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Invest with Perspective • Listen on Fountain
Invest with Perspective
Old Mutual Investment Group
Show • 336 episodes
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Stay up to date with the latest investment news from Old Mutual Investment Group.
Episodes
Activity
🎙 Auction dynamics fuel credit spread tightening in the local debt capital market
May 29 • 46m
Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
Apr 10 • 16m
📢The Money Show with Peter Brooke
Apr 4 • 3m
The Money Show market update with Investment Analyst Siya Mbatha
Mar 25 • 4m
🎙 Market update: Banking and mining in focus
Mar 18 • 3m
🔊SA Budget update: What investors need to know
Mar 13 • 4m
🎙 Market Update with Siboniso Nxumalo
Mar 5 • 5m
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Mar 5 • 5m
📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan
Feb 27 • 3m
🎙 Podcast: Market Moves – Prosus, Naspers and Sasol
Feb 26 • 5m
📊 Budget 2025 Postponed – What this means for SA
Feb 20 • 5m
📊 Market Insights with Arthur Karas
Feb 18 • 3m
📊 Market Insights with Peter Brooke
Feb 11 • 5m
📢 Global Market Insights with Reza Fakie 🎧
Feb 6 • 4m
What investors need to keep an eye on in 2025 | Quarterly Market Update
Feb 5 • 20m
📈Navigating Market Volatility
Jan 9 • 4m
Market update with Investment Analyst Sehrish Khan 📈
Dec 5, 2024 • 4m
The Money Show | A balanced perspective on South Africa’s economic transition
Nov 26, 2024 • 4m
Market Insights: Donald Trump’s win, rand volatility, and oil price movements
Nov 14, 2024 • 2m
The US election’s ripple effect: How Trump’s victory could impact South Africa
Nov 7, 2024 • 7m
The Money Show | Key insights on global market trends
Nov 7, 2024 • 6m
Medium-Term Budget Policy Statement insights with Jason Swartz
Oct 31, 2024 • 4m
Time to look at South African stocks for growth opportunities
Oct 23, 2024 • 18m
🌍 Foreign investors remain cautious towards local markets
Oct 10, 2024 • 10m
The Money Show | South Africa's market strength
Sep 26, 2024 • 5m
🌍 How are we shaping a more sustainable future through responsible investment?
Sep 26, 2024 • 3m
Discover the benefits of Shari'ah investing
Sep 23, 2024 • 4m
Does JSE comeback signal a shift in foreign investor sentiment?
Sep 5, 2024 • 22m
The Money Show | The South African consumer has little spending power; we need rate cuts
Aug 14, 2024 • 6m
The Money Show | A year marked by significant global elections
Aug 5, 2024 • 3m
The Money Show | Market dynamics following the new cabinet announcement
Aug 5, 2024 • 5m
Time for South Africa's new government to roll up their sleeves
Jul 25, 2024 • 6m
The Money Show | Market dynamics following the new cabinet announcement
Jul 2, 2024 • 5m
Is this the new dawn for SA?
Jun 27, 2024 • 5m
The Money Show | Navigating Volatile Markets
Jun 4, 2024 • 4m
Money Show | Big changes at Pick n Pay and market reactions
May 31, 2024 • 4m
The Money Show | Markets in better territory
May 8, 2024 • 8m
The Money Show | Stock market driving our economy
May 3, 2024 • 8m
Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024?
Apr 8, 2024 • 8m
Macro Perspective 12 | Final note
Mar 19, 2024 • 3m
Macro Perspective 10 - Peter Brooke
Mar 12, 2024 • 3m
Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds
Mar 5, 2024 • 8m
Invest with Perspective | A review of 2023, pending recession and the election year
Mar 4, 2024 • 17m
The Money Show | Assessing current fiscal and political risks to SA markets
Feb 28, 2024 • 17m
Macro Perspective 9 | South Africa results season analysis
Feb 27, 2024 • 5m
The Money Show | Exploring Sector Challenges and Opportunities
Feb 27, 2024 • 6m
Macro Perspective | Navigating China's Equity Market
Feb 21, 2024 • 3m
The Money Show | Challenges and opportunities in various sectors
Feb 20, 2024 • 8m
Macro Perspective 6 | Navigating a complex global economic landscape
Feb 6, 2024 • 3m
The Money Show | Opportunities amid turbulence
Feb 6, 2024 • 6m
Radio Al Ansaar interview on the International Day of Education
Feb 2, 2024 • 9m
The prospects for listed property in 2024
Feb 2, 2024 • 10m
Investment Alchemy series: Listed property on the up
Feb 2, 2024 • 9m
Macro Perspective | Commodities: a twisting tale
Jan 30, 2024 • 3m
The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience
Jan 30, 2024 • 6m
The Money Show | Patience in seeking profit growth
Jan 24, 2024 • 2m
Macro Perspective | Malaria vaccine: positive ripple effect on long-term growth potential in Africa
Jan 23, 2024 • 3m
Macro Perspective 1 | Investor’s Resolutions for the year ahead
Jan 16, 2024 • 3m
The Money Show | Perspectives on global and SA market dynamics
Jan 16, 2024 • 7m
The Money Show | A bit of a soggy start to 2024
Jan 15, 2024 • 11m
The Money Show | Market shifts during the last few days of 2023
Dec 20, 2023 • 12m
Macro Perspective 50 | Insights from HSBC South African Macro Conference and prospects for 2024 elections
Dec 13, 2023 • 4m
The Money Show | Market trends and global dynamics
Dec 12, 2023 • 3m
Investment Alchemy series: Quant investing during uncertain times
Dec 7, 2023 • 15m
Macro Perspective 49 | Navigating South Africa's economic landscape from boardrooms to balance sheets
Dec 6, 2023 • 3m
The Money Show | From Aspen's expansion to Capitec's independent insurance venture
Dec 5, 2023 • 7m
The Money Show | South African small caps show opportunities
Nov 28, 2023 • 4m
Macro Perspective 47 | Navigating South Africa's economic challenges
Nov 21, 2023 • 3m
The Money Show | A rollercoaster day in the markets
Nov 21, 2023 • 8m
Macro Perspective 46 | Gold proves to be resilient
Nov 15, 2023 • 3m
The Money Show | Navigating the shifts in telecom, mining and food industries
Nov 14, 2023 • 3m
The Money Show | Markets are rebounding
Nov 7, 2023 • 5m
Macro Perspective 44 | Sharp deterioration in fiscal metrics
Nov 1, 2023 • 3m
The Money Show | Current market landscape
Oct 31, 2023 • 6m
The Money Show | Key developments in SA market
Oct 24, 2023 • 5m
The Money Show | State of the South African economy
Oct 17, 2023 • 5m
Macro Perspectives 41 | Government-business dialogue is key
Oct 10, 2023 • 4m
The Money Show | The impact of current geopolitics on markets
Oct 10, 2023 • 5m
The Money Show | Navigating Retail Challenges
Oct 3, 2023 • 6m
Macro Perspective 39 | Current macroeconomic and market conditions
Sep 26, 2023 • 3m
The Money Show | Reflecting on markets
Sep 19, 2023 • 6m
Macro Perspective 38 | Investing in uranium
Sep 19, 2023 • 2m
The Money Show | Views on Market Performance and Key Financial Results
Sep 12, 2023 • 5m
Macro Perspective 37 | South Africa's changing investment landscape
Sep 12, 2023 • 4m
JSE's Labour Day rally and South African market insights
Sep 6, 2023 • 4m
The Money Show | Recent Market Trends
Aug 29, 2023 • 4m
Macro Perspective 35 | News flow adding weight to our investment themes
Aug 29, 2023 • 4m
Macro Perspective 34 | Understanding China's economic situation and differences from Japan's example
Aug 24, 2023 • 5m
The Money Show Interview | Market Insights
Aug 22, 2023 • 7m
Macro Perspectives 33 | Unlocking investment insights: uncover the real power of valuations
Aug 15, 2023 • 4m
The Money Show | Many businesses face challenges in the current economic climate
Aug 15, 2023 • 9m
The Money Show interview | There is a potential for a resources super-cycle
Aug 11, 2023 • 9m
Macro Perspectives 31 | Navigating the changing tides: A perspective on interest rates
Aug 1, 2023 • 3m
The Money Show interview | A rollercoaster ride with ups and downs
Aug 1, 2023 • 4m
The Money Show interview | The US bear market is over
Jul 25, 2023 • 6m
The Money Show interview | Challenging assumptions, considering potentials
Jul 18, 2023 • 10m
Macro Perspectives 28 | Shedding light on the profound economic and geopolitical threats lurking beneath the surface
Jul 11, 2023 • 4m
Weekly Money Show interview | The global world is slowing
Jul 11, 2023 • 8m
Weekly Money Show interview | Looking cautiously ahead bonds and cash are potentially good investments
Jul 4, 2023 • 8m
Weekly Money Show interview | A challenging week for the JSE
Jun 27, 2023 • 5m
Macro Perspectives 26 | Lessons from the Steinhoff investment debacle
Jun 27, 2023 • 5m
Weekly Money Show interview | Embracing the Global Market Momentum
Jun 20, 2023 • 4m
Weekly Money Show interview | A dynamic landscape of opportunities and strengthening currency
Jun 13, 2023 • 5m
Macro Perspectives 24 | Risk: A double-edged sword shaping opportunities and threats
Jun 13, 2023 • 3m
Weekly Money Show interview | Fuel price cut on Wednesday - good news for consumers
Jun 6, 2023 • 6m
Macro Perspectives 22 | Global power balance continues to shift
May 30, 2023 • 4m
JSE is stronger than the domestic economy
May 30, 2023 • 5m
Macro Perspectives 21 | The rand creates dismay among South Africans
May 23, 2023 • 4m
Weekly Money Show interview | Load shedding spend is increasing
May 23, 2023 • 8m
Weekly Money Show interview | Value trap risk
May 16, 2023 • 8m
Macro Perspectives 19 | Geopolitics, China, Africa, and electricity
May 9, 2023 • 3m
On days like this, we do catch some reprieve
May 9, 2023 • 7m
Macro Perspectives 18 | The US First Republic Bank goes bankrupt
May 2, 2023 • 2m
Invest with Perspective Q1 2023
Apr 25, 2023 • 6m
Another good performance from gold shares
Apr 25, 2023 • 8m
Macro Perspectives 16 | 35 of 50 companies accounting 31% of global net wealth creation are from the US
Apr 18, 2023 • 4m
Story of the day: Naspers and Prosus, both close by just about 4%
Apr 18, 2023 • 5m
Macro Perspectives 14 | Interest rate hike, good news for bonds
Apr 4, 2023 • 3m
We see the first signs of the negative newsflows being included in the price
Apr 4, 2023 • 4m
Portfolio Manager Peter Brooke discusses the calming of local and global markets on the Money Show this week
Mar 28, 2023 • 6m
Portfolio Manager Neelash Hansjee dissects the recent collapse of Silicon Valley Bank
Mar 14, 2023 • 2m
Macro Perspectives 11 | History not repeating itself with SVB collapse
Mar 14, 2023 • 4m
Macro Perspectives 10 | Analysing 15 years of global events through the lens of the Financial Times
Mar 7, 2023 • 4m
Portfolio Manager Neelash Hansjee talks latest market results on The Money Show this week
Mar 7, 2023 • 5m
Macro Perspectives 9 | Unpacking the good, the bad and the ugly from last week’s eventful macroeconomic news
Feb 28, 2023 • 3m
Meryl Pick talks latest market movements on The Money Show this week
Feb 28, 2023 • 7m
Portfolio Manager, Peter Brooke, discusses the latest market news on the Money Show this week
Feb 21, 2023 • 6m
Macro Perspectives 7 | SONA and Government’s execution crisis
Feb 14, 2023 • 3m
Arthur Karas discusses Monday’s strong showing from the markets on the Money Show this week
Feb 14, 2023 • 5m
Macro Perspectives 6 | The opportunities and opportunity costs of migrant labour
Feb 7, 2023 • 3m
Neelash Hansjee talks latest market news on the Money Show this week
Feb 7, 2023 • 7m
Siboniso Nxumalo unpacks US interest rate expectations on the Money Show this week
Jan 31, 2023 • 6m
Macro Perspectives 5 | Assessing the Saudi Arabian growth story
Jan 31, 2023 • 3m
Siboniso Nxumalo shares his Q4 quarterly review and a roundup of 2022 market activity
Jan 24, 2023 • 6m
Meryl Pick discusses the latest US inflation outlook on the Money Show this week
Jan 24, 2023 • 10m
Peter Brooke shares his market outlook for the year ahead on the Money Show this week
Jan 17, 2023 • 4m
Macro Perspectives 1 | Investment lessons from the holidays
Jan 16, 2023 • 3m
Macro Perspectives 51 | Better market days ahead for 2023
Dec 20, 2022 • 3m
Peter Brooke looks at the market impact of the ANC elective conference on the Money Show this week
Dec 20, 2022 • 7m
Macro Perspectives 50 | 2022 roundup
Dec 13, 2022 • 2m
Siboniso Nxumalo talks local market investment prospects on the Money Show this week
Dec 13, 2022 • 6m
Macro Perspective 49 | Market response to Ramaphosa resignation risk
Dec 6, 2022 • 4m
Arthur Karas talks calming markets on the Money Show this week
Dec 6, 2022 • 5m
Peter Brooke talks latest market news on the Money Show this week
Nov 29, 2022 • 9m
Meryl discusses latest market movements on The Money Show this week
Nov 22, 2022 • 9m
Macro Perspectives 47 | COP27 and the role of investors
Nov 22, 2022 • 3m
Macro Perspectives 46 | Unpacking the recent global equities rally
Nov 15, 2022 • 3m
Siboniso Nxumalo discusses local company resilience on the Money Show this week
Nov 15, 2022 • 7m
Peter Brooke talks latest market news on the Money Show this week
Nov 8, 2022 • 7m
Arthur Karas talks latest market news on the Money Show this week
Nov 1, 2022 • 5m
Macro Perspectives 44 | The role of LDI market in toppling Liz Truss
Oct 31, 2022 • 4m
Siboniso Nxumalo shares his latest market views for Q3 2022
Oct 25, 2022 • 8m
Meryl Pick discusses falling Naspers/Prosus shares on the Money Show this week
Oct 25, 2022 • 8m
Macro Perspectives 42 | Chaos in the UK bond market
Oct 18, 2022 • 3m
Siboniso Nxumalo talks market optimism and peaking inflation on the Money Show this week
Oct 18, 2022 • 6m
Macro Perspectives 41 | The art of making investment decisions
Oct 11, 2022 • 2m
Arthur Karas talks latest market activity on The Money Show this week
Oct 11, 2022 • 4m
Meryl Pick discusses the failed Prosus/BillDesk deal on the Money Show this week
Oct 4, 2022 • 8m
Portfolio Manager, Peter Brooke, talks latest market opportunities on The Money Show this week
Sep 27, 2022 • 7m
Meryl Pick navigates the current market environment on The Money Show this week
Sep 20, 2022 • 6m
Macro Perspectives 38 | Post-Covid capacity struggling to keep up with world economy
Sep 20, 2022 • 2m
Macro Perspectives 37 | UK market’s toxic macro environment
Sep 13, 2022 • 2m
Arthur Karas unpacks market response to US inflation expectations on The Money Show this week
Sep 13, 2022 • 3m
Peter Brooke talks latest market results on the Money Show this week
Sep 6, 2022 • 5m
Meryl Pick and The Money Show’s Bruce Whitfield discuss latest global selloff
Aug 30, 2022 • 3m
Portfolio Manager, Arthur Karas, and The Money Show’s Bruce Whitfield discuss the JSE’s shaky start to the week
Aug 23, 2022 • 5m
Macro Perspectives 34 | The currency conundrum and where to go on holiday from SA
Aug 23, 2022 • 3m
Macro Perspectives 33 | Analysing the tentative emergence of rate cuts
Aug 16, 2022 • 2m
Siboniso Nxumalo talks this week’s market news with The Money Show’s Bruce Whitfield
Aug 16, 2022 • 6m
Portfolio Manager, Peter Brooke talks latest market activity on The Money Show this week
Aug 10, 2022 • 11m
Macro Perspectives 31 | Rising interest rates and what this means for investors
Aug 2, 2022 • 3m
Portfolio Manager, Meryl Pick, discusses latest market activity with The Money Show’s Bruce Whitfield
Aug 2, 2022 • 4m
Portfolio Manager, Siboniso Nxumalo, talks market performance on The Money Show this week, in the face of a looming global recession
Jul 26, 2022 • 8m
Invest with Perspective | Q2 2022 Market Update
Jul 25, 2022 • 10m
Macro Perspective 29/2022 | Asset class decisions and the Old Mutual Maximum Return Fund
Jul 19, 2022 • 3m
Portfolio Manager, Arthur Karas, discusses drivers of the market uptick this week with the Money Show’s Bruce Whitfield
Jul 19, 2022 • 8m
Macro Perspective 28/2022 | Unpacking developed market real investment relative to SA
Jul 12, 2022 • 3m
Portfolio Manager, Peter Brooke, discusses the commodities sector downturn and local bear market with The Money Show’s Bruce Whitefield
Jul 12, 2022 • 6m
Portfolio Manager, Meryl Pick, discusses the latest market news on The Money Show
Jul 5, 2022 • 5m
Macro Perspective 26/2022 | Expected real returns for asset classes update
Jun 28, 2022 • 2m
Portfolio Manager, Siboniso, unpacks the latest market news on The Money Show
Jun 28, 2022 • 11m
Macro Perspective 25/2022 | Fund positioning in a bear market
Jun 21, 2022 • 2m
Portfolio Manager, Arthur Karas talks calmer markets with The Money Show’s Bruce Whitfield
Jun 21, 2022 • 5m
Portfolio Manager, Peter Brooke, discusses latest market volatility and inflation with The Money Show’s Bruce Whitfield
Jun 14, 2022 • 5m
Macro Perspective 23/2022 | South Africa’s improving economy and investment opportunities
Jun 7, 2022 • 2m
Portfolio Manager, Meryl Pick, unpacks this week’s uptick in JSE performance with The Money Show’s Bruce Whitfield
Jun 7, 2022 • 5m
Macro Perspective 22/2022 | China and investment opportunities
May 31, 2022 • 3m
Portfolio Manager, Siboniso Nxumalo talks current market rumblings with The Money Show’s Bruce Whitfield
May 31, 2022 • 10m
Macro Perspective 21/2022 | Positioning Africa’s investment potential for growth
May 24, 2022 • 2m
Portfolio Manager, Arthur Karas, talks company results and the rand on The Money Show this week
May 24, 2022 • 6m
Portfolio Manager, Peter Brooke, discusses rebounds and recovering stocks with The Money Show’s Bruce Whitfield
May 17, 2022 • 5m
Macro Perspective 20/2022 | Cryptocurrency and global markets
May 17, 2022 • 3m
Portfolio Manager, Meryl Pick, discusses the latest market news with The Money Show’s Bruce Whitfield
May 10, 2022 • 9m
Ray White of The Money Show talks to Portfolio Manager, Siboniso Nxumalo, on what happened in the markets today and why.
Apr 26, 2022 • 8m
Invest with Perspective| Q1 2022 Market Update
Apr 26, 2022 • 9m
Portfolio Manager, Arthur Karas, takes a closer look at latest market developments with The Money Show’s Bruce Whitfield
Apr 12, 2022 • 5m
Portfolio Manager, Peter Brooke, unpacks his latest market views with The Money Show’s Bruce Whitfield
Apr 5, 2022 • 6m
Macro Perspective 14/2022 | Unlocking productivity and revenue in South Africa
Apr 5, 2022 • 3m
Macro Perspective 13/2022 | The implications of a new phase in the Russia/Ukraine war
Mar 29, 2022 • 3m
Portfolio Manager, Meryl Pick, discusses her perspective on the latest market news with The Money Show’s Bruce Whitfield
Mar 29, 2022 • 5m
Macro Perspective 12/2022 | The Fed’s rate hike cycle and emerging markets
Mar 22, 2022 • 3m
Macro Perspective 11/2022 | Fund positioning and Naspers share price movements
Mar 15, 2022 • 3m
Portfolio Manager, Siboniso Nxumalo, talks Naspers’ poor performance on the JSE this week
Mar 15, 2022 • 6m
Macro Perspective 10/2022 | Investment plans and market uncertainty
Mar 8, 2022 • 3m
Portfolio Manager, Arthur Karas, talks latest market developments with The Money Show’s Bruce Whitfield
Mar 8, 2022 • 6m
Macro Perspective 9/2022 | Fund exposure and benefits for local investors
Mar 1, 2022 • 4m
Portfolio Manager, Peter Brooke, shares his insights on the latest market news with The Money Show’s Bruce Whitfield
Mar 1, 2022 • 6m
TOMORROW 2021 – Investing for a Future That Matters
Feb 23, 2022 • 37m
Invest with Perspective | Q4 2021 Market Update
Feb 22, 2022 • 6m
Portfolio Manager, Meryl Pick, talks current jittery markets with The Money Show’s Bruce Whitfield
Feb 22, 2022 • 9m
Macro Perspective 7/2022 | Investments, SONA and macroeconomic indicators
Feb 15, 2022 • 2m
Portfolio Manager, Siboniso Nxumalo shares his latest insights on market news with The Money Show’s Bruce Whitfield
Feb 15, 2022 • 8m
Portfolio Manager, Arthur Karas, talks market recovery and commodities with The Money Show’s Bruce Whitfield
Feb 8, 2022 • 4m
Macro Perspective 6/2022 | Long-term returns and investing
Feb 8, 2022 • 3m
Portfolio Manager, Peter Brooke, shares his latest market insights with The Money Show’s Bruce Whitfield
Feb 1, 2022 • 6m
Macro Perspective 2/2022 | Market activity and investment themes unfolding
Jan 25, 2022 • 3m
Portfolio Manager, Meryl Pick, shares her thoughts on the latest market news with The Money Show’s Bruce Whitfield
Jan 25, 2022 • 8m
Macro Perspective 1/2022 | Fund positioning for the year ahead
Jan 18, 2022 • 3m
Portfolio Manager, Siboniso Nxumalo, talks continuing local opportunity in the New Year with The Money Show’s Bruce Whitfield
Jan 18, 2022 • 9m
Macro Perspective 50/2021 | Reflecting on the year’s milestones and wealth creation
Dec 14, 2021 • 3m
Arthur Karas, unpacks the past investment year with The Money Show’s Bruce Whitfield
Dec 14, 2021 • 7m
Portfolio Manager, Peter Brooke, shares his latest market insights with The Money Show’s Bruce Whitfield
Dec 7, 2021 • 4m
Macro Perspective 48/2021 | The Omicron variant and investment risk management
Nov 30, 2021 • 2m
Arthur Karas talks latest market news with The Money Show’s Bruce Whitfield
Nov 30, 2021 • 3m
Portfolio Manager, Siboniso Nxumalo, talks latest market news with The Money Show’s Bruce Whitfield
Nov 23, 2021 • 7m
Macro Perspective 47/2021 | Interest rates and the search for growth
Nov 23, 2021 • 2m
Portfolio Manager, Peter Brooke, shares his latest market insights with The Money Show’s Bruce Whitfield
Nov 16, 2021 • 5m
Portfolio Manager, Meryl Pick, unpacks rand rebound and market and economic divergence with The Money Show’s Bruce Whitfield
Nov 9, 2021 • 6m
Macro Perspective 44/2021 | BCA conference 2021 highlights
Nov 2, 2021 • 3m
Macro Perspective 43/2021 | BCA conference 2021 key investment insights
Oct 26, 2021 • 4m
Invest with Perspective Q3 2021 | Market Update
Oct 26, 2021 • 7m
Siboniso Nxumalo, discusses latest market activity with The Money Show’s Bruce Whitfield
Oct 26, 2021 • 5m
Macro Perspective 42/2021 | How Australia benefitted from the Chinese property boom
Oct 19, 2021 • 2m
Meryl Pick, talks Dis-chem and rising food prices with The Money Show’s Bruce Whitfield
Oct 19, 2021 • 5m
Portfolio Manager, Peter Brooke, shares his latest market insights with The Money Show’s Bruce Whitfield
Oct 12, 2021 • 6m
Macro Perspective 40/2021 | Q3 performance highlights and investment opportunities
Oct 5, 2021 • 3m
Portfolio Manager, Arthur Karas, talks market outlook and tourism sector performance with The Money Show’s Bruce Whitfield
Oct 5, 2021 • 6m
Macro Perspective 39/2021 | Evergrande and the outlook for the Chinese property sector
Sep 28, 2021 • 2m
Portfolio Manager, Siboniso Nxumalo, and The Money Show’s Bruce Whitfield discuss the impact of rising inflation and slowing Chinese growth on local markets
Sep 28, 2021 • 6m
Macro Perspective 38/2021 | SA Investment themes in a global context
Sep 21, 2021 • 3m
Portfolio Manager, Meryl Pick, shares her insights with The Money Show’s Bruce Whitfield, amid weakening markets this week
Sep 21, 2021 • 5m
Macro Perspective 37/2021 | The demand and supply dynamics of the oil price
Sep 14, 2021 • 2m
Portfolio Manager, Peter Brooke, shares his take on the markets this week with The Money Show’s Bruce Whitfield
Sep 14, 2021 • 9m
Portfolio Manager, Arthur Karas, talks latest news from the markets with The Money Show’s Bruce Whitfield
Sep 7, 2021 • 5m
Macro Perspective 35/2021 | Noteworthy performance trends in August
Sep 2, 2021 • 3m
Portfolio Manager, Siboniso Nxumalo, discusses bitcoin and latest market movements with The Money Show’s Bruce Whitfield
Aug 31, 2021 • 9m
Portfolio Manager, Meryl Pick, and The Money Show’s Bruce Whitfield, unpack the latest news out of the markets
Aug 24, 2021 • 11m
Macro Perspective 34/2021 | Fund management and quality decision making
Aug 24, 2021 • 3m
Portfolio Manager, Peter Brooke, unpacks recent market performance with The Money Show’s Bruce Whitfield
Aug 17, 2021 • 6m
Macro Perspective 32/2021 | SA cabinet reshuffle and the new economy
Aug 11, 2021 • 2m
Portfolio Manager, Meryl Pick, and The Money Show’s Bruce Whitfield, talk finding performance in lacklustre markets
Aug 3, 2021 • 7m
Macro Perspective 30/2021 | Investment risk management and Naspers
Jul 27, 2021 • 3m
Portfolio Manager, Arthur Karas, dissects the latest news driving the markets with The Money Show’s Bruce Whitfield
Jul 27, 2021 • 6m
Invest with Perspective Q2 2021 | Market Update
Jul 27, 2021 • 7m
Portfolio Manager, Siboniso Nxumalo, takes a closer look at recent market performance with The Money Show’s Bruce Whitfield
Jul 20, 2021 • 5m
Macro Perspective 29/2021 | Covid, the global vaccination rate and market recovery
Jul 20, 2021 • 3m
Macro Perspective 28/2021 | Rational investment viewpoint on South Africa's social environment
Jul 13, 2021 • 5m
Portfolio Manager, Peter Brooke, discusses the unrest bringing SA to a standstill this week with The Money Show’s Bruce Whitfield
Jul 13, 2021 • 4m
Macro Perspective 27/2021 | Long-term investment themes and global risks
Jul 6, 2021 • 3m
Portfolio Manager Arthur Karas unpacks Naspers performance, US markets and the current SA lockdown with The Money Show
Jul 6, 2021 • 6m
Macro Perspective 26/2021 | An investment lens to historical leadership changes
Jun 29, 2021 • 3m
Portfolio Manager, Meryl Pick looks at the market impact of latest lockdown measures with The Money Show’s Bruce Whitfield
Jun 29, 2021 • 6m
Macro Perspective 25/2021 | Lack of state funds driving private investment opportunity
Jun 22, 2021 • 3m
Portfolio Manager, Peter Brooke, shares his latest market insights with The Money Show’s Bruce Whitfield
Jun 22, 2021 • 7m
Macro Perspective 24/2021 | South Africa as an investment destination
Jun 14, 2021 • 3m
Portfolio Manager, Arthur Karas, talks market news and the SA Inc comeback with The Money Show’s Bruce Whitfield
Jun 14, 2021 • 7m
Macro Perspective 23/2021 | Investment Themes and The Global Cycle
Jun 8, 2021 • 3m
Portfolio Manager, Siboniso Nxumalo, unpacks the latest market news with The Money Show’s Bruce Whitfield
Jun 7, 2021 • 7m
Macro Perspective 22/2021 | Geopolitics, ESG and Investments
Jun 1, 2021 • 3m
Portfolio Manager, Meryl Pick, talks loadshedding and low expectations with The Money Show’s Bruce Whitfield
Jun 1, 2021 • 7m
Macro Perspective 21/2021 | Investment teams and working-from-home
May 25, 2021 • 2m
Portfolio Manager, Peter Brooke, discusses the latest market news with The Money Show’s Bruce Whitfield
May 24, 2021 • 4m
Macro Perspective 20/2021 | Investment themes and Naspers
May 18, 2021 • 3m
Portfolio Manager, Arthurs Karas, unpacks the latest market news with The Money Show’s Bruce Whitfield
May 17, 2021 • 5m
Portfolio Manager, Siboniso Nxumalo, shares his views on latest market developments with The Money Show’s Bruce Whitfield
May 10, 2021 • 6m
Portfolio Manager, Meryl Pick, shares her views on latest market developments with The Money Show’s Bruce Whitfield
May 4, 2021 • 6m
Macro Perspective 18/2021 | Pre-COVID Level Rand Strength
May 4, 2021 • 2m
Portfolio Manager, Arthur Karas, talks latest market news with The Money Show’s Bruce Whitfield
Apr 28, 2021 • 6m
Portfolio Manager, Peter Brooke, shares his latest market insights with The Money Show’s Bruce Whitfield
Apr 20, 2021 • 4m
TOMORROW 2020 - Podcast Series
Apr 19, 2021 • 1h 5m
Portfolio Manager, Siboniso Nxumalo, unpacks his latest market views with The Money Show’s Bruce Whitfield
Apr 13, 2021 • 11m
Macro Perspective 15/2021 | Market recovery, long-term outlook and staying invested
Apr 13, 2021 • 3m
Macro Perspective 13/2021 | Interest rates, markets and cash
Mar 30, 2021 • 3m
Portfolio Manager, Peter Brooke discusses the latest from the markets with The Money Show’s Arabile Gumede
Mar 30, 2021 • 8m
Portfolio Manager, Arthur Karas, discusses latest market news with The Money Show’s Bruce Whitfield
Mar 16, 2021 • 8m
Macro Perspective 11/2021 | Funds, growth assets and investment landscape
Mar 16, 2021 • 2m
Portfolio Manager, Siboniso Nxumalo, unpacks his latest market insight with The Money Show’s Bruce Whitfield
Mar 9, 2021 • 7m
Macro Perspective 10/2021 | Active ETFs and managing risks
Mar 9, 2021 • 4m
Macro Perspective 9/2021 | Market highlights and rotation
Mar 3, 2021 • 3m
Portfolio Manager, Meryl Pick, shares her latest market views with The Money Show’s Bruce Whitfield
Mar 2, 2021 • 6m
Macro Perspective 8/2021 | Hope and good news in this year’s Budget
Feb 25, 2021 • 2m
Portfolio Manager, Tracy Brodziak, shares her latest market insights with The Money Show’s Bruce Whitfield
Feb 23, 2021 • 5m
Portfolio Manager, Peter Brooke, shares his latest market views with The Money Show’s Bruce Whitfield
Feb 16, 2021 • 3m
Macro Perspective 7/2021 | Pent up demand and market activity
Feb 16, 2021 • 3m
Portfolio Mananger, Arthur Karas, discusses latest market news with the Money Show’s Bruce Whitfield
Feb 9, 2021 • 4m
Macro Perspective 3/2021 | #wallstreetbets, GameStop and Emerging Markets
Feb 2, 2021 • 3m
Portfolio Manager, Siboniso Nxumalo, shares latest market insights with The Money Show’s Bruce Whitfield
Feb 2, 2021 • 6m
Protecting your impact through climate resilience and adaptation
Jan 28, 2021 • 9m
Avoiding the resilience trap: Bringing resilience into strategy
Jan 28, 2021 • 14m
Portfolio Manager, Meryl Pick, talks market movements with The Money Show’s Bruce Whitfield
Jan 26, 2021 • 9m
Macro Perspective 2/2021 | Inflation, interest rates and investments
Jan 26, 2021 • 3m
Justice not Justification
Jan 25, 2021 • 13m
Exploring impact metrics for the South African Listed Equity Markets
Jan 25, 2021 • 7m
Building Future-fit Portfolios towards a greener economy and long-term system resilience
Jan 25, 2021 • 11m
The Financial Industry's Role in Regenerating Our Economy
Jan 25, 2021 • 8m
The Asset Manager of Tomorrow
Jan 22, 2021 • 11m
Macro Perspective 01/2021 | Valuations, recovery and market rallies | Peter Brooke
Jan 19, 2021 • 3m
Portfolio Mananger, Tracy Brodziak, discusses the latest market activity with The Money Show’s Bruce Whitfield
Jan 19, 2021 • 6m
Portfolio Manager, Peter Brooke, discusses how markets have kicked off the New Year
Jan 12, 2021 • 4m
Fund Manager, Peter Brooke, looks at the latest market activity with The Money Show’s Bruce Whitefield
Dec 15, 2020 • 5m
Macro Perspective 50/2020 | Themes for next year | Peter Brooke
Dec 8, 2020 • 2m
Fund Manager, Peter Brooke, talks latest market news with The Money Show’s Bruce Whitfield
Dec 8, 2020 • 5m
Macro Perspective 49/2020 | Long-term market impacts induced by COVID-19 | Peter Brooke
Dec 2, 2020 • 3m
Fund Manager, Tracy Brodziak, analyses latest market activity with The Money Show’s Bruce Whitfield
Dec 1, 2020 • 7m
Macro Perspective 48/2020 | Bottom-up investment perspectives | Peter Brooke
Nov 24, 2020 • 3m
Fund Manager, Peter Brooke, looks at the latest market news with The Money Show’s Bruce Whitfield
Nov 24, 2020 • 5m
Market reactions to vaccine developments - MacroSolutions Perspectives
Nov 17, 2020 • 3m
Fund Manager, Arthur Karas, shares his views on the latest market news with The Money Show’s Bruce Whitfield
Nov 17, 2020 • 6m
Discussing the Impact of the 2020 US Election Results - MacroSolutions Perspectives
Nov 10, 2020 • 2m
Head of Old Mutual Equities, Siboniso Nxumalo, discusses latest market movements with The Money Show’s Bruce Whitfield
Nov 10, 2020 • 6m
Investment Perspectives on the 2020 MTBPS
Nov 3, 2020 • 3m
Portfolio Manager, Meryl Pick, talks recent market activity with The Money Show’s Bruce Whitfield
Nov 3, 2020 • 6m
Fund Manager, Siboniso Nxumalo talks latest market news with The Money Show’s Bruce Whitfield
Oct 27, 2020 • 9m
Cheap and neglected small caps market offering opportunity - MacroSolutions Perspectives
Oct 27, 2020 • 2m
Fund Manager, Tracy Brodziak gives her take on latest market news
Oct 20, 2020 • 6m
Fund Manager, Siboniso Nxumalo, unpacks recent market activity with The Money Show’s Bruce Whitfield
Oct 13, 2020 • 6m
The Search for Yield in Emerging Markets - MacroSolutions Perspectives
Oct 13, 2020 • 3m
Government Policy and Investor Sentiment in South Africa - MacroSolutions Perspectives
Oct 6, 2020 • 3m
Fund Manager, Arthurs Karas, shares insight on the latest market news with The Money Show’s Bruce Whitfield
Oct 6, 2020 • 7m
Is there hope for the South African economy? OMIG Director of Investments Hywel George discusses with The Money Show’s Bruce Whitfield
Sep 30, 2020 • 8m
Fund Manager, Peter Brooke, Talks Shifting Markets With The Money Show’s Bruce Whitfield
Sep 30, 2020 • 8m
Eskom And Investment Potential In South Africa - MacroSolutions Perspectives
Sep 30, 2020 • 3m
Fund Manager, Arthur Karas, breaks down the latest market activity with The Money Show’s Bruce Whitfield
Sep 22, 2020 • 9m
Market Moves and Portfolio Positioning - MacroSolutions Perspectives
Sep 22, 2020 • 3m
Valuation Trends in the UK Market - MacroSolutions Perspectives
Sep 22, 2020 • 3m
Fund Manager, Meryl Pick, talks latest market activity with The Money Show’s Arabile Gumede
Sep 22, 2020 • 9m
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