Cavan Osborne, Portfolio Manager at Old Mutual Investment Group (OMIG) As the dust settles around the outcome of the 2024 United States (US) Presidential Elections, global investors...
Moderate rate cuts and global headwinds spell slow economic growth over the next few years
Maarten Ackerman, Chief Economist at Citadel While interest rates and inflation are slowly coming down in South Africa (SA) and around the globe, to the relief of consumers, a...
Monthly markets review – October 2024
Philip Robotham, Head of SA Wealth, Client Group at Schroders The month in summary: A look back at markets in October when equities fell, although Japan was a notable...
Old Mutual Investment Group leads the asset management industry on Diversity, Equity and Inclusion, new study finds
Tebogo Naledi, Managing Director of the Old Mutual Investment Group In recognition of its steadfast and relentless commitment to diversity, equity and inclusion (DEI), Old Mutual...
Why do South African retirement funds appear hesitant to invest in infrastructure?
Rob Southey, Head of Asset Consulting, Momentum Consultants & Actuaries The recent Institute of Retirement Funds Africa (IRFA) conference raised important discussions about the...
“The importance of responsible investing has never been clearer” – Prescient Investment Management releases 2024 Responsible Investing Report
Conway Williams, Head of Credit, and Michelle Green, Credit Analyst and Chair of the ESG Committee, at Prescient Investment Management Amid rising global uncertainty, Prescient...
Record low inflation: The case for a bold rate cut in South Africa’s monetary policy
Johann Els, Chief Economist at Old Mutual Group As anticipation builds for the release of October's Consumer Price Index (CPI) inflation data and the upcoming MPC, the economic...
The Trump Questions
Izak Odendaal, Investment Strategist at Old Mutual Wealth Now that the dust has settled somewhat following the US election, we can ask more clear-eyed questions about what lies ahead....
What’s all the fuss about actively managed ETFs?
Niki Giles, Head of Strategy at Prescient Fund Services Globally, actively managed exchange-traded funds (ETFs) are making waves in the investment world. In the U.S. alone, the assets...
South African bonds: Still good value after the recent rally?
Michael Kruger, Senior Investment Analyst, Morningstar Investment Management South Africa A strong period of performance for South African asset classes South African (SA)...
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