Player FM - Internet Radio Done Right
Checked 2d ago
تمت الإضافة منذ قبل four أعوام
المحتوى المقدم من Old Mutual Investment Group. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Old Mutual Investment Group أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
Macro Perspective 9 | South Africa results season analysis
Manage episode 403556886 series 2793305
المحتوى المقدم من Old Mutual Investment Group. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Old Mutual Investment Group أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Manage episode 403556886 series 2793305
المحتوى المقدم من Old Mutual Investment Group. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Old Mutual Investment Group أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
كل الحلقات
×🎧 On The Money Show , Portfolio Manager Peter Brooke shared key market updates: 📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth. 🌍 Leadership moves – Capitec & BAT made strategic director appointments, bringing global expertise to drive future success. 💰 Rand strength and commodities – The rand was the best-performing currency globally, backed by rising gold, copper, and iron ore prices, while China’s equities showed resilience. Thanks for listening! Follow us on Linkedin .…
![Artwork](/static/images/128pixel.png)
1 📢 Global Market Insights with Reza Fakie 🎧 4:49
4:49
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب4:49![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie. 🔹 US and China led global returns in 2024 🔹 Large caps, momentum, and growth dominated 🔹 Emerging markets' growing influence 🔹 Market disruptions to watch in 2025 Thanks for listening! Follow us on Linkedin .…
![Artwork](/static/images/128pixel.png)
1 What investors need to keep an eye on in 2025 | Quarterly Market Update 20:56
20:56
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب20:56![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence. ✔️ The impact of interest rates on portfolio positioning. ✔️ China’s economic revival and the influence of the US under Trump’s administration. ✔️ Opportunities in emerging markets versus developed markets. ✔️ Key South African sectors to watch. ✔️ The role of technology and sustainability in shaping investment strategies. Thanks for listening! Follow us on Linkedin .…
🎧 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 .…
![Artwork](/static/images/128pixel.png)
1 Market update with Investment Analyst Sehrish Khan 📈 4:14
4:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب4:14![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 The Money Show | A balanced perspective on South Africa’s economic transition 4:05
4:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب4:05![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 Market Insights: Donald Trump’s win, rand volatility, and oil price movements 2:14
2:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب2:14![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 The US election’s ripple effect: How Trump’s victory could impact South Africa 7:34
7:34
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب7:34![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 The Money Show | Key insights on global market trends 6:21
6:21
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب6:21![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 Medium-Term Budget Policy Statement insights with Jason Swartz 4:46
4:46
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب4:46![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 Time to look at South African stocks for growth opportunities 18:35
18:35
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب18:35![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 🌍 Foreign investors remain cautious towards local markets 10:56
10:56
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب10:56![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 🌍 How are we shaping a more sustainable future through responsible investment? 3:20
3:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب3:20![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
🎧 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 .…
![Artwork](/static/images/128pixel.png)
1 The Money Show | South Africa's market strength 5:53
5:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب5:53![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
![Artwork](/static/images/128pixel.png)
1 Discover the benefits of Shari'ah investing 4:40
4:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب4:40![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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 .…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.