Can small deals save Prosus?
Loading player...
Andrew Dittberner and Simon Brown discuss the animal healthcare industry and its compelling long-term investment opportunities, with a focus on Zoetis.
Other recent episodes
Growth Meets Higher Rates: What Markets Are Pricing Now
How much are investors willing to pay for growth when the cost of money is rising? In this episode of Markets & Meaning, Sean Ashton explores the changing relationship between higher interest rates, economic growth and equity valuations. He looks at why US Treasury yields have moved above 5%, whether…
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,…
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…
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…
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…