We’re now halfway through 2025 and it’s fair to say this year has brought with it high levels of uncertainty. Internationally, much of this stems from the US administration. In this edition, we unpack the global and local events shaping investor sentiment, offer insights on how to navigate the noise.
Join Izak Odendaal and Victor Mupunga, as they unpack the impact of the SA Budget Speech 3.0 – reflecting on the macroeconomic and investment market environment, what it means for taxpayers and investors alike. Insightful and relevant.
OML’s 2024 financial results reflected resilience and strong growth and performance. Headline earnings up 14% a solid 4% increase in operating profit, and assets under management up 10% reaching R1.5 trillion. Key contributors include Old Mutual Wealth, the Old Mutual Insure and Old Mutual Investments across SA, Malawi and Kenya.
Old Mutual Wealth proudly launched EQT (pronounced equity, and formerly My Wealth Trader), reflecting our commitment to innovative and dynamic investing. This cutting-edge trading tool lets SA investors trade in over 60 000 investment instruments worldwide. Ideal for both seasoned and first-time investors.
Old Mutual Multi-Managers wins again! For the seventh consecutive year, the Old Mutual Multi-Managers Long Short Equity Fund of Hedge Funds was named Best Fund of Hedge Funds over five years at the 16th annual HedgeNews Africa Awards.
Shari’ah investing is gaining ground as a responsible, ethical and sustainable approach. It offers valuable diversification, especially in light of current socio-political and investment market volatility. Over and above earning returns in an ethical manner, our Shari’ah funds contribute all earnings gotten through non-permissible income to social causes around South Africa.
The US tariff hikes issues by US President Donald Trump, on countries such as China and South Africa, have disrupted markets and strained global trade. A 90-day pause was issued to allow trade talks. Izak Odendaal, our Chief Investment Analyst, shares insights on the current economic landscape.
