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Invest with Perspective

Old Mutual Investment Group
South Africa
Donald Trump
Old Mutual Investment Group
Rand
Interest Rates
China
Government Of National Unity
Gold
Inflation
South African Economy
Naspers
Responsible Investment
Gold Fields
Sharia Investing
US Elections
Transnet
ANC
United States
Medium-Term Budget Policy Statement
Oil Prices

Stay up to date with the latest investment news from Old Mutual Investment Group.

PublishesWeeklyEpisodes337Founded6 years ago
Categories
BusinessInvesting

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Artwork for Invest with Perspective

Latest Episodes

In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain resilient... more

Highlights:

 • Credit spreads are tightening—even as risk rises

 • What’s driving demand in a weak-growth environment

 • How auction dynamics and bank guidance skew pricing

 • Fair value vs. mark-to-market: Why it matters to investors

 • Intengo’s ap... more

🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's ... more

In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector.... more

📌 Premier Group

• Expected full-year earnings growth of 20-30%

• Maintained margins despite soft commodity cost increases

• Strong capital expenditure discipline and pricing strategy

📌 Raubex

• Earnings set to rise to 25%

• Diversified away from... more

• Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.

• Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends ... more

The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted?

Join Portfolio Manager Jason Swartz as he unpacks the key takeaway... more

Key takeaways from The Money Show:

✅ Santam: Strong recovery post-COVID; net income up 51%.

✅ Aspen: New contracts and higher margins drive a 12% share price jump.

✅ Bidvest: Diversified results – international growth offsets local economic challe... more

Key Facts

Accepts Guests
Contact Information
Podcast Host

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Recent Guests

Meryl Pick
Head of Equities Research
Old Mutual Investment Group
Episode: Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
Tana Mongwe
Portfolio manager at Macro Solutions
Old Mutual Investment Group
Episode: 🎙 Market update: Banking and mining in focus
Peter Brooke
Portfolio manager at Old Mutual Investment Group
Old Mutual Investment Group
Episode: The Money Show | South Africa's market strength

Hosts

Siya Mbatha
Investment Analyst at Old Mutual Investment Group
Stephen Hurtis
Host of The Money Show

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Talking Points

Recent interactions between the hosts and their guests.

Time to look at South African stocks for growth opportunities
Q: Can interest rates be cut further, and how are portfolios adjusted for this?
Yes, Siboniso confirms that more cuts are expected, and they are adjusting portfolios to benefit from these changes.
Time to look at South African stocks for growth opportunities
Q: What investment opportunities does the Two-Pot implementation create?
Siboniso agrees that there are opportunities in consumer shares, especially with the intent to boost consumption.
What investors need to keep an eye on in 2025 | Quarterly Market Update
Q: What are some of your favorite stocks at the moment?
The team is overweight on South African cyclical names like FirstRand and Standard Bank due to anticipated economic improvements.
What investors need to keep an eye on in 2025 | Quarterly Market Update
Q: What is the OMEG view on interest rates in 2025?
The team believes interest rates in South Africa are prohibitively high and need to be cut to support economic growth.

Audience Metrics

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Frequently Asked Questions About Invest with Perspective

What is Invest with Perspective about and what kind of topics does it cover?

The content offers valuable insights into investment strategies and market trends, with a particular focus on the South African economic landscape. Discussions often revolve around company performances, market predictions, and the influence of global events on local markets. Noteworthy topics include the implications of U.S. politics on South Africa's economy, the performance of different sectors, such as banking and mining, and detailed analyses of individual companies like Premier Group and Telkom. The engaging format and expert opinions make it a compelling resource for both seasoned investors and those looking to deepen their understanding of economic dynamics.

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Which podcasts are similar to Invest with Perspective?

These podcasts share a similar audience with Invest with Perspective:

1. MoneywebNOW

How many episodes of Invest with Perspective are there?

Invest with Perspective launched 6 years ago and published 337 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Invest with Perspective?

Recent guests on Invest with Perspective include:

1. Meryl Pick
2. Tana Mongwe
3. Peter Brooke

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