At Old Mutual Investment Group, our experienced team makes use of both fundamentals and systematic analysis to help clients capitalise on opportunities in any market environment.
Watch all the insights shared by the speakers on the day.
Gontse Tsatsi, Head of Retail Clients at Old Mutual Investment Group explores investment research approaches: fundamental, quantitative as well as systematic, and the role of indexation. He also touches on key trends in the South African investment market and highlights global opportunities.
Siboniso Nxumalo, our Chief Investment Officer, shares valuable perspectives on finding global investment opportunities. He unpacks how Old Mutual’s diverse strategies which comprise quantitative, indexation and fundamental approaches, help financial planners and clients navigate global market headwinds and capture tailwinds. Siboniso discussed the impacts of high global debt and interest rates, while also highlighting commodities trends and opportunities locally and globally, especially where strong tailwinds are creating unique value for investors in SA markets.
Global Panel Discussion
In the panel discussion, led by Old Mutual Multi-Managers CIO Roland Gräbe, we explored the nuances of global investing and indexation. Old Mutual Investment Group Portfolio Managers Reza Fakie and Anelisa Balfour discussed strategies in global equity management, focusing on performance and generating alpha. They unpacked trends that drive portfolio strength, shared guidelines on navigating global markets to meet client objectives, insights on the MSCI World Index, and the role of ESG indices, covering risks as well as likely returns. The panel also highlighted Shari'ah-compliant solutions for values-aligned investing.
Dr Adrian Saville, Business School Professor and Founder of Boundless World, shared his expertise on finding investment opportunities in a maturing democracy. He discussed how to identify growth opportunities in times of headwinds and tailwinds, unpacking the impact of South Africa's GNU and economic trends on investment. Adrian explored the economic drivers of country and company performance, and the role of the rand, bond market and equity indices. He closed with a hopeful outlook for South Africa as one of the fastest-growing regions, highlighting the potential of indexation and multi-asset allocation strategies.
The panel discussion, hosted by Adrian Saville of Boundless World, brought together investment professionals to explore the growing role of indexation in South Africa. Roland Gräbe, CIO at Old Mutual Multi-Managers, Anelisa Balfour, Portfolio Manager at Old Mutual Investment Group, and Derick Dicks, Independent Financial Planner unpacked key topics around asset allocation, local equity and offshore exposure, and the science behind effective, long-term investment strategies. They emphasised the need for greater investor education on index funds. The panel also shared insights on managing investment risks and inflation, illustrating why indexation remains a valuable tool for investors in today’s turbulent market.
Hennie Grove, National Sales Manager: Retail Clients at Old Mutual Investment Group, covers key highlights from the Investment Insights conference. He explores our fund offerings, the role of AI and technology, and indexation. He also spotlights our global range, focusing on the Old Mutual Global Managed Alpha and Old Mutual Islamic Equity Feeder Funds.