Long-Term
Perspectives

      Long-Term Perspectives 2023

      We have been publishing Long-Term Perspectives annually for the past 10 years. This year, our analysis includes understanding the major macro-economic drivers of investment returns, such as currency and inflation.

      The aim of this publication is to draw investors’ attention to the long-term patterns in asset behaviour and, in so doing, put shorter-term volatility into perspective. These patterns culminate in eight informative lessons that we believe empower the long-term investor.

      We hope that the lessons we have focused on will help you make the right decisions to grow your wealth in the years and decades to come.

      Long-Term Perspectives 2023

      In this video series, our investment professionals discuss key themes from our Long-Term Perspectives publication, which are important to the success of clients’ investments.

      Escaping the grip of inflation

      Unless you can grow your investments at least in line with inflation, you will face a declining value of your investments over time. In this video, Meryl Pick, Portfolio Manager at Old Mutual Investment Group, looks at why it is important to plan carefully and ensure you invest in growth assets that can deliver inflation-beating returns over the long term.

      Meryl Pick

      The power of diversification

      The best way to reduce volatility and manage risk is to diversify across different asset classes, as it reduces the impact that a single poorly performing asset has on your overall portfolio. In this video, Graham Tucker, Portfolio Manager at Old Mutual Investment Group, looks at how you can harness the power of diversification to give your portfolio resilience and help you to reach your long-term investment goals.

      Graham Tucker

      The High Price of Missing Out

      Short-term volatility can often lead to investors selling their investments at the worst time. History shows us that the worst days on the market are usually followed by the best days. In this video, Jason Swartz, Portfolio Manager at Old Mutual Investment Group, explains why it is important to stay invested and avoid the high price of missing out.

      Jason Swartz

      Integrating ESG in investing

      In this video Nicole Martens, Head of Stewardship at Old Mutual Investment Group, discusses the key tenets of Responsible Investing and how we use ESG principles to deliver sustainable risk-adjusted returns for investors.

      Nicole Martens

      Insights