Investment
Insights

Investing in a world of paradox
      Old Mutual Investment Insights 2023

      Despite recent shocks, global connectedness rebounded in 2022, to refute the perception of a move to regionalisation. In a world of paradox, opportunities and threats co-exist, and there is heightened uncertainty. In the past year, socio-economic conflict such as the Russian/Ukraine war intensified an unprecedented global theme of inflation, interest rates, rising food and fuel prices, and the general cost of living, contributing to jittery market confidence.

      South Africa feels these issues acutely as an emerging market wrestling with high levels of unemployment, poverty, sustained low economic growth, and a dwindling energy supply.

      Investors look to financial planners and investment managers to help them navigate the short-term turbulence with the long-term need for returns. Here at the pinnacle of complexity, our ability to continuously adapt and be resilient may be our saving grace.

      Our recent Investment Insights conference focussed on the future and how we can navigate our new world of paradox, complexity and opportunity together.

      Investing in a world of paradox

      South Africa is the champion of contradictions with the world’s highest Gini coefficient, a developing and developed country, a leader in the health sciences with Grade 4s who can’t read, a leading constitutional democracy rife with corruption and poor governance, and a supplier of 45% of power in Africa and plagued by loadshedding. As a custodian of South Africans’ investments, how do we remain resilient despite adversity? How do we constantly innovate and adapt to navigate these paradoxes? How do we deliver investment returns for our clients to sustain them in this ever-changing world?

      Finding the Balance: Navigating Paradoxes in the Investment Landscape
      In a world of paradox, investors look to financial planners and investment managers to help them navigate the short-term market turbulence with the long-term need for returns. Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group shares key investment views and how our portfolios are positioned to find the balance in this world of paradox.

      Panel discussion: Anticipating and Seizing Opportunities in Emerging Markets

      Emerging markets provide an opportunity for growth and diversity in an investment portfolio. In this video, our panellists share their views on the current and future opportunities they see in emerging markets and discuss how our investment solutions are positioned to best capture these opportunities.


      Life lessons of a Rugby Champion: On trials, triumph and leaving a legacy

      Tendai Mtawarira - or ‘The Beast’ as he is affectionately known - is one of the most iconic players to have ever represented South Africa and the Springboks. The powerful former prop played 117 Tests for the Springboks, only behind Bryan Habana and Victor Matfield on the all-time list for national appearances. He also finished his career as the most capped Super Rugby player in South Africa, having featured in 159 games for the Sharks. In this video, Tendai shares his life story and future goals, which are a true testament to being resilient and working towards a sustainable future.