Cost pressure on South African companies, need rate cuts to boost consumer spending. Emerging market countries, including South Africa, may cut interest rates in advance of US action. Thanks for listening! Follow us on Linkedin .…
 
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. Thanks for listening! Follow us on Linkedin .…
 
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