Market Matters Podcast Series

Market Matters Podcast Series

In this Market Matters Podcast series, we explore the most prominent economic themes with investment analysts from Old Mutual Multi-Managers. 

This year is definitely one for the record books. 2020 has indeed been a turbulent time on many fronts given Brexit, the Covid-19 pandemic and the US elections, to name but a few. As we approach the end of a year marked with many challenges and uncertainties, there might be a widespread reluctance to make firm plans for 2021. In this Market Matters Podcast series, we explore the most prominent economic themes with investment analysts from Old Mutual Multi-Managers. They help us make sense of the equity, property, and fixed interest markets, and share insights on how diversification could be the key to survive next year and beyond.

Michael Dodd: Head of Equity

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 market amidst Covid-19 and how we’ve faired against the global market. He also provides insight into what we can expect from markets in 2021.

Stephen Brierley: Head of Retail Business Development and Marketing

One of the most important lessons 2020 has taught us is that diversification remains an investors best defence against various market cycles. In this Market Matters Podcast @Stephen Brierley, Head of Retail Business Development and Marketing at Old Mutual Multi-Managers discusses the power of diversification by selecting the right mix of securities, asset classes, regions and fund managers to match the profile and goals of each investor. As the future is inherently uncertain, diversification means not taking a bet on a single outcome, but rather preparing for the fact that things can turn out differently to how we might imagine.

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 bond market. He also looks at why it's imperative to take a long-term view when it comes to investing and what the outlook for the future could be.

Nosibusiso (Busi) Nqgondoyi: Head of Property and Hedge

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 future holds for this sector and the benefits for investors who are prepared to exercise patience as they await a recovery.