Best Old Mutual Investment Group Podcasts (2025)

1
Retirement Investing Is Not as Difficult as Wall Street Has Made It! 23:43

11h ago23:43

23:43

There aren't many things that can happen economically, geopolitically, or socially that the stock market is not familiar with. If there were a way to invest in retirement that was effective in all market environments, would you want to know about it? Of course you would, so don't miss this episode of The Retirement Income Show with Dave Stearns!…

1
What Should I Do with My 401(k)? 23:24

7d ago23:24

23:24

Many people don’t even think about their 401(k) when they change employers. In fact, some people don’t even know the options for their employer plans. On this episode of The Retirement Income Show with Dave Stearns, we’ll help you sort it all out so that you know the next steps to take. We're covering the purpose of a 401(k), pensions, investment o…

1
Investment Idea: Old Mutual - 15 April 2025 2:47

11d ago2:47

2:47

Our team of skilled analysts recently reviewed their Old Mutual recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general infor…

1
What Advisors Should Not Do in Retirement Planning 24:15

14d ago24:15

24:15

In some ways, we could call this episode the "bloopers" of what advisors do in retirement planning. In a lot of cases, many advisors don't know what they don't know. If you apply the same strategies in retirement that you used when you were in the savings years, you could be in for financial ruin when it comes to living out retirement. If you want …

1
Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status 16:33

17d ago16:33

16:33

🎙️ 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 tre…

1
Outlining Your Retirement Strategy 24:15

21d ago24:15

24:15

When you think about retirement, having a strong outline of the primary elements can put you way ahead of the game when you reach that milestone. Join us for this episode of The Retirement Income Show with Dave Stearns as we focus on the outline so that you can fill in the blanks to your retirement!By Dave Stearns

1
📢The Money Show with Peter Brooke 3:35

23d ago3:35

3:35

In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuabl…

1
The Bias of Wall Street 24:20

28d ago24:20

24:20

As human beings, we're all biased, and it's important that we know that about ourselves. If you're working with a financial advisor, it's critical that you understand his/her bias as they're helping you in your retirement. If you want to learn more about the potential bias of your financial advisor, don't miss this episode of The Retirement Income …

1
Common Retiree Questions 24:29

1M ago24:29

24:29

Retirement can be challenging and brings up lots of questions, regardless of how much money you have. We know these questions can weigh heavily on you, and it's our job to help you get answers. Join us for this episode of The Retirement Income Show with Dave Stearns as we address some common retiree questions!…

1
Investment Idea: Aspen - 25 March 2025 3:05

1M ago3:05

3:05

Our team of skilled analysts recently reviewed their Aspen recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
The Money Show market update with Investment Analyst Siya Mbatha 4:49

1M ago4:49

4:49

📌 Premier Group Expected full-year earnings growth of 20-30% Maintained margins despite soft commodity cost increases Strong capital expenditure discipline and pricing strategy 📌 Raubex Earnings set to rise to 25% Diversified away from Sanral into infrastructure and mining The Bauba acquisition is promising but poses cash flow challenges 📌 Gold Fie…

1
🎙 Market update: Banking and mining in focus 3:48

1M ago3:48

3:48

Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity. Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects. Transnet’s rail performance – Notable improvements have strengthened Sout…

1
Budget 2025: Exploring the key changes in the 2025 budget speech and the impact on the South African economy: PSG Think Big Series 30:57

1M ago30:57

30:57

Mr Christopher Axelson: Acting Deputy Director General: Tax and Financial Sector Policy Facilitated by Alishia Seckam: Broadcast and financial journalist. Mr Christopher Axelson, Deputy Director at National Treasury and Acting Head of Tax and Financial Sector Policy, will provide an in-depth analysis of the budget speech delivered by the Minister o…

1
How to Invest No Matter What Happens to the Economy with Trump 2.0 24:20

1M ago24:20

24:20

What comes to your mind when you hear the phrase "Trump 2.0?" Maybe you feel positive emotions, perhaps you are scared, or maybe you worry that the stock market seems uncertain about him right now. No matter what comes to your mind, if you want to learn how to invest no matter what happens to the economy with Trump 2.0, then this episode of The Ret…

1
Investment Idea: Sasol Limited - 14 March 2025 3:20

1M ago3:20

3:20

Our team of skilled analysts recently reviewed their Sasol recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
🔊SA Budget update: What investors need to know 4:47

2M ago4:47

4:47

The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted? Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook: - The revised VAT proposal and its implicat…

1
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol 5:00

2M ago5:00

5:00

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability. What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics …

1
🎙 Market Update with Siboniso Nxumalo 5:27

2M ago5:27

5:27

Key takeaways from The Money Show: ✅ Santam: Strong recovery post-COVID; net income up 51%. ✅ Aspen: New contracts and higher margins drive a 12% share price jump. ✅ Bidvest: Diversified results – international growth offsets local economic challenges. Thanks for listening! Follow us on Linkedin.By Old Mutual Investment Group

1
DOGE Your Budget In Retirement 24:34

2M ago24:34

24:34

Have you ever wondered what it might be like to have Elon Musk take a look at your monthly expenses? Do you think he might find some pork if he rummaged through your checkbook? Join us for this episode of The Retirement Income Show with Dave Stearns as we discuss what it might be like if you were "DOGE'd."…

1
Investment Idea: Sibanye Stillwater - 27 February 2025 2:33

2M ago2:33

2:33

The recent transaction and events from Sibanye Stillwater: The long-term platinum price is expected to range between $900 and $1 100 due to an increasing demand for Electric Vehicles (EVs) making up a larger percentage of global car sales. Lower prices Platinum Group Metals will reduce supply, supporting prices. The ZAR platinum price has shown con…

1
📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan 3:44

2M ago3:44

3:44

📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data. 🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics. 🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitic…

1
Investment Idea: British American Tobacco - 25 February 2025 3:04

2M ago3:04

3:04

After two years of declining cigarette volumes, the revocation of the menthol ban should mitigate declining volumes, although negative volumes are still expected. Key points in the investment thesis are: Management states that illicit vapour in the US account for 60% of sales. The FDA is moving too slowly at the frustration of management. Aim for 5…

1
Budget 2025 cancelled - What does this mean for the GNU, the future of democracy and SA’s economy: PSG Think Big Series 32:11

2M ago32:11

32:11

Justice Malala: Renowned South African political journalist, commentator and best-selling author Facilitated by Alishia Seckam: Broadcast and financial journalist. Justice Malala is a political analyst, best-selling author, newspaper columnist, media entrepreneur, talk-show host and public speaker. He is regarded as one of Africa’s most prominent i…

1
The Big Five of Income Investing 24:12

2M ago24:12

24:12

What comes to your mind when you hear the phrase "The Big Five?" Is it the five widely known personality traits or perhaps the big five animals from Africa? If you want to learn about the Big Five investments that we use to create stable and renewable income in retirement, then don't miss this episode of The Retirement Income Show with Dave Stearns…

1
📊 Budget 2025 Postponed – What this means for SA 5:05

2M ago5:05

5:05

🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈. 🔑 Key takeaways: 💰 The budget was delayed due to disagreements over a potential VAT hike. ⚖️ This could signal cracks in t…

1
📊 Market Insights with Arthur Karas 3:44

2M ago3:44

3:44

🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates: 💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices. 🏗️ Afrimat’s diversified strateg…

1
Investment Idea: Shoprite - 12 February 2025 1:50

2M ago1:50

1:50

• This is the pre-eminent food retailer in South Africa, with the best margins and the most effective management, but its sheer size limits the potential for above industry growth (even market share gains will become limited) and its valuation is full. • Key points in the investment thesis are: a. Group revenue growth of 9.5%, however, this was mai…

1
📊 Market Insights with Peter Brooke 5:33

3M ago5:33

5:33

🎧 On The Money Show, Portfolio Manager Peter Brooke shared key market updates: 📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth. 🌍 Leadership moves – Capitec & BAT made strategic director appointments, bringing global expe…

1
Avoiding Extremes in Your Retirement Plan 24:44

3M ago24:44

24:44

Are you the kind of person that tends toward extremes in your life, or do you prefer to keep it in the middle of the road? Regardless of which type of person you are, you must avoid extremes in your retirement plans. If you want to learn more about retirement planning extremes and how to avoid them, don't miss this episode of The Retirement Income …

1
SONA Summary - Adriaan Pask 5:35

3M ago5:35

5:35

Listen to Wealth CIO, Adriaan Pask as he summarises the SONA of last night where President Cyril Ramaphosa spoke about international relations, growth reforms and crime.

1
📢 Global Market Insights with Reza Fakie 🎧 4:49

3M ago4:49

4:49

Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie. 🔹 US and China led global returns in 2024 🔹 Large caps, momentum, and growth dominated 🔹 Emerging markets' growi…

1
What investors need to keep an eye on in 2025 | Quarterly Market Update 20:56

3M ago20:56

20:56

As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence. ✔️ The impact of interest rates on portfolio positioning.…

1
How Much Can I Take? 24:58

3M ago24:58

24:58

How much money can you comfortably take from your investments when you retire? This is a common question that we often get in our office. If you don't have a good answer, you could run into lots of troubles in retirement, so tune into this episode of The Retirement Income Show with Dave Stearns as we tackle this topic!…

1
Minimizing Surprises in Retirement 24:04

3M ago24:04

24:04

Birthday surprises, surprise trips, financial surprises...Not all surprises are equal. Whether you love or despise them, we all have one thing in common: We don't like bad surprises, especially when it comes to our finances in retirement. If you want to learn how to minimize surprises in your retirement, don't miss this episode of The Retirement In…

1
Investment Idea: Naspers and Prosus - 14 January 2025 2:01

3M ago2:01

2:01

For our latest Event Impact Assessment, our team of skilled analysts reviewed Naspers and Prosus half-year results for FY25. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The inform…

1
Back to Basics for 2025 24:14

4M ago24:14

24:14

One of our favorite aspects of a new year is the fresh start! It provides an opportunity to reflect on the previous year and put new plans in place. Reviewing financial basics can help lay the foundation for a successful year, and the beginning of the year is the best time to do so. Join us for this special edition of The Retirement Income Show wit…

1
📈Navigating Market Volatility 4:13

4M ago4:13

4:13

🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insight…

1
Red Election Sweep and Your Retirement 24:22

4M ago24:22

24:22

The election is behind us and the Red Sweep of the Presidency, House, and Senate is on everybody’s mind. If you’re wondering how the new administration can affect your retirement plans, you’ve come to the right place. We're breaking it all down for you on this episode of The Retirement Income Show with Dave Stearns!…

1
Year-End Financial Planning Checklist 25:03

4M ago25:03

25:03

The end of the year is the perfect time to create and review a year-end financial planning checklist, ideally with a financial advisor. The items included on your checklist may vary depending on your age and situation, but if you are actively saving for retirement (especially if you are already retired or within 15 years of retirement), listen to t…

1
Investment Idea: MTN - 4 December 2024 1:29

5M ago1:29

1:29

Our team of skilled analysts recently reviewed their MTN recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information.…

1
Market update with Investment Analyst Sehrish Khan 📈 4:14

5M ago4:14

4:14

US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on …

1
The Money Show | A balanced perspective on South Africa’s economic transition 4:05

5M ago4:05

4:05

For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show, where he unpacked the following key issues: 📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase. 📊 Boxer listing: A promising new market entrant valued at R54/share, showcasi…

1
Inclusive Economic Growth - Building Sustainable Township Economies: PSG Think Big Series 29:43

5M ago29:43

29:43

Teboho Nthoana: 2024 PSG Think Big SA competition winner Facilitated by Alishia Seckam: Broadcast and financial journalist. As a township entrepreneur, Teboho, who holds a Master's degree and currently pursuing his PhD, has experienced firsthand the challenges of township small businesses and is determined to use his journey to inspire others and p…

1
Retirement Income for the Single Retiree 24:49

5M ago24:49

24:49

We often talk about how to plan for and achieve a stress-free retirement as a couple, but many of our clients and listeners are single, divorced, or widowed. In our many years of working with retirees, we have found that there are some unique aspects of retiring single that get overlooked, and their neglect can have an even more significant impact.…

1
Investment Idea: Redefine - 18 November 2024 2:30

5M ago2:30

2:30

Our team of skilled analysts recently reviewed their Redefine recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…

1
Investment Idea: Sasol - 15 November 2024 2:53

5M ago2:53

2:53

Our team of skilled analysts recently reviewed their Sasol recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
Vote for a Winning Retirement 24:39

5M ago24:39

24:39

As we exit election season in the United States, did you know that you can have a vote in retirement? When you get to the retirement stage of life, you have the ability to make decisions about your investments, goals, and dreams; these are important aspects of building a stress-free retirement. If you want to learn how to cast your vote for a winni…

1
Market Insights: Donald Trump’s win, rand volatility, and oil price movements 2:14

5M ago2:14

2:14

Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers: Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief. Global oil prices: Supply conce…

1
How to Have a Stress-Free Retirement 24:34

6M ago24:34

24:34

Nobody wants stress and anxiety in retirement, especially after working so hard and sacrificing so much to get there. If you want to learn the keys to a stress-free retirement, you've come to the right place because that's what we're going to reveal to you on this episode of The Retirement Income Show with Dave Stearns. You won't want to miss it!…

Podcasts Worth a Listen

Old Mutual Investment Group Podcasts

Podcasts Worth a Listen

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