Old Mutual Investment Group

As the holiday season approaches, we reflect on 2024 with gratitude for the partnerships that made this year extraordinary. May your holiday season be filled with joy, and 2025 bring stronger connections, shared growth, and new achievements. Here’s to brighter horizons. #InvestmentExcellence #Prosperity #FestiveWishes #NewYear2025

🌍 In today’s interconnected world, globalisation touches every aspect of life – from the phones we use to the investments shaping our future. The South African asset management industry is no exception. 📉 With the JSE shrinking and Regulation 28 opening vast offshore opportunities, local managers must evolve into global players to remain relevant. At Old Mutual Investment Group, we have embraced this shift. Our Old Mutual Global Managed Alpha Fund exemplifies how data-driven, systematic strategies can deliver alpha in a globalised world. 📊 The future of asset management is global. South African managers must innovate, embrace data-driven strategies, and compete on the global stage to meet client expectations and unlock new growth avenues. 🌐 🔗 Explore more https://lnkd.in/dGepUwET #Globalisation #InvestmentStrategies #AssetManagement #Regulation28 Siboniso Nxumalo

🌍 Botswana at a crossroads: diamonds, trade, and economic resilience Botswana, long admired for its stability and resource-driven prosperity, is facing significant economic shifts: 💎 Lab-grown diamonds are reshaping the global market, leading to declining natural diamond prices. This poses challenges for a nation where diamonds account for 30% of GDP and 85% of exports. 📈 A trade war with South Africa has highlighted vulnerabilities in Botswana’s economy, driving food inflation and exposing the need for greater local production capacity. 🏦 Despite challenges, Botswana’s listed companies, particularly its banks, are thriving. Pension fund reforms are also injecting fresh momentum into the local financial markets. The question remains: Can Botswana balance short-term pressures while fostering long-term economic resilience? Dive into Portfolio Manager Cavan Osborne’s analysis to explore what lies ahead for this remarkable nation. 📖 https://lnkd.in/dUPGtVkv cavan osborne #InvestmentInsights #EmergingMarkets #BotswanaEconomy #LabGrownDiamonds

Missed it? Watch our webinar now - What’s driving our portfolios? 🌍💼 Top insights from our experts: ✅ Trump 2.0 – Market reactions and economic impact. ✅ Key sectors and stocks to watch. ✅ Opportunities and risks shaping global markets. 👉 Catch the recording here https://lnkd.in/d2NhJbcw #MarketInsights #GlobalEconomy #InvestmentStrategy #PortfolioPerformance

🏆 Breaking barriers, Building wealth. 🏆   Transformed, diverse and delivering stellar global performance. We are proud winners of the 2024 ABSIP Award for Best Black Fund Manager/Team of the Year – Global Assets. #ABSIPAwards #BlackExcellence #GlobalPerformance Mpho Mtsi, FASSA CERA Onele Ncokwana ABSIP National

Off the back of #COP29 this month, our Head of Responsible Investment Robert Lewenson discussed the outcomes of the conference with Business Day, highlighting the need for Government to address gaps in its green energy policy to better facilitate investments critical for South Africa’s energy transition. https://lnkd.in/dWXQkNFg

Showcasing our global Shari’ah capabilities at the Islamic Finance News KSA Dialogues Portfolio Manager Maahir Jakoet showcased our award-winning Shari’ah capabilities at the recent IFN event held in Riyadh.     Maahir spoke about our global expertise, how we manage money on behalf of our clients, while also delivering long-term sustainable returns.   He also unpacked the importance of diversification, our data-driven approach and how we view risk as an additional source of value to ensure clients’ returns are maximised.  Learn more about our Old Mutual Global Islamic Equity Fund and how we deliver excellence in Shari’ah investing https://lnkd.in/dNQKgZ_J #InvestmentExcellence #Expertise #Evidence #InvestingGlobally #GlobalIslamic #ShariahInvesting

We are proud to share that our Quants Analysts Mayuresh Kulkarni and Mahdi Marcus were among those recognised at the Actuarial Society of South Africa (ASSA) Presidential Plenary and Townhall. Their paper proposes a systematic framework to analyse and test indicators from a practitioner’s perspective. Well done team! 🎇 #assa2024za

🎥We’re almost ready to go live! Don’t miss your chance to gain valuable insights and be part of the conversation. It’s not too late to join – grab your coffee, settle in, and click the link below to be part of the action. 🕒 Time: 10:00 - 11:00 💻 Join here: https://bit.ly/3YLpFRQ See you soon! #WebinarReady #JoinUsLive #ExpertInsights #StayConnected Siboniso Nxumalo Irina Schulenburg,CFA®Meryl Pick

📢 On tomorrow’s webinar: Our best ideas – what’s in our portfolios? 📢 You do not want to miss this one because we will cover: 🔹 Top insights on key sectors and emerging opportunities  🔹 A closer look at retail and financial stocks – what’s performing, what’s not, and our medium-to-long-term outlook  🔹 Key drivers of gold performance, with insights into our Old Mutual Gold Fund’s strategy 🗓 Date: 21 November  🕒 Time: 10:00 - 11:00 Join our Chief Investment Officer Siboniso Nxumalo, Head of Equity Research Meryl Pick and Investment Analyst Irina Schulenburg,CFA® Schulenburg for a dynamic and insightful session. Bring your questions and do not miss out on this opportunity to get closer to our strategies and insights. Register NOW: https://bit.ly/3YLpFRQ