In this webinar, Pieter Hundersmarck, fund manager of the Old Mutual Titan Global Equity Fund, looks into the opportunities presented by corporate disruption and why South Africans who keep their savings at home will miss out on the greater opportunity set offered by the global universe.
In this webinar, Fred Liebenberg, Head of Fund Specialists at Old Mutual Wealth, looks into five conundrums that confront most advisers and investors when deciding whether, and, if so, how much, to invest offshore.
This will be followed by a brief Q & A session
Join Jon Duncan from Old Mutual Investment Group and Roland Grabe from Old Mutual Wealth Tailored Fund Portfolios as they discuss the sustainability issues and its connectivity to the financial markets. They will cover why sustainability issues matter and importantly showcase Old Mutual’s approach to capturing the sustainability opportunity and making this available to investors.
Investors are concerned about whether “hanging in there” is a sensible strategy for meeting their real return objectives in this challenging market environment.
We consider the Themes and Risks faced by investment markets and how we expect these to play out. This gives insight to our strategic asset-allocation including our views on offshore vs local exposure. We set out our real return expectations on the key asset classes.
In active solutions “hanging in there” does not mean your investments are passively waiting it out
Feroz Basa will look at the current market conditions, the opportunities available in the global emerging markets that is being created within these market conditions and finally the opportunities available in his portfolio.