Old Mutual Investment Group’s Post

We are thrilled to share the release of our 2024 Responsible Investment Report, showcasing our commitment to driving sustainability and positive change in the investment landscape. This edition features new insights into how we integrate sustainability considerations into our investment processes and decision-making. Our dedication to responsible investment continues to be recognised, and we couldn’t be prouder of the progress we are making. Explore the full report to see how we are shaping a more sustainable future. https://lnkd.in/dTBdMizQ #ResponsibleInvesting #Sustainability #ImpactInvesting #InvestmentLeadership

Watch Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, as he unpacks our Shari’ah fund range. Maahir touches on compliance, investment processes and performance metrics. He also sheds light on our client base and how we align with Shari'ah principles. Watch now: https://lnkd.in/drzVHVAy #ShariahFunds #InvestmentCompliance #OldMutualInvestmentGroup Albaraka Islamic Bank

🌍📊 Seasonality in equity markets: Should you trust the patterns? Market trends can often appear predictable, with certain times of the year seemingly offering better returns. But are these seasonal patterns truly reliable? In this insightful article Quantitative Analysts Mahdi Marcus and Mayuresh Kulkarni dive into the phenomenon of seasonality in equity markets, highlighting common pitfalls and why these trends might be less dependable than they seem. 👉 Explore how markets react to seasonal factors, potential risks, and the importance of cautious analysis: https://lnkd.in/d6n4Narw #EquityMarkets #InvestmentInsights #MarketTrends #Seasonality

Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, joins this interesting discussion on Shari’ah compliant income funds and provides a comparative analysis of sukuks and regular bonds. He also highlights the Old Mutual Albaraka Income Fund and delves into the ideal times to invest. Watch now: https://lnkd.in/dHsxteAi #ShariahFunds #SukukInvesting #OldMutualInvestmentGroup #FinancialDiversification Albaraka Islamic Bank

Did you miss our webinar on navigating the complexities of today's market? Don’t worry—you can still catch up. Our Chief Investment Officer, Siboniso Nxumalo, and Head of Equities Research, Meryl Pick, shared invaluable strategies for building resilient portfolios amidst market turbulence. In this must-watch session, they cover: 🌍The impact of high global debt and rising interest rates  🌍Navigating high US valuations and market concentration  🌍 Identifying opportunities in low emerging market valuations  🌍 Understanding the tailwinds in the South African market Whether you are looking to refine your investment approach or simply stay informed on the latest market trends, this recording is packed with insights you don’t want to miss. 🎥 Watch the full webinar here: https://lnkd.in/e2u8Xfss #InvestmentStrategies #MarketInsights #PortfolioResilience #FinancialPlanning #MarketInsights

Businesses with diverse leadership teams, particularly those with women leaders, tend to perform better. This has led to the rise of gender-lens investing—where capital is allocated to businesses that are acknowledging the role of women. This was a key highlight during the Gender Agenda discussion at our Tomorrow Investment Summit. The panel went on to highlight that, when investment teams lack diversity, biases like the bandwagon effect and optimism bias creep in. Daniel Kahneman’s studies show that diverse teams make better decisions. #TomorrowSummit2024 #Transformation #InvestmentExcellence #ResponsibleInvestment #FutureMatters Sne Dlamini Fatima Vawda Raazia Ganie, CFA Nomonde Zwane

Our keynote speaker at our 9th Tomorrow Investment Summit, Edward Chancellor, shared valuable insights. Here is a note we want to leave you with: “The ultra low interest rate environment was the most important phenomenon in the financial world of the 15 years following the financial crisis, and the shift from these ultra low rates back to normalised rates is now the most important issue for investors to consider.” #TomorrowSummit2024 #Transformation #InvestmentExcellence  #ResponsibleInvestment #FutureMatters

Explore our latest Q3 Fundamentals series through an engaging article from Old Mutual African Flexible Income Fund Manager Randolph Oosthuizen, CFA Oosthuizen on what South Africa can learn from Morocco’s higher credit rating when it comes to driving economic reform.  South Africa faces higher borrowing costs than Morocco, which could be reduced by addressing economic and structural issues to improve its rating. Recent improvements under the new Government of National Unity (#GNU) create an ideal opportunity in this regard, with progress set to enhance investor confidence and potentially restore South Africa’s credit rating, making it a more attractive investment destination compared to Morocco.   https://lnkd.in/dwP8rs8C   #EconomicReform #InvestmentInsights #AfricaEconomics

It's a wrap! The Johannesburg leg of our 2024 TOMORROW Investment Summit left the audience informed, intrigued and enlightened.  Thank you to those who spent the day with us exploring these key themes: ➡️ Thriving in an ambiguous world: Navigating rapid change and industry disruptions.  ➡️ The power of open minds: Embracing new perspectives and fostering innovation.  ➡️ The future of investment: Exploring emerging trends and opportunities. Cape Town, see you on Thursday!  📅 12 September 2024, 10h00 🏢 The Norval Foundation, Tokai If you haven't secured your seat, REGISTER NOW https://lnkd.in/erZaeRjn #TomorrowSummit2024 #Transformation #InvestmentExcellence  #ResponsibleInvestment #FutureMatters