Lessons From The Springboks Old Mutual Wealth podcast

6:19

Beauty is booming – and not just globally. From skincare to makeup and fragrance, SA retailers are waking up to the higher margins and loyal, repeat customers the beauty segment offers. In this insightful interview with Simon Brown, Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth, explains how brands like TFG, Mr Price and Woolworths are tapping into local insights to build private-label beauty offerings that resonate.…

Old Mutual Wealth

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MoneywebNow interview: Estée Lauder: A Cautionary Tale for Quality Investors? 6:47

8 weeks ago6:47

6:47

Once a beauty industry darling, Estée Lauder has lost over 80% of its value since late 2021. What went wrong — and can it be fixed? In this insightful podcast, Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth, unpacks how overexposure to China, reliance on travel retail, and missteps in management turned a premium beauty brand into a turnaround story. “It’s not a brand problem. It’s a management problem,” says Tasneem. “And now it’s a wait-and-see story for the new leadership team.”…

Old Mutual Wealth

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MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy 6:54

9 weeks ago6:54

6:54

Google’s parent company is spending big on AI and cloud infrastructure — a 43% increase on last year’s capex. In this podcast, Private Clients by Old Mutual Wealth analyst Nadine Chetty-Khan explains why this bold move echoes past wins like YouTube, Maps and Android. “Alphabet isn’t just building AI models — it’s building the infrastructure for an AI-powered internet.”…

Old Mutual Wealth

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Standard Bank reports solid interim results 9:25

48 weeks ago9:25

9:25

Africa’s largest financial services provider, Standard Bank reported a resilient 2024 half-year performance amid a challenging credit market in SA. Private Clients Research Analyst, Tasneem Samodien, discusses the results and explains why the team expect Standard Bank to continue growing earnings over the long term.…

Old Mutual Wealth

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Hot 1027 Business Interview 8:41

1 year ago8:41

8:41

Tasneem 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.

Old Mutual Wealth

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MoneywebNOW interview - Victor Mupunga 6:23

1 year ago6:23

6:23

The 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 investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.…

Old Mutual Wealth

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Unpacking the longevity economy & the investment opportunities 20:33

1 year ago20:33

20:33

Andrew 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.

Old Mutual Wealth

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Are the Magnificent Seven valuations justifiable? 10:54

1 year ago10:54

10:54

Andrew 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.

Old Mutual Wealth

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SAFM Radio Interview with Muhammad Rayhaan Sooliman 17:59

1 year ago17:59

17:59

Muhammad 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, whilst doing good to support South African socio-economic development.…

Old Mutual Wealth

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Lessons from the Springboks 13:42

2 years ago13:42

13:42

Izak 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; strong leadership as seen from Siya, Jacques and Rassie; and giving people responsibility, empowering them and holding them accountable to deliver.…

Old Mutual Wealth

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Retirees struggling to live off investment income 5:51

2 years ago5:51

5:51

Roland 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 maximising investment returns.…

Old Mutual Wealth

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South Africa’s economic heritage 11:40

2 years ago11:40

11:40

Izak 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 areas of need.…

Old Mutual Wealth

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MoneywebNOW interview - Mandy Dix-Peek 5:36

2 years ago5:36

5:36

Mandy 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.

Old Mutual Wealth

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MoneywebNOW interview - Tasneem Samodien (August 2023) 4:39

2 years ago4:39

4:39

Tasneem 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.

Old Mutual Wealth

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MoneywebNOW interview - Tasneem Samodien 6:47

2 years ago6:47

6:47

Tasneem 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.

Old Mutual Wealth

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New Cash and Liquidity Solutions offering 7:09

2 years ago7:09

7:09

Ian 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.…

Old Mutual Wealth

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Can SA fill the gap left by foreign investors in government bonds? 11:11

2 years ago11:11

11:11

Moneyweb 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.…

Old Mutual Wealth

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Hot Business Radio Interview - Luke Martins 7:50

2 years ago7:50

7:50

Listen 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.

Old Mutual Wealth

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What steps should I take to start investing? 18:32

3 years ago18:32

18:32

The 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 Securities discusses the steps you should take to start investing. An investment portfolio can create a passive income as a side hustle. Let us help you get started today! For more information visit: https://www.oldmutual.co.za/wealth/hq-buildingwealth/…

Old Mutual Wealth

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How do we invest in an inflationary environment? 17:08

3 years ago17:08

17:08

In 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: https://www.oldmutual.co.za/wealth/hq-investment/…

Old Mutual Wealth

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How to manage money during a global crisis? 12:29

3 years ago12:29

12:29

In 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 information visit: https://www.oldmutual.co.za/wealth/hq-investment/…

Old Mutual Wealth

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How to manage money during a global crisis? 16:31

3 years ago16:31

16:31

In 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.oldmutual.co.za/wealth/hq-investment/…

Old Mutual Wealth

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How innovation leads to sustainable growth 9:04

3 years ago9:04

9:04

In 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: https://www.oldmutual.co.za/wealth/hq-investment/…

Old Mutual Wealth

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How much offshore is enough or too much? 20:35

3 years ago20:35

20:35

In 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 information visit: https://www.oldmutual.co.za/wealth/hq-investment/…

Old Mutual Wealth

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Not all FAANGS are created equally 12:18

3 years ago12:18

12:18

Large 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 risks, it is important that investors clearly differentiate between individual companies.…

Old Mutual Wealth

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RMI’s financial results 6:11

3 years ago6:11

6:11

Victor 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.

Old Mutual Wealth

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Understanding the Private Client Securities investment philosophy 20:47

3 years ago20:47

20:47

In 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.

Old Mutual Wealth

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Glowing results from L'Oréal 5:22

3 years ago5:22

5:22

L'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.…

Old Mutual Wealth

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Do I really need a financial planner in retirement? 14:42

4 years ago14:42

14:42

Stephan le Roux - Financial Planning Coach at Old Mutual Wealth

Old Mutual Wealth

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Am I ready for retirement (the non-financial elements of transitioning) 15:03

4 years ago15:03

15:03

Olwethu Msanabo CFP® - Financial Planning Coach at Old Mutual Wealth

Old Mutual Wealth

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Do I really have to retire? 12:34

4 years ago12:34

12:34

Sharon Moller - Financial Planning Coach at Old Mutual Wealth

Old Mutual Wealth

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The Path to Net Zero: A Multi-Decade Journey, Tasneem Samodien 18:49

4 years ago18:49

18:49

Climate 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.

Old Mutual Wealth

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When the chips are down: investment opportunities in the semiconductor industry 14:27

4 years ago14:27

14:27

Semiconductor 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 talks about the significance of this global semiconductor industry.…

Old Mutual Wealth

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Can small deals save Prosus? 5:56

4 years ago5:56

5:56

Andrew Dittberner and Simon Brown discuss the animal healthcare industry and its compelling long-term investment opportunities, with a focus on Zoetis.

Old Mutual Wealth

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Tasneem Samodien and Michael Avery discuss Disney’s recent solid performance 8:15

4 years ago8:15

8:15

While 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.…

Old Mutual Wealth

1
Mandy Dix-Peek and Michael Avery discuss some of the complexities when dealing with offshore estates 7:40

4 years ago7:40

7:40

With 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 offshore estates.…

Old Mutual Wealth

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Is financial planning worth paying for? 12:48

4 years ago12:48

12:48

Sharon 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

Old Mutual Wealth

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What happens if you go before I do? 10:16

4 years ago10:16

10:16

Shannon 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

Old Mutual Wealth

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Do you think I'm tripping myself up? 10:38

4 years ago10:38

10:38

Olwethu 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…

Old Mutual Wealth

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Does your 'fear of flying' affect me? 16:50

4 years ago16:50

16:50

Yvonne 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

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The power of diversification by selecting the right mix, Stephen Brierley, Head of Retail at Old Mutual Multi-Managers 20:23

5 years ago20:23

20:23

One 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 outcome, but rather preparing for the fact that things can turn out differently to how we might imagine. For more information visit www.ommultimanagers.co.za…

Old Mutual Wealth

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South African interest rate trajectory over the course of 2020, Ameer Amod, Head of Absolute and Fixed Interest 22:16

5 years ago22:16

22:16

This 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.co.za…

Old Mutual Wealth

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How the SA property sector compares to the global landscape, Nosibusiso Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers 12:46

5 years ago12:46

12:46

2020 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.ommultimanagers.co.za…

Old Mutual Wealth

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South African Equity Market Amidst Covid-19, Michael Dodd, Head of Equity at Old Mutual Multi-Managers 20:05

5 years ago20:05

20:05

Covid-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.ommultimanagers.co.za…

Old Mutual Wealth

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Celebrating Women: Gender Equality in the Workplace with Pat Magadla 16:14

5 years ago16:14