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Old Mutual Investment Group

Old Mutual Investment Group

Written by: Old Mutual Investment Group
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Stay up to date with the latest investment news from Old Mutual Investment Group.© 2023 Old Mutual Investment Group Economics Personal Finance
Episodes
  • 🎙 Auction dynamics fuel credit spread tightening in the local debt capital market
    May 29 2025

    Highlights:
    • Credit spreads are tightening—even as risk rises
    • What’s driving demand in a weak-growth environment
    • How auction dynamics and bank guidance skew pricing
    • Fair value vs. mark-to-market: Why it matters to investors
    • Intengo’s approach to building better fair value models

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    47 mins
  • Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
    Apr 10 2025

    🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think.

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    17 mins
  • 📢The Money Show with Peter Brooke
    Apr 4 2025

    In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️

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    4 mins
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