Long-Term Perspectives 2022
We have been publishing Long-Term Perspectives annually for the past 9 years. This year, we reflect on the past two years’ investing and recovering from the Covid-19 pandemic.
With the primary objective being to invest for the long-term, we hope that these insights will help clients make the right decisions to help them reach their financial goals in the years and decades to come.
Environment, Social and Governance (ESG) has taken the world by storm. In this video, Tana Mongwe, Investment Analyst at Old Mutual Investment Group, takes a closer look at Responsible Investing and discusses the role of ESG in generating sustainable long-term returns for investors.
Short-term volatility can often lead to investors selling their investments at the worst time – as almost all of the 10 best days on the JSE occurred after bad news or during uncertain times. In this video, Siboniso Nxumalo, Portfolio Manager at Old Mutual Investment Group, looks at the importance of time in the market and staying invested. Remember to look out for our next episode on ESG and long-term perspectives.
While equities are often the winning asset class, it still pays to diversify. In this video, Graham Tucker, Portfolio Manager at Old Mutual Investment Group, looks at the benefit of blending different asset classes and the invaluable role diversification plays in managing risk. Remember to look out for our next episode on the importance of staying invested.
To counter the effects of inflation and low-return investments, you need the higher growth potential of equities. In this video, Urvesh Desai, Portfolio Manager at Old Mutual Investment Group, looks at the opportunities to invest in equities both locally and globally. Remember to look out for our next episode on the importance of diversification.
The first of our lessons is on an investor’s worst enemy: inflation. In this video, Meryl Pick, Portfolio Manager at Old Mutual Investment Group, defines inflation, looks at its drivers and explains what this means for investors. Remember to look out for our next episode on the importance of equities.
In this thought-provoking video series, our Portfolio Managers discuss the long-term behaviour of asset classes and share 8 long-term lessons, taken from our Long-Term Perspectives publication, which are important to the success of your investments.