Old Mutual Investment Insights 2022

We’re living through major global and local events, from natural and health disasters, old and new wars, social and political unrest, and global demographic shifts and deglobalisation among others. Adding to this complexity is that to limit the damage, governments are openly participating in the market. There are also emerging market themes that are driven mostly by millennial and gen Z investors. They are increasingly investing in blockchain and values-based products, visibly impacting the growth of emerging themes like cryptocurrency, ESG and ethical investments.

In times like these, it pays to have expertise in implementing various investment approaches that work for the benefit of the investor.

Our recent Investment Insights conference considered the complexity of navigating markets in unpredictable times and shared how we manage to deliver long-term sustainable risk adjusted returns for investors.

Finding value in unpredictable times

Where to next? After the past few years, that is the question on most investor’s minds. That, and…are we ever going to get over the uncertainty? So how do we find a win-win in investment management in unpredictable times?

Market update – Taking advantage of the imperfection in the market

There are many trends shaping markets. Hywel George, Director of Investments at Old Mutual Investment Group, discusses how we’ve taken advantage of imperfection in the market to deliver strong short-term performance and how we aim to sustain this performance going forward.

Hywel George - Director of Investments at Old Mutual Investment Group

Why fundamental analysis is still key in a time of volatility

As the best analytical tool over the long term, fundamental analysis has kept us grounded amidst the noise. Siboniso Nxumalo, Portfolio Manager at Old Mutual Investment Group explores how fundamental analysis anchors investment decisions during times of volatility.

Siboniso Nxumalo - Portfolio Manager at Old Mutual Investment Group

Panel Discussion

Our panellists, Bernisha Lala, Fawaz Fakier, and Gontse Tsatsi, take a closer look at implementing Responsible Investing through a systematic approach, and share their insights on how we leverage the fast changing environment and considerable information to optimise ESG investing.

“A country worth fighting for”

As a seasoned frontline journalist and broadcaster, Mandy Wiener has a unique perspective on current affairs and how history unfolds in South Africa. Through her stories, she will inspire you not to be apathetic or complacent, but to fight for a better South Africa.

Mandy Wiener – South African journalist and author