The high-yield sovereign debt category is often overlooked, given the risk premium attached to the asset class. However, investors seeking a balance between the safety of fixed income and the growth potential of equities would do well to consider high-yield hard...
With the expected advent of the two-pot retirement system in September 2024, South Africa stands on the brink of a significant overhaul in retirement savings. Yet, a recent Old Mutual survey reveals a concerning trend: half of the independent financial...
Amid ongoing market turbulence and shifting global economic prospects, we are likely to see a promising trajectory for global equity portfolio returns in 2024. This will be buoyed particularly by shares in the global healthcare and technology sectors, which...
Fifteen years ago, in January 2009, US Airways Captain Chesley ‘Sully’ Sullenberger landed an Airbus A320 in the Hudson River in New York City. It was an iconic moment in the history of aviation. The forced landing was necessary after both engines were knocked out by...
Mayuresh Kulkarni, Quantitative Analyst, and Mario Fisher, Head of Quantitative Research, Old Mutual Investment GroupIn today’s world, there is an explosion of the amount and types of data available to the average investor. The consequence is a greater need for tools...
Izak Odendaal, Investment Strategist, Old Mutual WealthThe post-Covid inflation surge and accompanying jump in interest rates was a global phenomenon. There were a few important exceptions, notably China and Japan, but almost all other economies experienced broad and...
Nicole Martens, Head of Stewardship, and Siboniso Nxumalo, Chief Investment Officer, Old Mutual Investment Group The local construction sector has faced a number of challenges in recent years, led by a lack of infrastructure spend post the World Cup boom, the Covid-19...
Izak Odendaal, InvestmentStrategist, Old Mutual Wealth For the last year or so, following regulatory crackdowns, Covid lockdowns, slowing growth and growing strategic competition with the West, many investment commentators have posed the question “Is China...