Best Old Mutual Investment Group Podcasts (2024)

1
The Money Show | Market dynamics following the new cabinet announcement 5:05

1d ago5:05

5:05

On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-c…

1
What We Believe at The Retirement Income Show 24:54

2h ago24:54

24:54

Have you ever stopped to think about what you really believe regarding investing in your retirement? What has shaped your beliefs in the things that you think about when it comes to investing? Do you know what your advisor really believes? If you're unsure about the answers to those questions, you don't want to miss this episode of The Retirement I…

1
Can 4% Be Better Than 7%? 24:51

5d ago24:51

24:51

Is it possible that earning a lower rate can be better than earning a higher one? Understanding this mystifying financial paradox might just save your retirement. We're revealing that secret for you on today’s episode of The Retirement Income Show with Dave Stearns.By Dave Stearns

1
Is this the new dawn for SA? 5:28

7d ago5:28

5:28

Portfolio Manager Jason Swartz gives an update on the recent developments in the political space. While markets were experiencing pronounced uncertainty before and during the election, South Africa is no stranger to volatility. Listen to Jason's analysis to understand what this shift means for investors and how it might shape the economic landscape…

1
All Things RMD 24:23

12d ago24:23

24:23

Why does the government force you to take money out of your retirement accounts? At what age do you have to begin? How much do you have to take out? What happens if you forget? If you have retirement accounts, don't miss this episode of The Retirement Income Show with Dave Stearns, as we answer these questions and discuss all things Required Minimu…

1
Investment Idea: Redefine - 21 June 2024 2:40

13d ago2:40

2:40

Our team of skilled analysts recently reviewed their Redefine recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…

1
Investment Idea: Renergen - 20 June 2024 2:56

13d ago2:56

2:56

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Renergen. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gen…

1
The Money Show | Navigating Volatile Markets 4:02

1M ago4:02

4:02

In this interview Arthur Karas discusses the current market volatility and potential impacts of coalition government discussions on the South African economy. Key points covered: - Financial market uncertainty amidst coalition talks - Rand volatility and potential sell-off scenarios - Comparisons with historical events and similar emerging markets …

1
Navigating Change: The Aftermath of the National Elections: PSG Think Big Series 30:46

1M ago30:46

30:46

Moeletsi Mbeki: Political Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Moeletsi Mbeki is a political analyst, author, and an entrepreneur. He is the Chairperson of The South African Institute of International Affairs (SAIIA) based at the University of the Witwatersrand advancing a well-governed, peaceful, economically …

1
Investment Idea: Old Mutual - 3 June 2024 2:25

1M ago2:25

2:25

Our team of skilled analysts recently reviewed their Old Mutual recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general infor…

1
Investment Idea: Sibanye - 3 June 2024 2:37

1M ago2:37

2:37

For our latest Event Impact Assessment, our team of skilled analysts reviewed Sibanye update for the quarter ending 31 March 2024 released in May 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessari…

1
Money Show | Big changes at Pick n Pay and market reactions 4:06

1M ago4:06

4:06

On the latest Money Show Peter Brooke discusses the significant changes happening at Pick n Pay. The market is responding positively, with the share price up 6.6% today and 25% for the week, despite the company reporting a substantial loss. Thanks for listening! Follow us on Linkedin.By Old Mutual Investment Group

1
Investment Idea: South African Banks - 28 May 2024 2:51

1M ago2:51

2:51

Our team of skilled analysts recently reviewed their SA Banks recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…

1
Retirement Planning No Matter How Much Money You Have 25:24

1M ago25:24

25:24

Have you ever wondered if how you plan and invest in retirement should vary given the size of your nest egg? Do the planning and investing principles change if you have more or less money in retirement? Will your nest egg support you in retirement? We're answering these questions and discussing retirement planning no matter how much money you have …

1
Investment Idea: PPC - 21 May 2024 1:24

1M ago1:24

1:24

For our latest Event Impact Assessment, our team of skilled analysts reviewed PPC full year results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. Th…

1
Investment Idea: MTN - 9 May 2024 3:08

2M ago3:08

3:08

Our team of skilled analysts recently reviewed their MTN recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information.…

1
The Money Show | Markets in better territory 8:16

2M ago8:16

8:16

In this market wrap-up, Meryl Pick offers valuable insights into market movements. Despite some fluctuations, mining shares rebounded, driving the All Share Index up by 348 points. Meryl delves into the dynamics behind these movements, highlighting the influence of recent corporate actions like Anglo American's potential deal and global economic fa…

1
Investment Idea: Capitec - 3 May 2024 2:34

2M ago2:34

2:34

For our latest Event Impact Assessment, our team of skilled analysts reviewed Capitec full year results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG…

1
Listener Questions 26:22

2M ago26:22

26:22

As you can imagine, we get asked a lot of questions by our listeners and people in the community. Many of these questions are similar in nature but might have a different spin. They're all important, and not getting the answers you need can throw a wrench in your retirement. We're answering a few of the top questions in this episode of The Retireme…

1
The Money Show | Stock market driving our economy 8:17

2M ago8:17

8:17

In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astut…

1
Investment Idea: Naspers and Prosus - 29 April 2024 1:42

2M ago1:42

1:42

For our latest Event Impact Assessment, our team of skilled analysts reviewed Naspers and Prosus first-half results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily …

1
Retirement FAQs 25:37

2M ago25:37

25:37

Many people wonder how they're doing in retirement compared to others because oftentimes retirees don't disclose their financial position with each other. If that sounds like you, don't miss this episode of The Retirement Income Show with Dave Stearns where we are pulling back the curtain and talking about retirement's most frequently asked questio…

1
Lead up to elections 2024: Potential coalitions, predicted outcomes and possible impact on SA: PSG Think Big Series 32:45

2M ago32:45

32:45

Sanusha Naidu: Foreign Policy Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Sanusha Naidu is a foreign policy analyst. She has a Masters in International Relations from the University of Staffordshire, United Kingdom. She has previously worked at the Centre for Conflict Resolution based in Cape Town and managed the Sout…

1
Estate Planning 28:17

3M ago28:17

28:17

When most people think about financial planning, they think about money. That makes sense, but if you overlook the crucial cornerstone of Estate Planning, you may create a disaster for your family and for your legacy. We know you don't want that, so we're hitting it hard in this episode of The Retirement Income Show with Dave Stearns.…

1
Investment Idea: Aspen - 18 April 2024 2:58

3M ago2:58

2:58

For our latest Event Impact Assessment, our team of skilled analysts reviewed Aspen first-half results for FY24 released on 4 March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PS…

1
PSG Financial Services Annual Results Presentation_FY2024 13:18

3M ago13:18

13:18

CFO Mike Smith talks about our results for the year ended 28 February 2022. Our full annual results are available at https://www.psg.co.za/investor-relations/overview or watch the video https://youtu.be/oyHsx70aLSg PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. T…

1
Now Is the Time to Lock in Yields before the Feds Lower Interest Rates 28:49

3M ago28:49

28:49

While investing isn't easy and often takes a lot of guts and patience, rarely do we get clear signs of what to buy and when to buy it. This is one of those rare times; the economy and the Feds have given us a great gift and you won't want to miss this episode of The Retirement Income Show with Dave Stearns where we explain why now is the time to lo…

1
Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024? 8:49

3M ago8:49

8:49

In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return. Thanks for listening! Follow us on Linkedin.By Old Mutual Investment Group

1
Investment Idea: Impala Platinum - 8 April 2024 1:53

3M ago1:53

1:53

For our latest Event Impact Assessment, our team of skilled analysts reviewed Impala Platinum first-half results for FY24 released in March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily tho…

1
Foundations of a Solid Retirement Plan 28:53

3M ago28:53

28:53

If you try to build a house on a shaky foundation, you run the risk of the entire house collapsing. The same is true of your retirement plan. We're digging into the key pillars of a solid retirement plan on this episode of The Retirement Income Show with Dave Stearns.By Dave Stearns

1
Investment Idea: FirstRand - 2 April 2024 3:41

3M ago3:41

3:41

Our team of skilled analysts recently reviewed their FirstRand recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general inform…

1
How to Know if Investing for Income Is Right for You 27:59

3M ago27:59

27:59

As Income Specialists, we have seen that it makes a lot of sense for most of you to shift your investment focus from growth to income in the years just before and during retirement. But how do you know if an income investment strategy is truly right for you? In this episode of The Retirement Income Show with Dave Stearns, we're helping you make tha…

1
Investment Idea: Shoprite - 27 March 2024 2:26

3M ago2:26

2:26

For our latest Event Impact Assessment, our team of skilled analysts reviewed Shoprite first-half results for FY24 released on 5 March 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of…

1
Governing in an election year: Discussing the challenges municipalities face including delivery of basic services and how to ensure continued progress despite constraints: PSG Think Big Series 37:35

3M ago37:35

37:35

Geordin Hill-Lewis: Executive Mayor of Cape Town Facilitated by Alishia Seckam: Broadcast and financial journalist. Geordin Hill-Lewis, 37, is Cape Town's youngest Mayor, with degrees in Politics, Philosophy, and Economics from UCT, and a Masters in Finance specialising in Economic Policy from London University. Since 2011, he's been a Member of Pa…

1
Investment Definitions in Plain English, Part 2 28:52

3M ago28:52

28:52

Wall Street just doesn’t define investment terms very well. In fact, our industry is known for using a lot of confusing jargon. Join us for the second installment of this episode of The Retirement Income Show with Dave Stearns as we define major investment terms in plain English! From stocks and bonds to dollar cost averaging and income investing -…

1
Macro Perspective 12 | Final note 3:14

4M ago3:14

3:14

Thanks for listening! Follow us on Linkedin.By Old Mutual Investment Group

1
Investment Definitions in Plain English, Part 1 27:42

4M ago27:42

27:42

Wall Street just doesn’t define investment terms very well. In fact, our industry is known for using a lot of confusing jargon. Join us for this episode of The Retirement Income Show with Dave Stearns as we define major investment terms in plain English! From stocks and bonds to dollar cost averaging and income investing - plus lots more! - we're c…

1
Investment Idea: Harmony - 15 March 2024 1:09

4M ago1:09

1:09

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Harmony. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gene…

1
Investment Idea: Sasol - 14 March 2024 3:36

4M ago3:36

3:36

Our team of skilled analysts recently reviewed their Sasol recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…

1
Macro Perspective 10 - Peter Brooke 3:22

4M ago3:22

3:22

In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. F…

1
It's About What You Keep 28:32

4M ago28:32

28:32

People often talk about how much income they earn. In retirement, it's not about what you make; it really comes down to what you can keep. What are the things that can affect how much you get to keep, and how can you keep more? We're answering these questions in this episode of The Retirement Income Show with Dave Stearns.…

1
Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds 8:00

4M ago8:00

8:00

Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables, highlights preferred tech companies like Alphabet and Meta, and outlines the importance of Shari’ah-comp…

1
Investment Idea: BAT - 26 February 2024 4:14

4M ago4:14

4:14

For our latest Event Impact Assessment, our team of skilled analysts reviewed BAT first-half results for FY23 released on 26 February 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of …

1
Investment Idea: PPC - 29 February 2024 2:06

4M ago2:06

2:06

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for PPC. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general …

1
Investment Idea: Renergen - 13 February 2024 3:02

4M ago3:02

3:02

For our latest Event Impact Assessment, our team of skilled analysts reviewed Renergen first-half results for FY23 released on 13 February 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily thos…

1
Investment Idea: Redefine - 6 February 2024 2:05

4M ago2:05

2:05

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Redefine Properties. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is prov…

1
Investment Idea: Richemont - 5 February 2024 2:50

4M ago2:50

2:50

Our team of skilled analysts recently reviewed their Richemont recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general inform…

1
Investment Idea: Ninety One - 23 January 2024 4:06

4M ago4:06

4:06

For our latest Event Impact Assessment, our team of skilled analysts reviewed Ninety One first-half results for FY23 released on 23 January 2024. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily tho…

1
Invest with Perspective | A review of 2023, pending recession and the election year 17:23

4M ago17:23

17:23

In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections. Thanks for listening! Follow us on Linkedin.By Old Mutual Investment Group

1
Investment Idea: Sibanye Stillwater - 30 January 2024 2:46

4M ago2:46

2:46

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Sibanye Stillwater. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provi…

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Old Mutual Investment Group Podcasts

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