In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven," and the potential risks and rewards of investing in both regions. The perspective on South Africa's market, including its global contributors and...

It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourth quarter, things have somewhat shifted as there is less “good news” going around. And with 2024 being a heavy election year, politics are expected to dominate the markets and with that comes uncertainty.  Thanks for listening! Follow us on Linkedin.

Peter Brooke, on this week’s The Money Show, delves into the recent shifts in market dynamics. He discusses the nuanced changes in the US Fed's stance, the SARB’s outlook on interest rates, and the intriguing landscape of the gaming industry. Peter also offers a keen perspective on market trends and the resilience of certain sectors. Thanks for listening! Follow us on Linkedin.

In his final podcast for 2023, Peter Brook shares insights from the HSBC South African Macro Conference. Highlights include government's openness and expertise, Cyril Ramaphosa's positive role in creating pockets of excellence, and surprising developments at Eskom due to the photovoltaic rollout and private sector collaboration. He further discusses the prospect of political choices affecting structural reforms for growth, while raising concerns about declining municipalities and the upcoming...

Arthur Karas, on 702’s The Money Show this week, delves into the twists and turns in today's financial landscape. From the JSE's surprising rebound to the impact of global inflation on market trends, this interview is a must-listen for anyone navigating the financial terrain. Thanks for listening! Follow us on Linkedin.

In the first of our Investment Alchemy podcast series with Moneyweb, our Head of Global Urvesh Desai talks to Simon Brown about the ongoing uncertainty around geopolitics and interest rates heading into 2024 and the edge that quantitative brings during uncertain market environments, as evidenced by the performance of the Old Mutual Global Managed Alpha Fund. Thanks for listening! Follow us on Linkedin.

In this week’s podcast, Peter Brooke provides a unique bottom-up perspective on the challenges facing the South African economy. Drawing from his experience, Peter illustrates the real-world impact of issues like load-shedding, highlighting the ripple effect on costs, supply chain disruptions, and even quality control.  Tune in for a deeper understanding of the intricacies shaping South Africa's economic landscape. Have our latest investment-related podcasts sent directly to your mobile....

Siboniso Nxumalo, CIO at Old Mutual Investment Group, shared his optimistic outlook on South Africa's economy during an interview with Motheo on Radio 702's The Money Show. In this discussion, Siboniso also provided a comprehensive overview of the market dynamics, shedding light on the performance of various sectors, including resources, industrials, and financials. He also delved into notable market events, such as Aspen's strategic move into Asia and Capitec's independent foray into the...

Peter Brooke had an insightful conversation on the latest market trends with Bruce Whitfield on The Money Show yesterday. While Standard Bank holds strong, the real excitement lies in small caps. Companies like Oceana, Invicta and Zeda are making waves. Peter highlighted the potential in undervalued South African small caps with offshore assets. Despite economic challenges, these companies are showing resilience and offer exciting opportunities.  Thanks for listening! Follow us on Linkedin.

In today’s podcast, Peter Brooke delves into the intricacies of the South African economy, exploring the impending elections and the possible coalition governments. He also looks at the report by economist Ricardo Hausmann, shedding light on the 15-year growth slowdown and the urgent need for state capability. Despite economic woes, Peter identifies positive shifts and discusses opportunities in green energy and spatial development.  Thanks for listening! Follow us on Linkedin.

On this week’s The Money Show on Radio 702, Meryl Pick discussed Netcare’s resilience, Omnia’s cyclical challenges and Astral Foods’ battles against industry-specific calamities.  Thanks for listening! Follow us on Linkedin.

In this macro perspective episode, Peter Brooke discusses the surprising performance of gold this year – proving its resilience. Despite a strong dollar and rising interest rates, physical gold has delivered a 7% return in US dollars and an impressive 18% return for South African investors due to the weak rand. In the short term, gold serves as a protective asset against a slowing world economy and geopolitical risks, which could be good news for South African equities, where gold shares...

Portfolio Manager Arthur Karas discussed the current landscape of the telecom, gold mining, and food industries on 702’s The Money Show this week. Arthur highlighted the shift in user behaviour from less voice to more data, Harmony's strong performance that is sparking interest, and Premier Foods appearing to weather the storm better than Tiger Brands. Thanks for listening! Follow us on Linkedin.

Markets have experienced a rebound driven by overselling and underweight positioning, but we shouldn’t be reading too much into it. In his Interview on 702’s The Money Show this week, Portfolio Manager Peter Brooke shared his view on the current market recovery and highlighted the undervaluation of South African assets, indicating the possibility of good real returns from SA bonds, equity, and property. Thanks for listening! Follow us on Linkedin.

The medium-term budget policy statement (MTBPS) tabled today revealed a sharp deterioration in fiscal metrics, aligning with expectations. Despite negative revisions, the budget is deemed realistic, considering the current circumstances. While reflecting challenging economic realities, the MTBPS outlines a pragmatic approach to financial management, emphasising consolidation, realistic assumptions, and strategic fiscal policies. For more in-depth analysis, tune in to our podcast episode by...

This week on 702’s The Money Show, Portfolio Manager Meryl Pick discussed critical market insights, exploring the ambitious claims of Noel Quinn, CEO of HSBC, about the China property crisis, and the challenges faced by MTN in Nigeria's volatile market. Additionally, Meryl shared her cautious stance on Pick and Pay, emphasising the complexities of market turnarounds and the need for a watchful eye in this competitive landscape. Thanks for listening! Follow us on Linkedin.

On 702’s The Money Show this week, Portfolio Manager Peter Brooke, discussed several key developments in the South African market, highlighting the dynamic nature of its financial landscape, as well as challenges and opportunities for investors and businesses. Thanks for listening! Follow us on Linkedin.

This week on 702’s The Money Show, our CIO, Siboniso Nxumalo, discussed the current state of the South African economy, focusing on the declining commodity prices. He highlighted the impact of lower prices of platinum group metals (PGMs) on SA's fiscal revenue, noting declining income tax and royalty contributions.  Nxumalo's insights shed light on the complexities facing our economy and the need for prudent financial planning. Thanks for listening! Follow us on Linkedin.

Our Head of Equity Research, Meryl Pick, was on 702’s The Money Show sharing insights on what is happening in the Middle East and the financial implications. The immediate impact is seen on oil prices due to geopolitical tension, which could lead to potential inflation. Meryl advises that it is important to evaluate dependencies on affected regions like Israel; assess potential impacts on supply chains, tech startups, and exports.  Thanks for listening! Follow us on Linkedin.

Peter Brooke, along with other industry peers, attended a meeting with Deputy President Paul Mashatile, discussing the state of South Africa's business landscape. In this podcast Peter highlights the value of government-business dialogues in improving sectors such as energy, transport, and tackling crime. Tough times ahead, but dialogue is key. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

In a recent interview on The Money Show Peter Brooke delves into Pick n Pay's challenging situation, marked by a significant share price drop and the appointment of Sean Summers as Chief Executive after 17 years. Brooke emphasises the importance of long-term strategic decisions in the retail sector, cautioning against hasty turnarounds and highlighting the need for evidence-backed changes.  Thanks for listening! Follow us on Linkedin.

In this podcast, Peter Brooke, discusses the current macroeconomic and market conditions, highlighting the challenges posed by rising interest rates, high oil prices, and weaker economic data, particularly in the Eurozone. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

There are several positive themes driving investment in the uranium industry, the most important being the green energy transition followed by multipolarity. Peter Brooke delves into the compelling case for uranium investment. He talks about the outlook and supply issues concerning this commodity.   Listen to the full podcast for more on the future of the uranium market.  Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow...

What made top of the news yesterday was the Bob van Dijk stepping down as CEO of Naspers and Mondi finally selling off the last of its Russian operations. Our CIO, Siboniso Nxumalo, was on 702's Money Show sharing his views on these and other market-related topics.   Thanks for listening! Follow us on Linkedin.

This week on 702’s The Money Show, Arthur Karas talked about mining stocks, currency trends, the performance of specific companies, and provided insights into the current economic landscape. Markets have experienced a 1% decline for the month, while mining stocks saw some rebound due to several factors. Prosus and Naspers showed positive performance in the market, suggesting that improvements in China's economic activity could benefit these companies. Weakness in emerging market currencies is...