Old Mutual Investment Group
latest news & developments
Local assets offering better returns this year, but value trap on the horizon
Old Mutual Investment Group have identified four key themes that will drive their investment decisions next year
Hedging your debts: Smoothing out the impact of high interest rates on the listed property sector
Risk is not something to be shunned, but rather to be respected and, where possible, softened
Local investors need a new playbook on China
China’s economic growth headwinds requires asset managers to change tack
The power of data processing is changing the global investment landscape
Formulating deep, meaningful insights from data helps the Old Mutual Global Managed Alpha Strategy understand market conditions and position its portfolios better
The five trends that may impact your investment outcomes in 2024
As the world changes, so are the trends that influence your investment decisions, but long-term planning remains key
Light at end of tunnel, but wage bill could blow the budget
The treasury is meeting rating agencies that identified the public service compensation as a threat to South Africa’s credit outlook
Report on local financial institutions’ AGMs shows climate pressure is gaining momentum
A Just Share report on the AGMs of seven of SA’s biggest financiers found their climate commitments show promise, but timelines remain sketchy
Naspers and Prosus in share swap Catch-22
Asset managers are concerned about the share exchange but others welcome it because Naspers has dominated the JSE
Institutional investors reject Sasol’s climate plan
But board rejects calls for matter to be discussed at AGM
Old Mutual: Manuel could spend R25bn
Looking at the options available to Finance Minister Trevor Manuel when he delivers his national budget in the National Assembly on Wednesday, the experts of the Old Mutual…