Old Mutual Investment Group have identified four key themes that will drive their investment decisions next year
Risk is not something to be shunned, but rather to be respected and, where possible, softened
China’s economic growth headwinds requires asset managers to change tack
Formulating deep, meaningful insights from data helps the Old Mutual Global Managed Alpha Strategy understand market conditions and position its portfolios better
As the world changes, so are the trends that influence your investment decisions, but long-term planning remains key
The treasury is meeting rating agencies that identified the public service compensation as a threat to South Africa’s credit outlook
A Just Share report on the AGMs of seven of SA’s biggest financiers found their climate commitments show promise, but timelines remain sketchy
Asset managers are concerned about the share exchange but others welcome it because Naspers has dominated the JSE
But board rejects calls for matter to be discussed at AGM
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/ 19 February 2008
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 Investment Group reckon that he could have as much as R25-billion to play with. But how would he spend it?