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Investment Alchemists series: Unpacking the key risks and opportunities in markets for 2024

‘We think South Africa is going to go through some tough years … and if the private sector is allowed to assist in its recovery, it will come out actually on the better side’: Old Mutual Investment Group chief investment officer Siboniso Nxumalo. ....

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Local investors need a new playbook on China

Stay ahead of the markets with advice from Old Mutual Investment Group on investing in China despite its slowing GDP growth. ....

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Local asset managers wary of piling up on the cheap Rand this time, fearing prolonged pain

Allan Gray usually repatriates US dollars when the Rand weakens rapidly to buy the local currency, but not this time. ....

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'Proceed with caution' Old Mutual says

Old Mutual Investment reduces exposure to SA equities in its Balanced Fund by R1.5 billion to R8.5bn. ....

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S.African company earnings will be positive this year, asset manager says

South African company profits this year will not turn negative even if the economies of the country s biggest trading partners come under pressure, a top local asset manager said on Wednesday.. | May 31, 2023 ....

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