About this event
The US election results are out, and China recently announced an aggressive stimulus package. What are the implications of these factors on global markets and how will they impact our investment strategy?
In this quarter’s webinar, we also bring you investment insights on leading sectors and where we believe opportunities lie. We take a closer look at some of the retail and financial stocks – what has worked, what has not, and our projections for the medium-to-long term. We will also unpack the drivers behind the gold performance and share insight into our Old Mutual Gold Fund’s strategy.
Join Siboniso Nxumalo our Chief Investment Officer, Meryl Pick the Head of Equity Research, and Investment Analyst Irina Schulenburg, for an engaging and thought-provoking session.
Hosted by
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External speaker
Meryl Pick Head of Equity Research and Portfolio Manager @ Old Mutual Investment GroupE
Meryl is the Head of Equity Research at Old Mutual Investment Group. In addition to directing the research process, she covers the gold sector and select stocks. She runs the Old Mutual Gold Fund and jointly manages Old Mutual’s flagship general equity unit trust, Old Mutual Investors’ Fund, and third-party equity mandates in the Fundamental Equity Portfolio with Siboniso Nxumalo and Arthur Karas.
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External speaker
Siboniso Nxumalo Chief Investment Officer @ Old Mutual Investment GroupE
Siboniso is the Chief Investment Officer at Old Mutual Investment Group and is accountable for the investment performance of its active investment capabilities. He previously fulfilled various leadership roles in the investment team including, sector head of financials and property, co-portfolio manager of the Old Mutual High Yield Opportunity Fund, and co-head and co-portfolio manager of the Old Mutual Global Emerging Markets capability and fund.
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External speaker
Irina Schulenburg Investment Analyst @ Old Mutual Investment GroupE
Irina is an Equity Analyst covering primarily industrial stocks. She has 18 years of industry experience and worked as an analyst at Foord Asset Management, Element Investment Managers, SBG Securities and JP Morgan Chase.
Old Mutual Investment Group
Old Mutual Investment Group is an established South African investment house offering a comprehensive range of local and international investments. With a focus on sustainable long-term returns, they incorporate independent thinking and sustainability ...
