Old Mutual Wealth

Mr Price: Management Makes the Difference Research Analyst, Tasneem Samodien explores Mr Price (MRP), a holding in our Core Equity Model Portfolio, highlighting the company’s strategic focus on the South African market and its resilience in the face of economic pressures and global disruptions. She unpacks how MRP successfully navigated South Africa's "lost decade" (2010 – 2019) and the COVID-19 pandemic, achieving steady organic growth and operational efficiency. Tasneem also explains how the company is well-positioned to benefit from improving consumer sentiment and easing inflation, making it our top pick in the local retail sector. Read more: https://lnkd.in/daZYHNC3 #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth

2025 Budget Commentary Watch our investment experts unpack crucial insights from the highly anticipated 2025 Budget Speech and its potential impact on investment markets. They also explain how our investment expertise and solutions can help you best position your investments to grow and protect your wealth. Read more: https://lnkd.in/drFGSXiC #OldMutualWealth #2025BudgetSpeech #wealthmanagement #financialplanning

Global and local environment portfolios Victor Mupunga, CFA examines what the Budget Speech means for investors, particularly in relation to their investment portfolios. He also reflects on the investment outlook, highlighting the possible meaning for the rand as well as asset classes including equities and bonds. Watch now: https://lnkd.in/dwE-kv3B #OldMutualWealth #2025BudgetSpeech #wealthmanagement #financialplanning

Tax, Retirement and Emergency Funding Tiaan Herselman, CFP? discusses the South African Budget Speech outcomes, focusing on the VAT increase and the lack of inflationary adjustments on personal income tax. He examines the impact on financial planning, including investments and long-term retirement funding strategies. Watch now: https://lnkd.in/djGBYiQ7 #OldMutualWealth #2025BudgetSpeech #wealthmanagement #financialplanning

Impact on the macro-economic environment Izak Odendaal analyses the budget speech looking at its implications for the macro-economic environment, investment markets, investors and consumers. He also commends the GNU for its commitment to fiscal consolidation. Watch now: https://lnkd.in/dacaXUfZ #OldMutualWealth #2025BudgetSpeech #wealthmanagement #financialplanning

Gear Up for the 2025 African Triathlon Cup & SA Championships Old Mutual Wealth is proud to once again sponsor the 2025 African Triathlon Cup & SA Triathlon Championships. This thrilling race weekend takes place at Hobie Beach, Nelson Mandela Bay, from 4 to 6 April 2025. With top athletes from around the world competing in the premier event, this promises to be an unforgettable weekend of endurance. Events include the Elite & U23 Triathlon, Junior & Youth Triathlon, Age Group Championships, Paratriathlon, and the Mixed Relay. Don’t miss out - learn more here: https://lnkd.in/dgARi7Db #OldMutualWealth #integratedwealthplanning #wealthmanagement #africantriathlon #zsports

CRISES CATALYSE CHANGE We are amid big geopolitical changes and unexpected things are happening. Despite a stagnant domestic economy, and the threats of US tariff increases, European shares are flying. What is going on? Read more: https://lnkd.in/dcpQ6CFD #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

As we await the South African 2025 Budget on 12 March, investors are navigating a complex economic environment. The delay in the Budget, driven by political disagreements over VAT increases, leaves critical decisions on fiscal policy still pending. Global risks, such as escalating trade tensions and uncertainty around US trade policy, further heighten the pressure. Amid these uncertainties, maintaining a well-diversified portfolio of quality investments is essential. By focusing on high-quality assets across various sectors and regions, investors are better positioned to weather short-term fluctuations and capitalise on long-term growth opportunities. Read more in the latest issue of Prosperity: https://lnkd.in/d9ZxgEmf #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth

Atlas Copco: Leading Through Strategic Acquisitions and Innovation With over 150 years of industry leadership, Atlas Copco, a holding with our Global Equity Model Portfolio, has solidified its position as a global leader in industrial solutions. Research Analyst, Nadine Chetty-Khan CA(SA) highlights how the company combines sustainability, innovation and a decentralised governance structure to drive operational efficiency and details how it is positioned for growth in trends like energy efficiency, electric vehicles and digitalisation. She makes the point that Atlas Copco continues to be a compelling investment choice for long-term growth in a highly competitive market. Read more:?https://lnkd.in/dXv3rKPu #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth

Old Mutual Multi-Managers Scoops Another HedgeNews Africa Award - for the Seventh Consecutive Year! We are proud to announce that the Old Mutual Multi-Managers Long Short Equity Fund of Hedge Funds was named the best fund of hedge funds over five years by HedgeNews Africa Awards, with a net return of 14.81% on a Sharpe ratio of 1.38. This marks the seventh consecutive year that the fund has won an award and brings Old Mutual Multi-Managers’ total HedgeNews Africa Awards to 14! The prestigious awards, held in Cape Town on 6 March, were the 16th annual instalment. They honour the best risk-adjusted returns of alternative strategies and hedge funds across 15 different categories in South Africa and the broader Africa region each calendar year. This accolade once again showcases the outstanding investment expertise of the Old Mutual Multi-Managers team, balancing risk and reward in a changing financial landscape. Earlier in the day, Nosibusiso Ngqondoyi, Portfolio Manager at Old Mutual Multi-Managers, moderated a panel discussion where South African hedge fund managers shared insights across asset classes, offering a unique perspective on market dynamics and how they are positioning their portfolios for both growth and resilience. Congratulations to the Old Mutual Multi-Managers team for this remarkable achievement and unwavering commitment to excellence. Their dedication to delivering top-tier investment solutions continues to set the benchmark in the industry. #OldMutualMultiManagers #OldMutualMultiManagersLongShortEquityFund #HedgeNewsAfricaAwardsWinner2025 #HedgeFunds