Old Mutual South Africa’s Post

IMPACT ON INVESTMENT PORTFOLIOS Victor Mupunga, CFA, Head of Research at Private Clients by Old Mutual Wealth, reflects on the impact of the Budget Speech on investment portfolios across sectors, geographies and markets. He also talks to Private Clients’ investment portfolio strategy and how it is best positioned to take advantage of market movements. For more #Budget2024 commentary, click here: https://lnkd.in/dMF6YDAY   #Budget2024 #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

What to consider when investing in bonds for income. Morningstar. “Say yes to bonds” was one of the key calls in the Morningstar Investment Management's outlook for this year. In this snapshot video interview, three questions are answered on bonds, income levels and what investors can expect in terms of risk tolerance. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyrRFHHP #financialadviser #investment #investmentmanagement #finance

Join our expert panel for the session Allocations and strategic choices for investors in private markets and sharpen your investment strategies.💡 Discover to what extent are many investors still over-allocated to private markets, the strategies that will dominate over the next decade in allocations and much more. https://okt.to/EPavx3 #WiPMNA #privatemarkets #InvestmentStrategies #investorinsights

What to consider when investing in bonds for income. Morningstar. “Say yes to bonds” was one of the key calls in the Morningstar Investment Management's outlook for this year. In this snapshot video interview, three questions are answered on bonds, income levels and what investors can expect in terms of risk tolerance. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyrRFHHP #financialadviser #investment #investmentmanagement #finance

Despite the risks associated with expensive global share markets, the investment landscape still offers investors prospects for decent returns in 2024. Investment professional Linda Eedes, CFA writes that the global opportunity set has broadened over the past year — with better return prospects now available across a wider array of asset classes. In this article, she outlines several key areas of opportunity in the Foord multi-asset portfolios. Read the article to find out more: https://lnkd.in/gvgrrhcG #finance #assetmanagement #assets #globalmarkets 

Are higher interest rates a net positive or negative for consumers? Get insight from the Ameriprise Investment Research Group in this article. https://bit.ly/4cajeMh #MFG #MettleFinancialGroup #WealthPreservation #AmeripriseFinancial #AmeripriseResearch

Are higher interest rates a net positive or negative for consumers? Get insight from the Ameriprise Investment Research Group in this article. https://bit.ly/3zgrgVc #MFG #MettleFinancialGroup #WealthPreservation #AmeripriseFinancial #AmeripriseResearch

Despite the risks associated with expensive global share markets, the investment landscape still offers investors prospects for decent returns in 2024. Investment professional Linda Eedes, CFA writes that the global opportunity set has broadened over the past year — with better return prospects now available across a wider array of asset classes. In this article, she outlines several key areas of opportunity in the Foord multi-asset portfolios. Read the article to find out more: https://lnkd.in/gr3FFnsm #finance #assetmanagement #assets #globalmarkets 

Investment & Market Update October '24! Last week we had the pleasure of recording our Investment & Market Update October '24, with our CEO Adem Becirevic FCPA, together Shartru Wealth’s CEO Rob Coyte, and special guest, Private Portfolio Managers - PPM CEO & Chairman Hugh MacNally. In this update, we shared; 1. A market update; inflation and interest rates, how do we see it? 2. International elections, what's the effect on the international markets? 3. How risk is managed, with direct shares and uncorrelated investments. 4. What makes Private Portfolio Managers different, unique and not available to the general public? Thanks to our host Paul Jansz. Enjoy, it's a great update on our YouTube page, https://lnkd.in/gQkVfChc Tara Hansen Steven Burns Lauren Rozario Jess L. Warren Jones #financialcertainty #financialfreedom #quarterlyupdate #marketandinvestments #PPM #shartruwealth #virtualfinancial This information is general advice and does not take account of investors’ objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their objectives, financial situation or needs. Shartru Wealth Management Pty Ltd | ABN 46 158 536 871 AFSL 422409

With the S&P 500 briefly touching all-time highs and meme stocks taking center stage again, May was an interesting month for the financial markets. Learn more in the latest Market Musings from First Command.