Old Mutual Wealth

Understanding the Private Client Securities investment philosophy

In this interview, Ryk van Niekerk of Moneyweb and Andrew Dittberner, CIO at Private Client Securities (PCS) discuss PCS’ investment approach and offer some sage advice to investors. 

16 Feb 2022 20 min

Glowing results from L'Oréal

L'Oréal, leader in the global beauty and personal care market and  a holding in the PCS Global Equity Model Portfolio, recently released a strong set of annual results.  In this Moneyweb Now interview, Victor Mupunga, Senior Research Analyst at Private Client Securities, discusses L'Oréal's results and explains why Private Client…

10 Feb 2022 5 min

Do I really have to retire?

Sharon Moller - Financial Planning Coach at Old Mutual Wealth

11 Nov 2021 12 min

Am I ready for retirement (the non-financial elements of transitioning)

Olwethu Msanabo CFP® - Financial Planning Coach at Old Mutual Wealth

11 Nov 2021 15 min

Do I really need a financial planner in retirement?

Stephan le Roux - Financial Planning Coach at Old Mutual Wealth

11 Nov 2021 14 min

The Path to Net Zero: A Multi-Decade Journey, Tasneem Samodien

Climate change poses a myriad of risks to us humans, these risks include food insecurity, scarcity of water, on the other end flooding, infectious diseases, heat, economic losses and displacement. Tasneem Samodien, Research Analyst at Private Client Securities unpacks the path to net zero.

27 Sep 2021 18 min

When the chips are down: investment opportunities in the semiconductor industry

Semiconductor chips are the engine driving the technological transformation of the world. However, without them, there would be no machines to drive the information age. Nevertheless, today, we find ourselves in incredibly precarious positions of relying on just a handful of companies to meet the world's insatiable appetite and desire…

20 Jul 2021 14 min

Can small deals save Prosus?

Andrew Dittberner and Simon Brown discuss the animal healthcare industry and its compelling long-term investment opportunities, with a focus on Zoetis. 

4 Jun 2021 5 min

Mandy Dix-Peek and Michael Avery discuss some of the complexities when dealing with offshore estates

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets. This is more than simply an annoyance in the case of deceased estates as complications can easily hold up processes when multiple jurisdictions are involved. In…

20 May 2021 7 min

Tasneem Samodien and Michael Avery discuss Disney’s recent solid performance

While the pandemic has crippled some industries and brought giants to their knees, well-run companies with clear and well-executed strategies have emerged from the crisis more robust. In this radio interview,  Tasneem Samodien, Research Analyst at Private Client Securities, and Classic Business’ Michael Avery discuss Disney’s recent solid performance. 

20 May 2021 8 min

Does your 'fear of flying' affect me?

Yvonne Kilian - Financial Planning Coach at Old Mutual Wealth Our personal experiences influence the choices we make when investing. How do you and your planner move beyond these biases to unlock your full wealth potential? For more information visit: https://www.oldmutual.co.za/hardquestions

2 Mar 2021 16 min

Do you think I'm tripping myself up?

Olwethu Msanabo - Financial Planning Coach at Old Mutual Wealth Integrated Wealth Planning is designed to co-create a financial plan underpinned by your lifestyle and financial goals. Before it can be about money, it needs to be about you. For more information visit: https://www.oldmutual.co.za/hardquestions

2 Mar 2021 10 min

What happens if you go before I do?

Shannon Loots - Business Coach at Old Mutual Wealth There’s a million reasons why your planner may not be around forever. Here’s why you should start thinking about the future. For more information visit: https://www.oldmutual.co.za/hardquestions

2 Mar 2021 10 min

Is financial planning worth paying for?

Sharon Moller - Financial Planning Coach at Old Mutual Wealth We believe that true wealth is about more than just money; it’s about living the life you desire. A financial planner can partner with you to make the right choices. For more information visit: https://www.oldmutual.co.za/hardquestions

2 Mar 2021 12 min

How the SA property sector compares to the global landscape, Nosibusiso Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers

2020 has been a challenging year for local property. In this Market Matters Podcast,  Nosibusiso (Busi) Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers, shares her insights on how the local listed property sector compares to the global landscape, from a diversification perspective. She also discusses what the…

9 Dec 2020 12 min

South African interest rate trajectory over the course of 2020, Ameer Amod, Head of Absolute and Fixed Interest

This year, interest rates in most developed economies fell to zero, and in some cases, below zero. In this Market Matters Podcast, Ameer Amod, Head of Absolute and Fixed Interest at Old Mutual Multi-Managers, discusses the interest rate trajectory over the course of 2020 and how this has affected the…

9 Dec 2020 22 min

The power of diversification by selecting the right mix, Stephen Brierley, Head of Retail at Old Mutual Multi-Managers

One of the most important lessons 2020 has taught us is that diversification remains an investors best defense against various market cycles. In this Market Matters Podcast Stephen Brierley, Head of Retail at Old Mutual Multi-Managers discusses the power of diversification by selecting the right mix of securities, asset classes,…

9 Dec 2020 20 min

South African Equity Market Amidst Covid-19, Michael Dodd, Head of Equity at Old Mutual Multi-Managers

Covid-19 has required Fund Managers to adjust their sails and take a different approach to how they think about markets and in particular, how they position their portfolios. In this Market Matters Podcast @Michael Dodd, Head of Equity at Old Mutual Multi-Managers, discusses the performance of the South African equity…

9 Dec 2020 20 min

Celebrating Women: New Ways of Thinking about Women in Leadership with Kelly de Kock

Ian Fraser sits down with Kelly de Kock,  Chief Operating Officer for Old Mutual Wealth Private Client Securities, Treasury and Advisory Services, and  Fiduciary Services, as well as Old Mutual International, to celebrate women.  They delve into the new way of thinking about women in leadership roles, and the importance…

26 Aug 2020 13 min

Celebrating Women: Gender Equality in the Workplace with Pat Magadla

In celebration of Women’s Month, Ian Fraser sits down with Pat Magadla, a Senior Business Development Manager at the Old Mutual Investment Group to discuss the importance of gender equality in South Africa, especially in the workplace. In this inspiring talk to encourage the next generation of leaders, Pat touches…

26 Aug 2020 16 min