About this event
The current conflict in the Middle East is a fundamental test of global stability. Unlike the conventional wars of the past, modern conflicts are characterised by their lack of a clear endgame, which means heightened uncertainty for longer.
While the natural impulse is to react to short-term market volatility, a reactive strategy often compromises long-term wealth.
Join us for our quarterly webinar as we shift the focus from immediate market noise to the structural shifts defining the short- to medium-term.
The panel:
Our CIO Siboniso Nxumalo: Will set the scene on the evolution of our Hard Power thesis.
Portfolio Manager Meryl Pick: Will provide a deep dive into the long-term structural implications for energy, looking at factors such as maritime insurance that are likely to keep oil prices higher for longer.
Portfolio Manager Jason Swartz: Will discuss the importance of tactical asset allocation through the lens of long-term endurance. He will outline how we are positioning portfolios to survive a widening range of outcomes.
We look forward to engaging with you in this robust discussion.
Hosted by
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External speaker
Meryl Pick Portfolio Manager @ Old Mutual Investment GroupE
Meryl is an experienced portfolio manager, who jointly manages a few of our flagship funds and including the Old Mutual Gold Fund.
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External speaker
Jason Swartz Portfolio Manager @ Old Mutual Investment GroupJS E
Jason is an experienced strategist and portfolio manager, also responsible for the tactical asset allocation capability.
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External speaker
Siboniso Nxumalo Chief Investment Officer @ Old Mutual Investment GroupE
Siboniso is the Chief Investment Officer and is accountable for the investment performance of the active investment capabilities.
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 ...
