Old Mutual Wealth
50 episodes - English - Latest episode: 3 months ago -Listen to the latest news, insights and views on topical issues. Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Hot 1027 Business Interview
April 29, 2024 10:00 - 8 minutes - 4 MBTasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth discusses Standard Bank’s 2023 full-year results and its exposure to Africa, which is expected to remain a meaningful earnings driver in the long term.
MoneywebNOW interview - Victor Mupunga
April 15, 2024 07:00 - 6 minutes - 4.42 MBThe business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth and Simon Brown, discuss the mixed economic signals in the US and the local economy and outlines our ...
Unpacking the longevity economy & the investment opportunities
March 27, 2024 08:00 - 20 minutes - 14.1 MBAndrew Dittberner, Chief Investment Officer at Private Clients by Old Mutual Wealth, unpacks the longevity economy in more detail and highlights some of the challenges and opportunities.
Are the Magnificent Seven valuations justifiable?
March 22, 2024 09:00 - 10 minutes - 5.01 MBAndrew Dittberner, CIO of Private Clients by Old Mutual Wealth and Classic Business’ Michael Avery talk about the Magnificent Seven and whether their valuations are justified.
SAFM Radio Interview with Muhammad Rayhaan Sooliman
March 08, 2024 07:00 - 17 minutes - 8.25 MBMuhammad Rayhaan Sooliman, Operations Director at Gift of the Givers, talks to Oliver Dixon of SAFM about the newly launched Old Mutual Gift of the Givers Life Fund. Developed in partnership with Old Mutual Wealth, the fund allows the investor to meet their financial goals, whilst using their investment income for humanitarian relief and development in South Africa, by donating it to Gift of the Givers Foundation. A win-win situation where investors get to secure their future and legacy, whi...
Lessons from the Springboks
November 01, 2023 07:00 - 13 minutes - 6.32 MBIzak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Bruce Whitfield about some of the lessons that South Africa, our government and the world can learn from the Springboks following their historic win over the All Blacks for a record fourth time and lifting the Webb Ellis trophy back-to-back. Key learnings include having a long-term plan and the right people to implement it; a simple authentic message focused on a few things that people can relate to and unite behind; ...
Retirees struggling to live off investment income
October 05, 2023 09:00 - 5 minutes - 4.07 MBRoland Grabe, Head of Discretionary Fund Management at Old Mutual Wealth, speaks to Simon Brown of Moneyweb about life and living annuities. He says the investment market volatility, especially in bear markets, make it difficult for retirees to live satisfactorily off their investment income. In addition, investment strategy decisions are tricky and require an investor to have a qualified financial planner to guide them through the various options to how they can mitigate risk whilst maximis...
South Africa’s economic heritage
September 28, 2023 09:00 - 11 minutes - 5.39 MBIzak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Power FM about South Africa’s economic heritage. He delves into the origin of the South African economic system as well as its anchors such as Anglo American, the transition from apartheid to freedom and the era of growth pre-2008, until issues like loadshedding derailed us. He also explains how to enable inclusive growth and deal with low economic growth, by building infrastructure and providing basic services in are...
MoneywebNOW interview - Mandy Dix-Peek
September 13, 2023 07:00 - 5 minutes - 3.88 MBMandy Dix-Peek, Head of Fiduciary at Private Clients by Old Mutual Wealth unpacks the recent changes to the Trust Property Control Act and emphasises the importance of independent, professional trusteeship.
MoneywebNOW interview - Tasneem Samodien (August 2023)
August 10, 2023 13:00 - 4 minutes - 3.25 MBTasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Jimmy Moyaha about the resilience of luxury goods companies despite the tough economy.
MoneywebNOW interview - Tasneem Samodien
July 27, 2023 10:00 - 6 minutes - 4.71 MBTasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Simon Brown about the team’s long-term investment case for Amazon, despite the company’s net loss during 2022.
New Cash and Liquidity Solutions offering
July 19, 2023 06:00 - 7 minutes - 4.96 MBIan Ferguson, Co-Head at Old Mutual Wealth Cash and Liquidity Solutions, talks to Simon Brown of Moneyweb about the new Cash and Liquidity Solutions offering, an alternative entry point to money market-type funds with same-day liquidity and relatively high yield within a well-regulated CIS environment.
Can SA fill the gap left by foreign investors in government bonds?
June 08, 2023 06:00 - 11 minutes - 7.73 MBMoneyweb Radio - 5 June 2023 According to the South African Reserve Bank (SARB), local investors buying government bonds might not be able to fill the gap left by foreigners dumping government bonds as the economy weakens due to constant power cuts. Izak Odendaal, Investment Strategist at Old Mutual Wealth, shares his insights on this interesting topic.
Hot Business Radio Interview - Luke Martins
May 11, 2023 12:00 - 7 minutes - 5.4 MBListen to this insightful discussion with Luke Martins, Financial Planning Coach at Old Mutual Wealth, on why investing in financial markets is the perfect side hustle to help you grow your wealth.
What steps should I take to start investing?
December 21, 2022 07:00 - 18 minutes - 12.8 MBThe investment world can be daunting at times and not having all the information and resources at your disposal can make the process difficult and frustrating. Equipping yourself with the right knowledge by understanding the stock market, investment instruments, your risk tolerance and your time horizon, and having the right resources at your disposal are important aspects of managing your own money. In this podcast Shivani Naidoo, Portfolio Manager at Old Mutual Wealth Private Client Secu...
How innovation leads to sustainable growth
May 16, 2022 09:00 - 9 minutes - 6.27 MBIn this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities discusses how innovation leads to sustainable growth. For more information visit: ...
How do we invest in an inflationary environment?
May 16, 2022 09:00 - 17 minutes - 11.8 MBIn this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Andreea Bunea, Head of Global Equity at Old Mutual Multi-Managers talks about what the landscape would look like in terms of global inflation. For more information visit: ht...
How much offshore is enough or too much?
May 16, 2022 09:00 - 20 minutes - 14.2 MBIn this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Roland Gräbe, Head of Old Mutual Wealth Tailored Fund Portfolios unpacks Regulation 28, diversification and getting the most from your offshore allocation. For more informat...
How to manage money during a global crisis?
May 16, 2022 09:00 - 16 minutes - 11.4 MBIn this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Izak Odendaal, Investment Strategist at Old Mutual Multi-Managers discusses how you go about investing in a time of global crises. For more information visit: https://www.ol...
How to manage money during a global crisis?
May 16, 2022 09:00 - 12 minutes - 8.62 MBIn this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow. Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities unpacks investing and the complex matters that go around investing. For more infor...
Not all FAANGS are created equally
May 10, 2022 07:00 - 12 minutes - 8.47 MBLarge technology companies are often grouped together due to their assumed similarities. However, the shortcomings of this type of broad categorisation were laid bare throughout the COVID-19 pandemic, with the difference between the best and worst performing share price in this group being more than 100% over the last two years. In this radio interview, Victor Mupunga, Senior Research Analyst at Private Client Securities explains that, with widely divergent prospects and facing different ris...
RMI’s financial results
March 29, 2022 07:00 - 6 minutes - 4.28 MBVictor Mupunga, Senior Research Analyst at Old Mutual Wealth Private Client Securities discusses RMI’s financial results with Simon Brown of Moneyweb Radio. He explains why the OUTsurance business remains attractive and represents a great opportunity for investors when it lists as a standalone unit.
Understanding the Private Client Securities investment philosophy
February 16, 2022 07:00 - 20 minutes - 14.3 MBIn this interview, Ryk van Niekerk of Moneyweb and Andrew Dittberner, CIO at Private Client Securities (PCS) discuss PCS’ investment approach and offer some sage advice to investors.
Glowing results from L'Oréal
February 10, 2022 07:00 - 5 minutes - 3.71 MBL'Oréal, leader in the global beauty and personal care market and a holding in the PCS Global Equity Model Portfolio, recently released a strong set of annual results. In this Moneyweb Now interview, Victor Mupunga, Senior Research Analyst at Private Client Securities, discusses L'Oréal's results and explains why Private Client Securities holds the company.
Glowing results from L'Oréal
February 10, 2022 07:00 - 5 minutes - 3.71 MBL'Oréal, leader in the global beauty and personal care market and a holding in the PCS Global Equity Model Portfolio, recently released a strong set of annual results. In this Moneyweb Now interview, Victor Mupunga, Senior Research Analyst at Private Client Securities, discusses L'Oréal's results and explains why Private Client Securities holds the company.
Am I ready for retirement (the non-financial elements of transitioning)
November 11, 2021 11:00 - 15 minutes - 10.4 MBOlwethu Msanabo CFP® - Financial Planning Coach at Old Mutual Wealth
Do I really have to retire?
November 11, 2021 11:00 - 12 minutes - 8.69 MBSharon Moller - Financial Planning Coach at Old Mutual Wealth
Do I really have to retire?
November 11, 2021 11:00 - 12 minutes - 8.69 MBSharon Moller - Financial Planning Coach at Old Mutual Wealth
Do I really need a financial planner in retirement?
November 11, 2021 11:00 - 14 minutes - 10.2 MBStephan le Roux - Financial Planning Coach at Old Mutual Wealth
The Path to Net Zero: A Multi-Decade Journey, Tasneem Samodien
September 27, 2021 10:00 - 18 minutes - 13 MBClimate change poses a myriad of risks to us humans, these risks include food insecurity, scarcity of water, on the other end flooding, infectious diseases, heat, economic losses and displacement. Tasneem Samodien, Research Analyst at Private Client Securities unpacks the path to net zero.
When the chips are down: investment opportunities in the semiconductor industry
July 20, 2021 11:00 - 14 minutes - 10 MBSemiconductor chips are the engine driving the technological transformation of the world. However, without them, there would be no machines to drive the information age. Nevertheless, today, we find ourselves in incredibly precarious positions of relying on just a handful of companies to meet the world's insatiable appetite and desire for faster, more powerful, smaller semiconductor chips. Join Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Client Securities, as he ...
Can small deals save Prosus?
June 04, 2021 10:00 - 5 minutes - 4.1 MBAndrew Dittberner and Simon Brown discuss the animal healthcare industry and its compelling long-term investment opportunities, with a focus on Zoetis.
Tasneem Samodien and Michael Avery discuss Disney’s recent solid performance
May 20, 2021 12:00 - 8 minutes - 5.68 MBWhile the pandemic has crippled some industries and brought giants to their knees, well-run companies with clear and well-executed strategies have emerged from the crisis more robust. In this radio interview, Tasneem Samodien, Research Analyst at Private Client Securities, and Classic Business’ Michael Avery discuss Disney’s recent solid performance.
Mandy Dix-Peek and Michael Avery discuss some of the complexities when dealing with offshore estates
May 20, 2021 12:00 - 7 minutes - 3.54 MBWith more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets. This is more than simply an annoyance in the case of deceased estates as complications can easily hold up processes when multiple jurisdictions are involved. In this radio interview, Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services and Classic Business’ Michael Avery discuss some of the complexities when dealing with ...
Do you think I'm tripping myself up?
March 02, 2021 06:00 - 10 minutes - 7.35 MBOlwethu Msanabo - Financial Planning Coach at Old Mutual Wealth Integrated Wealth Planning is designed to co-create a financial plan underpinned by your lifestyle and financial goals. Before it can be about money, it needs to be about you. For more information visit: https://www.oldmutual.co.za/hardquestions
Is financial planning worth paying for?
March 02, 2021 06:00 - 12 minutes - 8.84 MBSharon Moller - Financial Planning Coach at Old Mutual Wealth We believe that true wealth is about more than just money; it’s about living the life you desire. A financial planner can partner with you to make the right choices. For more information visit: https://www.oldmutual.co.za/hardquestions
What happens if you go before I do?
March 02, 2021 06:00 - 10 minutes - 7.1 MBShannon Loots - Business Coach at Old Mutual Wealth There’s a million reasons why your planner may not be around forever. Here’s why you should start thinking about the future. For more information visit: https://www.oldmutual.co.za/hardquestions
Does your 'fear of flying' affect me?
March 02, 2021 06:00 - 16 minutes - 11.6 MBYvonne Kilian - Financial Planning Coach at Old Mutual Wealth Our personal experiences influence the choices we make when investing. How do you and your planner move beyond these biases to unlock your full wealth potential? For more information visit: https://www.oldmutual.co.za/hardquestions
South African interest rate trajectory over the course of 2020, Ameer Amod, Head of Absolute and Fixed Interest
December 09, 2020 19:00 - 22 minutes - 15.4 MBThis year, interest rates in most developed economies fell to zero, and in some cases, below zero. In this Market Matters Podcast, Ameer Amod, Head of Absolute and Fixed Interest at Old Mutual Multi-Managers, discusses the interest rate trajectory over the course of 2020 and how this has affected the bond market. He also looks at why it's imperative to take a long-term view when it comes to investing and what the outlook for the future could be. For more information visit www.ommultimanagers...
How the SA property sector compares to the global landscape, Nosibusiso Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers
December 09, 2020 19:00 - 12 minutes - 8.87 MB2020 has been a challenging year for local property. In this Market Matters Podcast, Nosibusiso (Busi) Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers, shares her insights on how the local listed property sector compares to the global landscape, from a diversification perspective. She also discusses what the future holds for this sector and the benefits for investors who are prepared to exercise patience as they await a recovery. For more information visit www.ommultimana...
South African Equity Market Amidst Covid-19, Michael Dodd, Head of Equity at Old Mutual Multi-Managers
December 09, 2020 19:00 - 20 minutes - 13.9 MBCovid-19 has required Fund Managers to adjust their sails and take a different approach to how they think about markets and in particular, how they position their portfolios. In this Market Matters Podcast @Michael Dodd, Head of Equity at Old Mutual Multi-Managers, discusses the performance of the South African equity market amidst Covid-19 and how we’ve faired against the global market. He also provides insight into what we can expect from markets in 2021. For more information visit www.omm...
The power of diversification by selecting the right mix, Stephen Brierley, Head of Retail at Old Mutual Multi-Managers
December 09, 2020 19:00 - 20 minutes - 14.1 MBOne of the most important lessons 2020 has taught us is that diversification remains an investors best defense against various market cycles. In this Market Matters Podcast Stephen Brierley, Head of Retail at Old Mutual Multi-Managers discusses the power of diversification by selecting the right mix of securities, asset classes, regions and fund managers to match the profile and goals of each investor. As the future is inherently uncertain, diversification means not taking a bet on a single ...
Market moves and portfolio positioning: Peter Brooke
September 15, 2020 15:00 - 3 minutes - 1.44 MBPeter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector under-performing. In terms of our portfolios, we’ve tilted towards value and reflecting some of these extreme moves. Locally taking some profit in Naspers and adding to challenged banks about a month ago.
Fund Manager, Arthur Karas, breaks down the latest market activity with The Money Show’s Bruce Whitfield
September 15, 2020 15:00 - 9 minutes - 6.38 MBArthur Karas discusses SA Inc shares moving into more positive territory this week, providing glimmers of hope against a gloomy backdrop. He also unpacks Bidvest’s recent results, as well as the more optimistic outlook hinted at by the market’s perspective on SA-focussed companies, and whether the current depressed environment is an opportunity for renewed interest in value investing.
Market Moves and Portfolio Positioning with Peter Brooke
September 15, 2020 15:00 - 3 minutes - 1.44 MBPeter Brooke reflects on August as an interesting month for trends seen in Tesla. leading the NASDAQ down on the back of the US and tech sector under-performing. In terms of our portfolios, we’ve tilted towards value and reflecting some of these extreme moves. Locally taking some profit in Naspers and adding to challenged banks about a month ago.
Fund Manager, Tracy Brodziak, discusses latest market developments with The Money Show’s Bruce Whitfield
September 08, 2020 14:00 - 5 minutes - 3.98 MBFund Manager, Tracy Brodziak, talks latest market news, including the furore around a recent Clicks hair advert and whether this has had any impact on the company’s share price. She also discusses the health of the local banking sector following the release of Capitec’s results yesterday.
Celebrating Women - Pat Magadla (Senior Business Development Manager | Old Mutual Investment Group)
August 26, 2020 11:00 - 16 minutes - 11.2 MBIn celebration of Women’s Month, listen to Pat Magadla, Senior Business Development Manager at Old Mutual Investment Group, as she shares her views on diversity, women’s empowerment and leadership roles in her inspirational talk encouraging the next generation of leaders.
Celebrating Women: New Ways of Thinking about Women in Leadership with Kelly de Kock
August 26, 2020 11:00 - 13 minutes - 9.42 MBIan Fraser sits down with Kelly de Kock, Chief Operating Officer for Old Mutual Wealth Private Client Securities, Treasury and Advisory Services, and Fiduciary Services, as well as Old Mutual International, to celebrate women. They delve into the new way of thinking about women in leadership roles, and the importance of diversity in the workplace. Kelly also talks about: Addressing the impact of gender-based violence The damaging effects of unconscious bias and how men can help change ...
Celebrating Women - Kelly de Kock (Chief Operating Officer for International and Private Client Capabilities | Old Mutual Wealth)
August 26, 2020 11:00 - 13 minutes - 9.42 MBListen to Kelly de Kock, Chief Operating Officer for International and Private Client Capabilities at Old Mutual Wealth, celebrating women and delving into the new way of thinking about women in leadership roles. Kelly also talks about the damaging effects of unconscious bias and how men can help change this.
Celebrating Women: Gender Equality in the Workplace with Pat Magadla
August 26, 2020 11:00 - 16 minutes - 11.2 MBIn celebration of Women’s Month, Ian Fraser sits down with Pat Magadla, a Senior Business Development Manager at the Old Mutual Investment Group to discuss the importance of gender equality in South Africa, especially in the workplace. In this inspiring talk to encourage the next generation of leaders, Pat touches on the impact of gender-based violence in South Africa and shares her views on women’s empowerment. She also delves into: The benefits of diversity in the workplace, especially ...