The impact and opportunities of the recent market volatility
It is often at times of high market volatility that the best opportunities to buy shares in companies at very attractive levels present themselves. The week beginning Monday 9 March 2020 will be remembered with the great market crashes of 1929, 1987 and 2008. Please join Siboniso Nxumalo, Head of Old Mutual Equities at Old Mutual Investment Group, as he will be talking about the impact of the recent market volatility, and emerging opportunities.
RecordedMar 25 202044 mins
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Jon Duncan, Head of Responsible Investment and Head of ESG engagement Robert Lewenson
Join the Head of Responsible Investment Jon Duncan and the Head of ESG engagement Robert Lewenson share how stewardship is key to driving long-term shared valued outcomes in asset management. Insight will be shared on the role of an asset manager on the business approach to responsible investing and innovation going into 2021. This is on the back of increased demand for stewardship services on the part of asset owners for greater collaboration and clearer industry positioning on key ESG issues.
Join Hywel George, Director of Investments, as he explores the likely policies of President Biden and how they may affect markets, globally and here in South Africa. And what would Kamala do were she to take over?
Join Hywel George, Director of Investments as he explores the world of Warren Buffett. Over the past 60 years of investing he has carved out a compound return that has amassed him a personal fortune of over $80bn. But what are his investing principles? And is he the greatest investor of all time? The answers will surprise you - to the first question, not what you might expect, to the second - no.
Tune in and find out who actually is the greatest investor ever.
Johann Els, Chief Economist at Old Mutual Investment Group
Join Johann Els, Chief Economist at Old Mutual Investment Group, as he discusses the real prospects of the South African economy post the 2020 Medium Term Budget Policy Statement. This comes while the country faces a growth dilemma and the task of reconstructing the economy led by government. He will unpack his views on the tabled efforts, that include the adjusted estimates of national expenditure.
Johann Els, Chief Economist at Old Mutual Investment Group
Johann Els, Chief Economist at Old Mutual Investment Group, evaluates the global V-shaped real economy recovery playing out, policy shift and what it means for inflation, interest rates and currencies. Including a focus on the South African economy facing a growth and fiscal dilemma in the lead up to the 2020 Medium Term Budget Policy Statement.
Join Hywel George, Director of investments as he explores the area of behavioral economics, how our basic instincts often fail us, and how to manage our emotions, to make better decisions, for us and for our clients.
Jon Duncan, Head of Responsible Investment and Sinenhlanhla (Sne) Dlamini, Client Director
Please join Jon Duncan, Head of Responsible Investment, and Sinenhlanhla (Sne) Dlamini, Institutional Client Director, as they discuss highlights from the recent GSG Global Impact Summit, where Old Mutual Investment Group was a Platinum sponsor. Jon will also share some key take-outs of our Responsible Investment activities and how we are managing clients’ capital to ensure a sustainable future.
Please Join Hywel George, Director of Investments, as he unpacks Facebook, Amazon, Apple, Netflix, and Google. How do they make their money? What do we really know about them? How did they become so dominant? And what might President Biden take away from them?
Join Hywel George, Director of Investments as he discusses South Africa, from a ‘foreigners’ perspective. Is it as bad as it looks? Has widespread corruption become endemic? Can Cyril save the nation? Is there any hope for a brighter future?
Join Hywel George, Director of Investments as he explores the life and times of Elon Musk - entrepreneur, inventor, publicist. Creator of Tesla, Solar City, Hyperloop, Neurolink, Starlink, The Boring Company, and Space X Musk is prolific and startling. But will he win? What will be his legacy, and can he make it to Mars by 2025?
Join Hywel George, Director of Investments as he explores in detail the world of cryptocurrencies. What exactly are they? Are they attractive? How do we value them? Should you invest in them? And if so how?
Join Hywel George, Director of investments at Old Mutual Investment Group, as he shares the lessons from 33 years in the markets. How to make money and how to lose it. How to spot a great fund manager and how to spot a dud – this should be fun.
Jon Duncan, Head of Responsible Investment & Fawaz Fakier, Portfolio Manager at Old Mutual Investment Group
In this webinar Jon Duncan, Head of Responsible Investment, and Fawaz Fakier, Portfolio Manager of the Old Mutual ESG Equity Fund, delve into the importance of ESG as part of a diversified investment portfolio and explain ESG integration into OMIG’s Responsible Investment suite of unit trusts.
Listed Equity Stewardship provides an important platform for Old Mutual Investment Group (OMIG) to champion for change on key Environmental Social and Governance (ESG) issues. In this presentation, Robert Lewenson talks through OMIG’s expectations for businesses it invests in regarding ethical leadership, tackling transformation and integrating ESG issues into their long-term business strategy. He also shares the work done with the management teams of key holdings on high risk ESG issues and collaboration with co-investors to drive change. Lastly, he introduces the innovative idea of Equity Stewardship Service to 3rd party clients and explains how it will contribute to Listed Equity Stewardship in the industry.
Hywel George, Director of Investments at Old Mutual Investment Group
Join Hywel George, Director of Investments at Old Mutual Investment Group, as he discusses a less optimistic scenario for South Africa and the World. No near term vaccine, longer lockdowns, nervous consumers, central banks out of firepower. What happens then?