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Old Mutual Investment Group

Old Mutual Investment Group

By: Old Mutual Investment Group
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Episodes
  • Geopolitics impacting the investment landscape

    Geopolitics impacting the investment landscape
    Mar 26 2026

    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, disciplined, and focused on long‑term outcomes.

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    10 mins
  • 🎙 Auction dynamics fuel credit spread tightening in the local debt capital market

    🎙 Auction dynamics fuel credit spread tightening in the local debt capital market
    May 29 2025

    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 approach to building better fair value models

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    47 mins
  • Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status

    Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
    Apr 10 2025

    🎙️ 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 perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think.

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    17 mins
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