
At Old Mutual Investment Group, we look beyond the obvious to uncover quality businesses and opportunities that are often overlooked by the market, building portfolios designed to endure. This disciplined, research-led approach underpins our ability to deliver resilient, competitive performance through market cycles, translating insight into sustainable long-term returns for our clients. As a glob... more
| Publishes | Weekly | Episodes | 337 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Category | Business | ||||

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 increasesStrong capital expenditure discipline and pricing strategy
📌 Raubex
Earnings set to rise to 25%Diversified away from Sanral... 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 and i... 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 takeaw... 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 chal... more










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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These podcasts share a similar audience with Old Mutual Investment Group:
1. MoneywebNOW
Old Mutual Investment Group 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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Recent guests on Old Mutual Investment Group include:
1. Meryl Pick
2. Tana Mongwe
3. Peter Brooke
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