B2B Central

Old Mutual Multi-Managers

24 Apr 2018

Making sense of shifts and swings

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers Financial market activity is often dominated by particular themes or narratives. Sometimes these storylines are created after the fact to explain random market movements, but they are often based in reality. Towards the end of 2017, the dominant theme was ‘synchronised...
11 Dec 2017

A dramatic end to a dramatic year

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers. The JSE was down sharply last week as scandal engulfed one of the biggest shares on the exchange. Steinhoff International shares plunged after the company’s auditors refused to sign off on its latest financial statements and its CEO resigned.
20 Nov 2017

More political shocks

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers. Some 50 years ago, British Prime Minister Harold Wilson coined the expression ‘a week is a long time in politics’. Faced with chaotic Brexit negotiations, backstabbing Tories and two Cabinet ministers resigning amid this scandal, current British Prime Minister Theresa May...
03 Apr 2017

Gordhan goes, but 'not the time to panic'

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers. It was a week of high drama, which culminated in the removal of Finance Minister Pravin Gordhan, his deputy Mcebisi Jonas, and other ministers and deputy ministers on Thursday night.
10 Oct 2016

Pound falls hard as Brexit looms

By Janice Roberts

Dave Mohr & Izak Odendaal, Old Mutual Multi-Managers, give us their opinion on the British pound as well as on US non-farm payrolls.
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