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		<title>Old Mutual Investment Group</title>
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		<description>At Old Mutual Investment Group, we look beyond the obvious to uncover quality businesses and opportunities that are often overlooked by the market, building portfolios designed to endure. This disciplined, research-led approach underpins our ability to deliver resilient, competitive performance through market cycles, translating insight into sustainable long-term returns for our clients.

As a global investment manager with deep roots across the African continent, we are wholly committed to helping our clients grow and protect their capital over the long-term, both on the continent and broader across the globe. Being responsible stewards of the assets we manage helps us deliver this goal in the form of sustainable long-term returns. We are a black-owned investment manager and invest responsibly, because behind every decision are the unseen people, futures and legacies that matter.</description>
					<category>Business</category>
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		<pubDate>Tue, 07 Jul 2026 15:29:30 +0200</pubDate>
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				<itunes:subtitle>At Old Mutual Investment Group, we look beyond the obvious to uncover quality businesses and opportunities that are often overlooked by the market, building portfolios designed to endure.</itunes:subtitle>
		<itunes:author>Old Mutual</itunes:author>
		<itunes:type>episodic</itunes:type>
		<itunes:owner>
			<itunes:name>Old Mutual</itunes:name>
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		<itunes:summary><![CDATA[At Old Mutual Investment Group, we look beyond the obvious to uncover quality businesses and opportunities that are often overlooked by the market, building portfolios designed to endure. This disciplined, research-led approach underpins our ability to deliver resilient, competitive performance through market cycles, translating insight into sustainable long-term returns for our clients.

As a global investment manager with deep roots across the African continent, we are wholly committed to helping our clients grow and protect their capital over the long-term, both on the continent and broader across the globe. Being responsible stewards of the assets we manage helps us deliver this goal in the form of sustainable long-term returns. We are a black-owned investment manager and invest responsibly, because behind every decision are the unseen people, futures and legacies that matter.]]></itunes:summary>
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		<title>Geopolitics impacting the investment landscape</title>
		<link>https://iono.fm/e/1693265</link>
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		<description><![CDATA[In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain resilient, disciplined, and focused on long‑term outcomes.<br />
<br />
Listen now.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 26 Mar 2026 08:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Geopolitics impacting the investment landscape</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
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		<itunes:duration>9:36</itunes:duration>
		<itunes:summary><![CDATA[In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain resilient, disciplined, and focused on long‑term outcomes.

Listen now.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
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		<title>🎙 Auction dynamics fuel credit spread tightening in the local debt capital market</title>
		<link>https://iono.fm/e/1693266</link>
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		<description><![CDATA[Highlights:<br />
 • Credit spreads are tightening—even as risk rises<br />
 • What’s driving demand in a weak-growth environment<br />
 • How auction dynamics and bank guidance skew pricing<br />
 • Fair value vs. mark-to-market: Why it matters to investors<br />
 • Intengo’s approach to building better fair value models <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 29 May 2025 17:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🎙 Auction dynamics fuel credit spread tightening in the local debt capital market</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693266_20260707_164253_1400.jpeg"/>
		<itunes:duration>46:36</itunes:duration>
		<itunes:summary><![CDATA[Highlights:
 • Credit spreads are tightening—even as risk rises
 • What’s driving demand in a weak-growth environment
 • How auction dynamics and bank guidance skew pricing
 • Fair value vs. mark-to-market: Why it matters to investors
 • Intengo’s approach to building better fair value models 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
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	<item>
		<title>Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status</title>
		<link>https://iono.fm/e/1693268</link>
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		<description><![CDATA[🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 10 Apr 2025 13:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>16:33</itunes:duration>
		<itunes:summary><![CDATA[🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<title>📢The Money Show with Peter Brooke</title>
		<link>https://iono.fm/e/1693269</link>
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		<description><![CDATA[In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️ <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 04 Apr 2025 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📢The Money Show with Peter Brooke</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693269_20260707_164545_1400.jpeg"/>
		<itunes:duration>3:35</itunes:duration>
		<itunes:summary><![CDATA[In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️ 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
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		<title>The Money Show market update with Investment Analyst Siya Mbatha</title>
		<link>https://iono.fm/e/1693270</link>
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		<description><![CDATA[📌 Premier Group<br />
<br />
Expected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy<br />
<br />
📌 Raubex<br />
<br />
Earnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is promising but poses cash flow challenges<br />
<br />
📌 Gold Fields<br />
<br />
Share price down 5% after Gruyere Gold Mine offer rejectedConcerns over overpaying at elevated gold pricesInvestors cautious about large-scale M&amp;A activity at the top of the cycle <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 25 Mar 2025 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show market update with Investment Analyst Siya Mbatha</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>4:49</itunes:duration>
		<itunes:summary><![CDATA[📌 Premier Group

Expected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy

📌 Raubex

Earnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is promising but poses cash flow challenges

📌 Gold Fields

Share price down 5% after Gruyere Gold Mine offer rejectedConcerns over overpaying at elevated gold pricesInvestors cautious about large-scale M&A activity at the top of the cycle 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>🎙 Market update: Banking and mining in focus</title>
		<link>https://iono.fm/e/1693272</link>
		<guid isPermaLink="true">https://iono.fm/e/1693272</guid>
		<description><![CDATA[Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects.Transnet’s rail performance – Notable improvements have strengthened South Africa’s mining outlook.<br />
<br />
🎧 Head of Responsible Investment Research Tana Mongwe unpacks these key developments.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 18 Mar 2025 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🎙 Market update: Banking and mining in focus</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693272_20260707_164657_1400.jpeg"/>
		<itunes:duration>3:48</itunes:duration>
		<itunes:summary><![CDATA[Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects.Transnet’s rail performance – Notable improvements have strengthened South Africa’s mining outlook.

🎧 Head of Responsible Investment Research Tana Mongwe unpacks these key developments.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<title>🔊SA Budget update: What investors need to know</title>
		<link>https://iono.fm/e/1693273</link>
		<guid isPermaLink="true">https://iono.fm/e/1693273</guid>
		<description><![CDATA[The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted?<br />
<br />
Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook:<br />
<br />
-      The revised VAT proposal and its implications<br />
<br />
-      South Africa’s fiscal outlook and debt stabilisation efforts<br />
<br />
-      Market reactions and investor sentiment<br />
<br />
 Tune in now.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 13 Mar 2025 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🔊SA Budget update: What investors need to know</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693273_20260707_165001_1400.jpeg"/>
		<itunes:duration>4:47</itunes:duration>
		<itunes:summary><![CDATA[The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted?

Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook:

-      The revised VAT proposal and its implications

-      South Africa’s fiscal outlook and debt stabilisation efforts

-      Market reactions and investor sentiment

 Tune in now.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693273?download=0]]></ionofm:player_url>
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	<item>
		<title>🎙 Market Update with Siboniso Nxumalo</title>
		<link>https://iono.fm/e/1693275</link>
		<guid isPermaLink="true">https://iono.fm/e/1693275</guid>
		<description><![CDATA[Key takeaways from The Money Show:<br />
<br />
✅ Santam: Strong recovery post-COVID; net income up 51%.<br />
✅ Aspen: New contracts and higher margins drive a 12% share price jump.<br />
✅ Bidvest: Diversified results – international growth offsets local economic challenges.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 05 Mar 2025 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🎙 Market Update with Siboniso Nxumalo</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693275_20260707_165053_1400.jpeg"/>
		<itunes:duration>5:27</itunes:duration>
		<itunes:summary><![CDATA[Key takeaways from The Money Show:

✅ Santam: Strong recovery post-COVID; net income up 51%.
✅ Aspen: New contracts and higher margins drive a 12% share price jump.
✅ Bidvest: Diversified results – international growth offsets local economic challenges.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>🎙 Podcast: Market Moves – Prosus, Naspers and Sasol</title>
		<link>https://iono.fm/e/1693276</link>
		<guid isPermaLink="true">https://iono.fm/e/1693276</guid>
		<description><![CDATA[Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:<br />
<br />
Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?The big picture: What these moves signal for South Africa’s market outlook.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 05 Mar 2025 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🎙 Podcast: Market Moves – Prosus, Naspers and Sasol</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693276_20260707_165250_1400.jpeg"/>
		<itunes:duration>5:01</itunes:duration>
		<itunes:summary><![CDATA[Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?The big picture: What these moves signal for South Africa’s market outlook.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693276_high.mp3?p=rss" length="4817775" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693276?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan</title>
		<link>https://iono.fm/e/1693278</link>
		<guid isPermaLink="true">https://iono.fm/e/1693278</guid>
		<description><![CDATA[📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data.<br />
<br />
🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics.<br />
<br />
🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty.<br />
<br />
🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest in Chinese tech.<br />
<br />
⚖️ Political developments: SA’s budget speech delay and load shedding underscored ongoing risks, though the rand remained stable.<br />
<br />
🎯 Investment takeaway: Market uncertainty and regional divergence highlight the importance of risk management.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 27 Feb 2025 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693278_20260707_165343_1400.jpeg"/>
		<itunes:duration>3:44</itunes:duration>
		<itunes:summary><![CDATA[📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data.

🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics.

🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty.

🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest in Chinese tech.

⚖️ Political developments: SA’s budget speech delay and load shedding underscored ongoing risks, though the rand remained stable.

🎯 Investment takeaway: Market uncertainty and regional divergence highlight the importance of risk management.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693278_high.mp3?p=rss" length="3590204" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693278_20260707_165343_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693278?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>🎙 Podcast: Market Moves – Prosus, Naspers and Sasol</title>
		<link>https://iono.fm/e/1693279</link>
		<guid isPermaLink="true">https://iono.fm/e/1693279</guid>
		<description><![CDATA[Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:<br />
<br />
📉 Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.<br />
🚚 What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.<br />
⚡ Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?<br />
🌍 The big picture: What these moves signal for South Africa’s market outlook.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 26 Feb 2025 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🎙 Podcast: Market Moves – Prosus, Naspers and Sasol</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693279_20260707_165613_1400.jpeg"/>
		<itunes:duration>5:01</itunes:duration>
		<itunes:summary><![CDATA[Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

📉 Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
🚚 What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.
⚡ Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?
🌍 The big picture: What these moves signal for South Africa’s market outlook.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693279_high.mp3?p=rss" length="4817775" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693279_20260707_165613_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693279?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>📊 Budget 2025 Postponed – What this means for SA</title>
		<link>https://iono.fm/e/1693281</link>
		<guid isPermaLink="true">https://iono.fm/e/1693281</guid>
		<description><![CDATA[🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈.<br />
<br />
🔑 Key takeaways:<br />
<br />
💰 The budget was delayed due to disagreements over a potential VAT hike.<br />
<br />
⚖️ This could signal cracks in the GNU – or proof that it's working.<br />
<br />
🏛️ The ANC has been asserting its authority within the coalition, as seen with recent policies like the NHI and Expropriation Act.<br />
<br />
📉 Market reaction was muted, suggesting investors may see the GNU as functioning despite political noise.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 20 Feb 2025 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📊 Budget 2025 Postponed – What this means for SA</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693281_20260707_165710_1400.jpeg"/>
		<itunes:duration>5:05</itunes:duration>
		<itunes:summary><![CDATA[🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈.

🔑 Key takeaways:

💰 The budget was delayed due to disagreements over a potential VAT hike.

⚖️ This could signal cracks in the GNU – or proof that it's working.

🏛️ The ANC has been asserting its authority within the coalition, as seen with recent policies like the NHI and Expropriation Act.

📉 Market reaction was muted, suggesting investors may see the GNU as functioning despite political noise.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693281_high.mp3?p=rss" length="4897102" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693281_20260707_165710_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693281?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>📊 Market Insights with Arthur Karas</title>
		<link>https://iono.fm/e/1693282</link>
		<guid isPermaLink="true">https://iono.fm/e/1693282</guid>
		<description><![CDATA[🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates:<br />
<br />
💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices.<br />
<br />
🏗️ Afrimat’s diversified strategy – Despite short-term pressure from rail constraints and weak local demand, long-term growth is underpinned by Lafarge’s cement turnaround and efficiency improvements at Nkomati Anthracite Mine.<br />
<br />
🥚 Quantum Foods’ strong recovery – After last year’s avian flu outbreak, the company has ramped up egg production by 70%. While egg prices dipped 13% due to better availability, the outlook for profitability remains positive.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 18 Feb 2025 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📊 Market Insights with Arthur Karas</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693282_20260707_165911_1400.jpeg"/>
		<itunes:duration>3:44</itunes:duration>
		<itunes:summary><![CDATA[🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates:

💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices.

🏗️ Afrimat’s diversified strategy – Despite short-term pressure from rail constraints and weak local demand, long-term growth is underpinned by Lafarge’s cement turnaround and efficiency improvements at Nkomati Anthracite Mine.

🥚 Quantum Foods’ strong recovery – After last year’s avian flu outbreak, the company has ramped up egg production by 70%. While egg prices dipped 13% due to better availability, the outlook for profitability remains positive.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693282_high.mp3?p=rss" length="3601085" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693282_20260707_165911_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693282?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>📊 Market Insights with Peter Brooke</title>
		<link>https://iono.fm/e/1693284</link>
		<guid isPermaLink="true">https://iono.fm/e/1693284</guid>
		<description><![CDATA[🎧 On The Money Show, Portfolio Manager Peter Brooke shared key market updates:<br />
<br />
📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth.<br />
<br />
🌍 Leadership moves – Capitec &amp; BAT made strategic director appointments, bringing global expertise to drive future success.<br />
<br />
💰 Rand strength and commodities – The rand was the best-performing currency globally, backed by rising gold, copper, and iron ore prices, while China’s equities showed resilience.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 11 Feb 2025 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📊 Market Insights with Peter Brooke</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693284_20260707_170055_1400.jpeg"/>
		<itunes:duration>5:33</itunes:duration>
		<itunes:summary><![CDATA[🎧 On The Money Show, Portfolio Manager Peter Brooke shared key market updates:

📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth.

🌍 Leadership moves – Capitec & BAT made strategic director appointments, bringing global expertise to drive future success.

💰 Rand strength and commodities – The rand was the best-performing currency globally, backed by rising gold, copper, and iron ore prices, while China’s equities showed resilience.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693284_high.mp3?p=rss" length="5336451" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693284_20260707_170055_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693284?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>📢 Global Market Insights with Reza Fakie 🎧</title>
		<link>https://iono.fm/e/1693285</link>
		<guid isPermaLink="true">https://iono.fm/e/1693285</guid>
		<description><![CDATA[Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie. <br />
<br />
 🔹 US and China led global returns in 2024<br />
 🔹 Large caps, momentum, and growth dominated<br />
 🔹 Emerging markets' growing influence<br />
 🔹 Market disruptions to watch in 2025 <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 06 Feb 2025 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📢 Global Market Insights with Reza Fakie 🎧</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693285_20260707_170348_1400.jpeg"/>
		<itunes:duration>4:49</itunes:duration>
		<itunes:summary><![CDATA[Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie. 

 🔹 US and China led global returns in 2024
 🔹 Large caps, momentum, and growth dominated
 🔹 Emerging markets' growing influence
 🔹 Market disruptions to watch in 2025 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693285_high.mp3?p=rss" length="4640038" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693285_20260707_170348_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693285?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>What investors need to keep an eye on in 2025 | Quarterly Market Update</title>
		<link>https://iono.fm/e/1693286</link>
		<guid isPermaLink="true">https://iono.fm/e/1693286</guid>
		<description><![CDATA[As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence.<br />
<br />
✔️ The impact of interest rates on portfolio positioning.<br />
✔️ China’s economic revival and the influence of the US under Trump’s administration.<br />
✔️ Opportunities in emerging markets versus developed markets.<br />
✔️ Key South African sectors to watch.<br />
✔️ The role of technology and sustainability in shaping investment strategies.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 05 Feb 2025 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>What investors need to keep an eye on in 2025 | Quarterly Market Update</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>20:56</itunes:duration>
		<itunes:summary><![CDATA[As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence.

✔️ The impact of interest rates on portfolio positioning.
✔️ China’s economic revival and the influence of the US under Trump’s administration.
✔️ Opportunities in emerging markets versus developed markets.
✔️ Key South African sectors to watch.
✔️ The role of technology and sustainability in shaping investment strategies.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693286_high.mp3?p=rss" length="20111682" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693286?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>📈Navigating Market Volatility</title>
		<link>https://iono.fm/e/1693288</link>
		<guid isPermaLink="true">https://iono.fm/e/1693288</guid>
		<description><![CDATA[🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insights into his stock pick, Sun International. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 09 Jan 2025 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>📈Navigating Market Volatility</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693288_20260707_170442_1400.jpeg"/>
		<itunes:duration>4:13</itunes:duration>
		<itunes:summary><![CDATA[🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insights into his stock pick, Sun International. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693288_high.mp3?p=rss" length="4050303" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693288_20260707_170442_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693288?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Market update with Investment Analyst Sehrish Khan 📈</title>
		<link>https://iono.fm/e/1693289</link>
		<guid isPermaLink="true">https://iono.fm/e/1693289</guid>
		<description><![CDATA[ US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. <br />
<br />
Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal of equity gains. <br />
<br />
South Africa’s growth prospects remain vulnerable to various factors, but we remain cautiously optimistic about the improving outlook. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 05 Dec 2024 09:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Market update with Investment Analyst Sehrish Khan 📈</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>4:14</itunes:duration>
		<itunes:summary><![CDATA[ US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. 

Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal of equity gains. 

South Africa’s growth prospects remain vulnerable to various factors, but we remain cautiously optimistic about the improving outlook. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693289_high.mp3?p=rss" length="4080447" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693289?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | A balanced perspective on South Africa’s economic transition</title>
		<link>https://iono.fm/e/1693290</link>
		<guid isPermaLink="true">https://iono.fm/e/1693290</guid>
		<description><![CDATA[For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show,  where he unpacked the following key issues:<br />
📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase.<br />
📊 Boxer listing: A promising new market entrant valued at R54/share, showcasing robust growth potential.<br />
🏥 Netcare's resilience: Operating profit up by 12.6%, but higher interest rates remain a challenge.<br />
⛏ Barloworld's struggles: Declines in equipment sales highlight challenges in the mining sector.<br />
🐟 Oceana's gains: A bright spot with profits up 9.5%.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 26 Nov 2024 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | A balanced perspective on South Africa’s economic transition</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693290_20260707_170715_1400.jpeg"/>
		<itunes:duration>4:05</itunes:duration>
		<itunes:summary><![CDATA[For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show,  where he unpacked the following key issues:
📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase.
📊 Boxer listing: A promising new market entrant valued at R54/share, showcasing robust growth potential.
🏥 Netcare's resilience: Operating profit up by 12.6%, but higher interest rates remain a challenge.
⛏ Barloworld's struggles: Declines in equipment sales highlight challenges in the mining sector.
🐟 Oceana's gains: A bright spot with profits up 9.5%.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693290_high.mp3?p=rss" length="3932569" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693290_20260707_170715_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693290?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Market Insights: Donald Trump’s win, rand volatility, and oil price movements</title>
		<link>https://iono.fm/e/1693292</link>
		<guid isPermaLink="true">https://iono.fm/e/1693292</guid>
		<description><![CDATA[Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers:  <br />
<br />
Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief.Global oil prices: Supply concerns due to US production disruptions and potential sanctions on Iran and Venezuela have increased pressure on oil prices.<br />
<br />
Siya explains how these factors may influence South African markets and what to keep an eye on in the coming weeks. Tune in for a recap of this week’s global and local market dynamics.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 14 Nov 2024 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Market Insights: Donald Trump’s win, rand volatility, and oil price movements</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>2:14</itunes:duration>
		<itunes:summary><![CDATA[Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers:  

Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief.Global oil prices: Supply concerns due to US production disruptions and potential sanctions on Iran and Venezuela have increased pressure on oil prices.

Siya explains how these factors may influence South African markets and what to keep an eye on in the coming weeks. Tune in for a recap of this week’s global and local market dynamics.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693292_high.mp3?p=rss" length="2159922" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693292?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The US election’s ripple effect: How Trump’s victory could impact South Africa</title>
		<link>https://iono.fm/e/1693293</link>
		<guid isPermaLink="true">https://iono.fm/e/1693293</guid>
		<description><![CDATA[In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.  <br />
<br />
But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.  <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 07 Nov 2024 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The US election’s ripple effect: How Trump’s victory could impact South Africa</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693293_20260707_170831_1400.jpeg"/>
		<itunes:duration>7:34</itunes:duration>
		<itunes:summary><![CDATA[In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.  

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.  

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693293_high.mp3?p=rss" length="7278696" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693293_20260707_170831_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693293?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Key insights on global market trends</title>
		<link>https://iono.fm/e/1693294</link>
		<guid isPermaLink="true">https://iono.fm/e/1693294</guid>
		<description><![CDATA[Listen to Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he shares valuable insights into the US election’s influence on markets, China’s economic actions, and how global events could impact South African investors. Listen now to gain perspectives on how these dynamics are shaping the investment landscape. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 07 Nov 2024 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Key insights on global market trends</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693294_20260707_171034_1400.jpeg"/>
		<itunes:duration>6:21</itunes:duration>
		<itunes:summary><![CDATA[Listen to Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he shares valuable insights into the US election’s influence on markets, China’s economic actions, and how global events could impact South African investors. Listen now to gain perspectives on how these dynamics are shaping the investment landscape. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693294_high.mp3?p=rss" length="6097910" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693294_20260707_171034_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693294?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Medium-Term Budget Policy Statement insights with Jason Swartz</title>
		<link>https://iono.fm/e/1693296</link>
		<guid isPermaLink="true">https://iono.fm/e/1693296</guid>
		<description><![CDATA[In this quick take, Portfolio Manager Jason Swartz highlights the Medium-Term Budget Policy Statement’s key takeaways. From critical infrastructure funding and support for Transnet to conservative yet realistic fiscal planning, Jason breaks down what these updates mean for South Africa’s financial markets.<br />
<br />
Listen in for insights on where growth opportunities lie and how markets reacted to the announcement.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 31 Oct 2024 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Medium-Term Budget Policy Statement insights with Jason Swartz</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693296_20260707_171145_1400.jpeg"/>
		<itunes:duration>4:46</itunes:duration>
		<itunes:summary><![CDATA[In this quick take, Portfolio Manager Jason Swartz highlights the Medium-Term Budget Policy Statement’s key takeaways. From critical infrastructure funding and support for Transnet to conservative yet realistic fiscal planning, Jason breaks down what these updates mean for South Africa’s financial markets.

Listen in for insights on where growth opportunities lie and how markets reacted to the announcement.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693296_high.mp3?p=rss" length="4578637" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693296_20260707_171145_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693296?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Time to look at South African stocks for growth opportunities</title>
		<link>https://iono.fm/e/1693297</link>
		<guid isPermaLink="true">https://iono.fm/e/1693297</guid>
		<description><![CDATA[Our National Sales Manager Hennie Grové discussed a range of topics with CIO Siboniso Nxumalo, one of them the launch of the Two-Pot System, which is expected to boost the retail sector, but preliminary numbers show that it has not yet had a significant impact. They also talk about our funds performing well in the previous quarter, most in the second quartile, benefitting from South Africa and losing slightly from resources.<br />
<br />
As markets continue to be volatile, diversification remains the best strategy. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 23 Oct 2024 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Time to look at South African stocks for growth opportunities</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693297_20260707_171315_1400.jpeg"/>
		<itunes:duration>18:35</itunes:duration>
		<itunes:summary><![CDATA[Our National Sales Manager Hennie Grové discussed a range of topics with CIO Siboniso Nxumalo, one of them the launch of the Two-Pot System, which is expected to boost the retail sector, but preliminary numbers show that it has not yet had a significant impact. They also talk about our funds performing well in the previous quarter, most in the second quartile, benefitting from South Africa and losing slightly from resources.

As markets continue to be volatile, diversification remains the best strategy. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693297_high.mp3?p=rss" length="17853884" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693297_20260707_171315_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693297?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>🌍 Foreign investors remain cautious towards local markets</title>
		<link>https://iono.fm/e/1693299</link>
		<guid isPermaLink="true">https://iono.fm/e/1693299</guid>
		<description><![CDATA[Portfolio Manager Jason Swartz, in conversation with Refilwe Moloto on Kaya FM, shared insights on the prospects for South African investments.<br />
<br />
📈 He highlighted that, despite recent market fluctuations, local stocks are showing strong performance, driven by positive domestic developments and growing investor confidence. However, he stressed the importance of increasing foreign interest to maintain this positive momentum.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 10 Oct 2024 09:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🌍 Foreign investors remain cautious towards local markets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693299_20260707_171356_1400.jpeg"/>
		<itunes:duration>10:56</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager Jason Swartz, in conversation with Refilwe Moloto on Kaya FM, shared insights on the prospects for South African investments.

📈 He highlighted that, despite recent market fluctuations, local stocks are showing strong performance, driven by positive domestic developments and growing investor confidence. However, he stressed the importance of increasing foreign interest to maintain this positive momentum.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693299_high.mp3?p=rss" length="10510308" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693299_20260707_171356_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693299?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>🌍 How are we shaping a more sustainable future through responsible investment?</title>
		<link>https://iono.fm/e/1693300</link>
		<guid isPermaLink="true">https://iono.fm/e/1693300</guid>
		<description><![CDATA[🎧 Listen in as Robert Lewenson, our Head of Responsible Investment, shares the key highlights of our 2024 Responsible Investment Report. This report showcases our unwavering commitment to sustainability and driving positive change within the industry. <br />
<br />
This year’s edition offers fresh insights into how we are integrating sustainability into our investment processes and decision-making frameworks. 🎯<br />
<br />
🔗 Dive into the full report here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 26 Sep 2024 09:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>🌍 How are we shaping a more sustainable future through responsible investment?</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693300_20260707_171556_1400.jpeg"/>
		<itunes:duration>3:20</itunes:duration>
		<itunes:summary><![CDATA[🎧 Listen in as Robert Lewenson, our Head of Responsible Investment, shares the key highlights of our 2024 Responsible Investment Report. This report showcases our unwavering commitment to sustainability and driving positive change within the industry. 

This year’s edition offers fresh insights into how we are integrating sustainability into our investment processes and decision-making frameworks. 🎯

🔗 Dive into the full report here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693300_high.mp3?p=rss" length="3216969" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693300_20260707_171556_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693300?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | South Africa's market strength</title>
		<link>https://iono.fm/e/1693302</link>
		<guid isPermaLink="true">https://iono.fm/e/1693302</guid>
		<description><![CDATA[In this episode of The Money Show, Portfolio Manager Peter Brooke talks about the surprising strength of the rand and JSE, driven by key economic indicators and market sentiment. He highlights the positive outlook for South Africa’s platinum miners and explains how a government of national unity is boosting market confidence. Plus, a look ahead at potential trends over the next 12-18 months. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 26 Sep 2024 09:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | South Africa's market strength</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693302_20260707_171708_1400.jpeg"/>
		<itunes:duration>5:53</itunes:duration>
		<itunes:summary><![CDATA[In this episode of The Money Show, Portfolio Manager Peter Brooke talks about the surprising strength of the rand and JSE, driven by key economic indicators and market sentiment. He highlights the positive outlook for South Africa’s platinum miners and explains how a government of national unity is boosting market confidence. Plus, a look ahead at potential trends over the next 12-18 months. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693302_high.mp3?p=rss" length="5663313" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693302_20260707_171708_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693302?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Discover the benefits of Shari'ah investing</title>
		<link>https://iono.fm/e/1693303</link>
		<guid isPermaLink="true">https://iono.fm/e/1693303</guid>
		<description><![CDATA[Curious about Shari'ah-compliant investments and how they work?<br />
<br />
🎙️ In this podcast, Portfolio Manager Maahir Jakoet explains the advantages of investing in Shari'ah funds and how to incorporate them into your portfolio.<br />
<br />
He unpacks how these funds manage to offer attractive and sustainable returns. 🌿📈<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 23 Sep 2024 10:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Discover the benefits of Shari'ah investing</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693303_20260707_171931_1400.jpeg"/>
		<itunes:duration>4:40</itunes:duration>
		<itunes:summary><![CDATA[Curious about Shari'ah-compliant investments and how they work?

🎙️ In this podcast, Portfolio Manager Maahir Jakoet explains the advantages of investing in Shari'ah funds and how to incorporate them into your portfolio.

He unpacks how these funds manage to offer attractive and sustainable returns. 🌿📈

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693303_high.mp3?p=rss" length="4495895" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693303?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Does JSE comeback signal a shift in foreign investor sentiment?</title>
		<link>https://iono.fm/e/1693304</link>
		<guid isPermaLink="true">https://iono.fm/e/1693304</guid>
		<description><![CDATA[The JSE has seen a big rally recently with the local bourse setting new records. What is driving some of these gains — and does this mark a shift in foreign investment sentiment regarding SA prospects?<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 05 Sep 2024 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Does JSE comeback signal a shift in foreign investor sentiment?</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>22:48</itunes:duration>
		<itunes:summary><![CDATA[The JSE has seen a big rally recently with the local bourse setting new records. What is driving some of these gains — and does this mark a shift in foreign investment sentiment regarding SA prospects?

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693304_high.mp3?p=rss" length="21903481" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693304?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | The South African consumer has little spending power; we need rate cuts</title>
		<link>https://iono.fm/e/1693306</link>
		<guid isPermaLink="true">https://iono.fm/e/1693306</guid>
		<description><![CDATA[In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:<br />
<br />
Market volatility driven by macroeconomic data and inflation expectations.Misallocation of capital in write-downs across companies.Cost pressure on South African companies, need rate cuts to boost consumer spending.Emerging market countries, including South Africa, may cut interest rates in advance of US action.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 14 Aug 2024 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | The South African consumer has little spending power; we need rate cuts</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693306_20260707_172120_1400.jpeg"/>
		<itunes:duration>6:31</itunes:duration>
		<itunes:summary><![CDATA[In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:

Market volatility driven by macroeconomic data and inflation expectations.Misallocation of capital in write-downs across companies.Cost pressure on South African companies, need rate cuts to boost consumer spending.Emerging market countries, including South Africa, may cut interest rates in advance of US action.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693306_high.mp3?p=rss" length="6258024" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693306_20260707_172120_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693306?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Market dynamics following the new cabinet announcement</title>
		<link>https://iono.fm/e/1693307</link>
		<guid isPermaLink="true">https://iono.fm/e/1693307</guid>
		<description><![CDATA[On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 05 Aug 2024 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Market dynamics following the new cabinet announcement</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693307_20260707_172333_1400.jpeg"/>
		<itunes:duration>5:05</itunes:duration>
		<itunes:summary><![CDATA[On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693307_high.mp3?p=rss" length="4882085" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693307_20260707_172333_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693307?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | A year marked by significant global elections</title>
		<link>https://iono.fm/e/1693308</link>
		<guid isPermaLink="true">https://iono.fm/e/1693308</guid>
		<description><![CDATA[In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens during times of market panic as investors seek safety in US government debt and assets like treasury bills and gold. Meryl also points out that despite the volatility, South African consumer-facing companies remain attractively priced compared to their global counterparts. This makes them appealing to investors looking for opportunities amidst the market fluctuations.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 05 Aug 2024 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693308_20260707_154249.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | A year marked by significant global elections</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693308_20260707_172448_1400.jpeg"/>
		<itunes:duration>3:46</itunes:duration>
		<itunes:summary><![CDATA[In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens during times of market panic as investors seek safety in US government debt and assets like treasury bills and gold. Meryl also points out that despite the volatility, South African consumer-facing companies remain attractively priced compared to their global counterparts. This makes them appealing to investors looking for opportunities amidst the market fluctuations.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693308_high.mp3?p=rss" length="3618167" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693308_20260707_172448_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693308?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Time for South Africa's new government to roll up their sleeves</title>
		<link>https://iono.fm/e/1693309</link>
		<guid isPermaLink="true">https://iono.fm/e/1693309</guid>
		<description><![CDATA[With the election behind us, the outlook for local equities is looking better. Portfolio Manager Jason Swartz shares views and expectations of the new Government of National Unity and possible policy shifts. The prospects of a reform-minded government, less load-shedding and reduced borrowing costs should all be constructive for an improvement in local economic growth.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 25 Jul 2024 09:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Time for South Africa's new government to roll up their sleeves</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693309_20260707_172548_1400.jpeg"/>
		<itunes:duration>6:58</itunes:duration>
		<itunes:summary><![CDATA[With the election behind us, the outlook for local equities is looking better. Portfolio Manager Jason Swartz shares views and expectations of the new Government of National Unity and possible policy shifts. The prospects of a reform-minded government, less load-shedding and reduced borrowing costs should all be constructive for an improvement in local economic growth.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693309_high.mp3?p=rss" length="6689782" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693309_20260707_172548_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693309?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Market dynamics following the new cabinet announcement</title>
		<link>https://iono.fm/e/1693311</link>
		<guid isPermaLink="true">https://iono.fm/e/1693311</guid>
		<description><![CDATA[On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 02 Jul 2024 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Market dynamics following the new cabinet announcement</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693311_20260707_172634_1400.jpeg"/>
		<itunes:duration>5:05</itunes:duration>
		<itunes:summary><![CDATA[On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693311_high.mp3?p=rss" length="4882085" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693311_20260707_172634_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693311?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Is this the new dawn for SA?</title>
		<link>https://iono.fm/e/1693312</link>
		<guid isPermaLink="true">https://iono.fm/e/1693312</guid>
		<description><![CDATA[Portfolio Manager Jason Swartz gives an update on the recent developments in the political space. While markets were experiencing pronounced uncertainty before and during the election, South Africa is no stranger to volatility. Listen to Jason's analysis to understand what this shift means for investors and how it might shape the economic landscape.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 27 Jun 2024 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Is this the new dawn for SA?</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>5:28</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager Jason Swartz gives an update on the recent developments in the political space. While markets were experiencing pronounced uncertainty before and during the election, South Africa is no stranger to volatility. Listen to Jason's analysis to understand what this shift means for investors and how it might shape the economic landscape.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693312_high.mp3?p=rss" length="5256979" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693312?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Navigating Volatile Markets</title>
		<link>https://iono.fm/e/1693313</link>
		<guid isPermaLink="true">https://iono.fm/e/1693313</guid>
		<description><![CDATA[In this interview Arthur Karas discusses the current market volatility and potential impacts of coalition government discussions on the South African economy.<br />
<br />
Key points covered:<br />
<br />
- Financial market uncertainty amidst coalition talks<br />
<br />
- Rand volatility and potential sell-off scenarios<br />
<br />
- Comparisons with historical events and similar emerging markets like Turkey<br />
<br />
- The impact of local political decisions on global macroeconomic trends<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 04 Jun 2024 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Navigating Volatile Markets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693313_20260707_172834_1400.jpeg"/>
		<itunes:duration>4:02</itunes:duration>
		<itunes:summary><![CDATA[In this interview Arthur Karas discusses the current market volatility and potential impacts of coalition government discussions on the South African economy.

Key points covered:

- Financial market uncertainty amidst coalition talks

- Rand volatility and potential sell-off scenarios

- Comparisons with historical events and similar emerging markets like Turkey

- The impact of local political decisions on global macroeconomic trends

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693313_high.mp3?p=rss" length="3873940" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693313_20260707_172834_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693313?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Money Show | Big changes at Pick n Pay and market reactions</title>
		<link>https://iono.fm/e/1693315</link>
		<guid isPermaLink="true">https://iono.fm/e/1693315</guid>
		<description><![CDATA[On the latest Money Show Peter Brooke discusses the significant changes happening at Pick n Pay. The market is responding positively, with the share price up 6.6% today and 25% for the week, despite the company reporting a substantial loss.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 31 May 2024 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Money Show | Big changes at Pick n Pay and market reactions</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693315_20260707_173015_1400.jpeg"/>
		<itunes:duration>4:06</itunes:duration>
		<itunes:summary><![CDATA[On the latest Money Show Peter Brooke discusses the significant changes happening at Pick n Pay. The market is responding positively, with the share price up 6.6% today and 25% for the week, despite the company reporting a substantial loss.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693315_high.mp3?p=rss" length="3937903" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693315_20260707_173015_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693315?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Markets in better territory</title>
		<link>https://iono.fm/e/1693316</link>
		<guid isPermaLink="true">https://iono.fm/e/1693316</guid>
		<description><![CDATA[In this market wrap-up, Meryl Pick offers valuable insights into market movements. Despite some fluctuations, mining shares rebounded, driving the All Share Index up by 348 points. Meryl delves into the dynamics behind these movements, highlighting the influence of recent corporate actions like Anglo American's potential deal and global economic factors.<br />
<br />
Amidst uncertainties surrounding the upcoming elections and interest rates, Meryl discusses strategies for navigating market noise and ensuring solid investments. Diversification remains key, with a focus on identifying undervalued opportunities within South African financials and gold shares. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 08 May 2024 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Markets in better territory</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693316_20260707_173242_1400.jpeg"/>
		<itunes:duration>8:16</itunes:duration>
		<itunes:summary><![CDATA[In this market wrap-up, Meryl Pick offers valuable insights into market movements. Despite some fluctuations, mining shares rebounded, driving the All Share Index up by 348 points. Meryl delves into the dynamics behind these movements, highlighting the influence of recent corporate actions like Anglo American's potential deal and global economic factors.

Amidst uncertainties surrounding the upcoming elections and interest rates, Meryl discusses strategies for navigating market noise and ensuring solid investments. Diversification remains key, with a focus on identifying undervalued opportunities within South African financials and gold shares. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693316_high.mp3?p=rss" length="7949124" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693316_20260707_173242_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693316?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Stock market driving our economy</title>
		<link>https://iono.fm/e/1693317</link>
		<guid isPermaLink="true">https://iono.fm/e/1693317</guid>
		<description><![CDATA[In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astute observations on the forces driving market movements. <br />
<br />
Discover how companies like Raubex and Astral Foods are navigating challenging landscapes and find out why resilience remains a hallmark of South African businesses. With Peter's seasoned perspective, you'll gain valuable insights into market trends and potential investment opportunities. Don't miss out on this enlightening discussion!<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 03 May 2024 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Stock market driving our economy</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693317_20260707_173338_1400.jpeg"/>
		<itunes:duration>8:17</itunes:duration>
		<itunes:summary><![CDATA[In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astute observations on the forces driving market movements. 

Discover how companies like Raubex and Astral Foods are navigating challenging landscapes and find out why resilience remains a hallmark of South African businesses. With Peter's seasoned perspective, you'll gain valuable insights into market trends and potential investment opportunities. Don't miss out on this enlightening discussion!

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693317_high.mp3?p=rss" length="7957490" type="audio/mpeg" />
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	</item>
	<item>
		<title>Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024?</title>
		<link>https://iono.fm/e/1693319</link>
		<guid isPermaLink="true">https://iono.fm/e/1693319</guid>
		<description><![CDATA[In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 08 Apr 2024 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024?</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>8:49</itunes:duration>
		<itunes:summary><![CDATA[In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693319_high.mp3?p=rss" length="8470723" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693319?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 12 | Final note</title>
		<link>https://iono.fm/e/1693320</link>
		<guid isPermaLink="true">https://iono.fm/e/1693320</guid>
		<description><![CDATA[Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 19 Mar 2024 06:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 12 | Final note</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>3:14</itunes:duration>
		<itunes:summary><![CDATA[Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693320_high.mp3?p=rss" length="3120349" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693320?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 10 - Peter Brooke</title>
		<link>https://iono.fm/e/1693321</link>
		<guid isPermaLink="true">https://iono.fm/e/1693321</guid>
		<description><![CDATA[In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. Foreign investors are eyeing unique growth opportunities in smaller companies. Brooke emphasises the importance of understanding these dynamics to make informed investment decisions.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 12 Mar 2024 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 10 - Peter Brooke</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>3:22</itunes:duration>
		<itunes:summary><![CDATA[In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. Foreign investors are eyeing unique growth opportunities in smaller companies. Brooke emphasises the importance of understanding these dynamics to make informed investment decisions.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693321_high.mp3?p=rss" length="3246576" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693321?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds</title>
		<link>https://iono.fm/e/1693322</link>
		<guid isPermaLink="true">https://iono.fm/e/1693322</guid>
		<description><![CDATA[Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables, highlights preferred tech companies like Alphabet and Meta, and outlines the importance of Shari’ah-compliant portfolios for ethical investing and diversified outcomes. Don't miss out on these key insights - catch the full interview to gain a deeper understanding of investment opportunities in today's market. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 05 Mar 2024 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693322_20260707_173610_1400.jpeg"/>
		<itunes:duration>8:00</itunes:duration>
		<itunes:summary><![CDATA[Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables, highlights preferred tech companies like Alphabet and Meta, and outlines the importance of Shari’ah-compliant portfolios for ethical investing and diversified outcomes. Don't miss out on these key insights - catch the full interview to gain a deeper understanding of investment opportunities in today's market. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693322_high.mp3?p=rss" length="7684923" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693322_20260707_173610_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693322?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Invest with Perspective | A review of 2023, pending recession and the election year</title>
		<link>https://iono.fm/e/1693323</link>
		<guid isPermaLink="true">https://iono.fm/e/1693323</guid>
		<description><![CDATA[In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 04 Mar 2024 10:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Invest with Perspective | A review of 2023, pending recession and the election year</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>17:23</itunes:duration>
		<itunes:summary><![CDATA[In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693323_high.mp3?p=rss" length="16703654" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693323?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Assessing current fiscal and political risks to SA markets</title>
		<link>https://iono.fm/e/1693325</link>
		<guid isPermaLink="true">https://iono.fm/e/1693325</guid>
		<description><![CDATA[Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 28 Feb 2024 12:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Assessing current fiscal and political risks to SA markets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>17:15</itunes:duration>
		<itunes:summary><![CDATA[Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693325_high.mp3?p=rss" length="16570763" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693325?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Exploring Sector Challenges and Opportunities</title>
		<link>https://iono.fm/e/1693326</link>
		<guid isPermaLink="true">https://iono.fm/e/1693326</guid>
		<description><![CDATA[In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst transitions and growing debt. Explore the performance of AECI, Altron, and others in the face of market challenges. Discover why Brooke suggests lower rates are crucial to alleviate financial pressures.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 28 Feb 2024 00:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Exploring Sector Challenges and Opportunities</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>6:12</itunes:duration>
		<itunes:summary><![CDATA[In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst transitions and growing debt. Explore the performance of AECI, Altron, and others in the face of market challenges. Discover why Brooke suggests lower rates are crucial to alleviate financial pressures.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693326_high.mp3?p=rss" length="5954559" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693326?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 9 | South Africa results season analysis</title>
		<link>https://iono.fm/e/1693327</link>
		<guid isPermaLink="true">https://iono.fm/e/1693327</guid>
		<description><![CDATA[Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 28 Feb 2024 00:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 9 | South Africa results season analysis</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>5:22</itunes:duration>
		<itunes:summary><![CDATA[Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693327_high.mp3?p=rss" length="5167148" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693327?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective | Navigating China's Equity Market</title>
		<link>https://iono.fm/e/1693328</link>
		<guid isPermaLink="true">https://iono.fm/e/1693328</guid>
		<description><![CDATA[Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with expert analysis from Peter Brooke.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 21 Feb 2024 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective | Navigating China's Equity Market</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693328_20260707_173905_1400.jpeg"/>
		<itunes:duration>3:26</itunes:duration>
		<itunes:summary><![CDATA[Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with expert analysis from Peter Brooke.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693328_high.mp3?p=rss" length="3299286" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693328_20260707_173905_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693328?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Challenges and opportunities in various sectors</title>
		<link>https://iono.fm/e/1693330</link>
		<guid isPermaLink="true">https://iono.fm/e/1693330</guid>
		<description><![CDATA[Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opportunities shaping today's investment landscape. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 20 Feb 2024 13:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Challenges and opportunities in various sectors</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693330_20260707_174016_1400.jpeg"/>
		<itunes:duration>8:53</itunes:duration>
		<itunes:summary><![CDATA[Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opportunities shaping today's investment landscape. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693330_high.mp3?p=rss" length="8540975" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693330_20260707_174016_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693330?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 6 | Navigating a complex global economic landscape</title>
		<link>https://iono.fm/e/1693331</link>
		<guid isPermaLink="true">https://iono.fm/e/1693331</guid>
		<description><![CDATA[In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 06 Feb 2024 17:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693331_20260707_154510.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 6 | Navigating a complex global economic landscape</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693331_20260707_174314_1400.jpeg"/>
		<itunes:duration>3:18</itunes:duration>
		<itunes:summary><![CDATA[In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693331_high.mp3?p=rss" length="3182688" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693331_20260707_174314_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693331?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Opportunities amid turbulence</title>
		<link>https://iono.fm/e/1693333</link>
		<guid isPermaLink="true">https://iono.fm/e/1693333</guid>
		<description><![CDATA[In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opportunity" – a sentiment echoed in today's investment landscape.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 06 Feb 2024 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693333_20260707_154543.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Opportunities amid turbulence</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693333_20260707_174423_1400.jpeg"/>
		<itunes:duration>6:39</itunes:duration>
		<itunes:summary><![CDATA[In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opportunity" – a sentiment echoed in today's investment landscape.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693333?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Radio Al Ansaar interview on the International Day of Education</title>
		<link>https://iono.fm/e/1693334</link>
		<guid isPermaLink="true">https://iono.fm/e/1693334</guid>
		<description><![CDATA[This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discussion with Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, on the importance of education and how Old Mutual contributes to making saving and investing easier. He also explains how financial literacy and education contribute to South Africa’s economic environment.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 02 Feb 2024 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Radio Al Ansaar interview on the International Day of Education</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>9:01</itunes:duration>
		<itunes:summary><![CDATA[This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discussion with Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, on the importance of education and how Old Mutual contributes to making saving and investing easier. He also explains how financial literacy and education contribute to South Africa’s economic environment.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693334_high.mp3?p=rss" length="8672549" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693334?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The prospects for listed property in 2024</title>
		<link>https://iono.fm/e/1693335</link>
		<guid isPermaLink="true">https://iono.fm/e/1693335</guid>
		<description><![CDATA[OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 02 Feb 2024 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693335_20260707_154611.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693335/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:08.000" title="Introduction: how do you discern when is the right time and what sort of listed property you need to look into?" />
			 
				<psc:chapter start="00:01:20.000" title="What happened towards the end of the year that led to the better setup or the better sentiment, and what do you think that will do for 2024?" />
			 
				<psc:chapter start="00:02:45.000" title="Will factors like interest rates, vacancy rates and low economic growth continue to impact the property space? And how do you navigate that as an investor?" />
			 
				<psc:chapter start="00:04:39.000" title="Evan Robins shares his thoughts and expectations around what we can see from the SARB" />
			 
				<psc:chapter start="00:06:18.000" title="Where will companies leverage off the property market going forward? Will there be growth from new areas?" />
			 
				<psc:chapter start="00:07:57.000" title="Evan Robins shares what he sees as a red flag in the property space" />
			 
				<psc:chapter start="00:09:59.000" title="Closing" />
						</psc:chapters>
				<itunes:title>The prospects for listed property in 2024</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>10:51</itunes:duration>
		<itunes:summary><![CDATA[OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693335_high.mp3?p=rss" length="10433555" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693335?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Investment Alchemy series: Listed property on the up</title>
		<link>https://iono.fm/e/1693337</link>
		<guid isPermaLink="true">https://iono.fm/e/1693337</guid>
		<description><![CDATA[In the second podcast in the Investment Alchemy series with Moneyweb, OMIG listed property portfolio manager Evan Robins shares his views on why domestic listed property, compared to other asset classes, might not be as bad as previously thought.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 02 Feb 2024 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Investment Alchemy series: Listed property on the up</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>9:40</itunes:duration>
		<itunes:summary><![CDATA[In the second podcast in the Investment Alchemy series with Moneyweb, OMIG listed property portfolio manager Evan Robins shares his views on why domestic listed property, compared to other asset classes, might not be as bad as previously thought.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693337_high.mp3?p=rss" length="9285712" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693337?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective | Commodities: a twisting tale</title>
		<link>https://iono.fm/e/1693338</link>
		<guid isPermaLink="true">https://iono.fm/e/1693338</guid>
		<description><![CDATA[In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 30 Jan 2024 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective | Commodities: a twisting tale</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693338_20260707_174620_1400.jpeg"/>
		<itunes:duration>3:05</itunes:duration>
		<itunes:summary><![CDATA[In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693338_high.mp3?p=rss" length="2968255" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693338_20260707_174620_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693338?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience</title>
		<link>https://iono.fm/e/1693339</link>
		<guid isPermaLink="true">https://iono.fm/e/1693339</guid>
		<description><![CDATA[In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global environment. In examining the retail sector's ability to weather economic challenges, in a fragile economic environment, she emphasised the significance of timing and scale in potential interest rate cuts by the SARB.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 30 Jan 2024 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693339_20260707_154611.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693339/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:01.000" title="Meryl Pick discusses the response to the Evergrande liquidation news" />
			 
				<psc:chapter start="00:01:26.000" title="The performance of local property shares in South Africa" />
			 
				<psc:chapter start="00:02:27.000" title="The resilience of the retail trading sector in South Africa" />
						</psc:chapters>
				<itunes:title>The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693339_20260707_174916_1400.jpeg"/>
		<itunes:duration>6:28</itunes:duration>
		<itunes:summary><![CDATA[In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global environment. In examining the retail sector's ability to weather economic challenges, in a fragile economic environment, she emphasised the significance of timing and scale in potential interest rate cuts by the SARB.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693339_high.mp3?p=rss" length="6210684" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693339_20260707_174916_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693339?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Patience in seeking profit growth</title>
		<link>https://iono.fm/e/1693341</link>
		<guid isPermaLink="true">https://iono.fm/e/1693341</guid>
		<description><![CDATA[On the recent The Money Show, Arthur Karas delved into the intricate dynamics of the JSE and the current economic landscape. Arthur shared insights on the challenges and opportunities we face between the inevitable decline in interest rates and the anticipation of a revitalised China. Touching on the resilience of companies amid economic uncertainties, he discussed the importance of patience and the quest for strong profit growth in today's challenging environment. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 24 Jan 2024 21:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Patience in seeking profit growth</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693341_20260707_175130_1400.jpeg"/>
		<itunes:duration>2:42</itunes:duration>
		<itunes:summary><![CDATA[On the recent The Money Show, Arthur Karas delved into the intricate dynamics of the JSE and the current economic landscape. Arthur shared insights on the challenges and opportunities we face between the inevitable decline in interest rates and the anticipation of a revitalised China. Touching on the resilience of companies amid economic uncertainties, he discussed the importance of patience and the quest for strong profit growth in today's challenging environment. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693341_high.mp3?p=rss" length="2594155" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693341_20260707_175130_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693341?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective | Malaria vaccine: positive ripple effect on long-term growth potential in Africa</title>
		<link>https://iono.fm/e/1693343</link>
		<guid isPermaLink="true">https://iono.fm/e/1693343</guid>
		<description><![CDATA[In this podcast Peter Brooke discusses a transformative development—Cameroon's launch of the first-ever mass malaria vaccination programme. He sheds light on the journey from the vaccine's inception to its recent deployment, emphasising its potential impact on both human health and the economic landscape. Peter's analysis, inspired by Jared Diamond's "Guns, Germs, and Steel," highlights the positive ripple effect on long-term growth potential in Africa.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 23 Jan 2024 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective | Malaria vaccine: positive ripple effect on long-term growth potential in Africa</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693343_20260707_175311_1400.jpeg"/>
		<itunes:duration>3:09</itunes:duration>
		<itunes:summary><![CDATA[In this podcast Peter Brooke discusses a transformative development—Cameroon's launch of the first-ever mass malaria vaccination programme. He sheds light on the journey from the vaccine's inception to its recent deployment, emphasising its potential impact on both human health and the economic landscape. Peter's analysis, inspired by Jared Diamond's "Guns, Germs, and Steel," highlights the positive ripple effect on long-term growth potential in Africa.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693343_high.mp3?p=rss" length="3028492" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693343_20260707_175311_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693343?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 1 | Investor’s Resolutions for the year ahead</title>
		<link>https://iono.fm/e/1693344</link>
		<guid isPermaLink="true">https://iono.fm/e/1693344</guid>
		<description><![CDATA[Over time, the impact of high liquidity and trend-following funds has resulted in markets being fast-paced but often going nowhere. A stock can crash during a particular quarter and recover at the same percentage the very next quarter. For this reason, investors need to be patient, ignore the noise, and think long-term. <br />
<br />
In this first podcast for 2024, Peter Brooke discusses the importance of looking beyond short-term issues, touching on interest rates, economic growth, and election views.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 16 Jan 2024 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 1 | Investor’s Resolutions for the year ahead</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693344_20260707_175504_1400.jpeg"/>
		<itunes:duration>3:32</itunes:duration>
		<itunes:summary><![CDATA[Over time, the impact of high liquidity and trend-following funds has resulted in markets being fast-paced but often going nowhere. A stock can crash during a particular quarter and recover at the same percentage the very next quarter. For this reason, investors need to be patient, ignore the noise, and think long-term. 

In this first podcast for 2024, Peter Brooke discusses the importance of looking beyond short-term issues, touching on interest rates, economic growth, and election views.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693344_high.mp3?p=rss" length="3399603" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693344_20260707_175504_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693344?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Perspectives on global and SA market dynamics</title>
		<link>https://iono.fm/e/1693346</link>
		<guid isPermaLink="true">https://iono.fm/e/1693346</guid>
		<description><![CDATA[In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven," and the potential risks and rewards of investing in both regions.<br />
<br />
The perspective on South Africa's market, including its global contributors and the opportunities presented by undervalued stocks, challenges conventional wisdom, making this a must-listen for investors looking for a unique insight.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 16 Jan 2024 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693346_20260707_154703.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Perspectives on global and SA market dynamics</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693346_20260707_175614_1400.jpeg"/>
		<itunes:duration>7:15</itunes:duration>
		<itunes:summary><![CDATA[In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven," and the potential risks and rewards of investing in both regions.

The perspective on South Africa's market, including its global contributors and the opportunities presented by undervalued stocks, challenges conventional wisdom, making this a must-listen for investors looking for a unique insight.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693346_high.mp3?p=rss" length="6968610" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693346_20260707_175614_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693346?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | A bit of a soggy start to 2024</title>
		<link>https://iono.fm/e/1693347</link>
		<guid isPermaLink="true">https://iono.fm/e/1693347</guid>
		<description><![CDATA[It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourth quarter, things have somewhat shifted as there is less “good news” going around. And with 2024 being a heavy election year, politics are expected to dominate the markets and with that comes uncertainty. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 15 Jan 2024 17:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | A bit of a soggy start to 2024</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693347_20260707_175809_1400.jpeg"/>
		<itunes:duration>11:29</itunes:duration>
		<itunes:summary><![CDATA[It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourth quarter, things have somewhat shifted as there is less “good news” going around. And with 2024 being a heavy election year, politics are expected to dominate the markets and with that comes uncertainty. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693347?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Market shifts during the last few days of 2023</title>
		<link>https://iono.fm/e/1693349</link>
		<guid isPermaLink="true">https://iono.fm/e/1693349</guid>
		<description><![CDATA[Peter Brooke, on this week’s The Money Show, delves into the recent shifts in market dynamics. He discusses the nuanced changes in the US Fed's stance, the SARB’s outlook on interest rates, and the intriguing landscape of the gaming industry. Peter also offers a keen perspective on market trends and the resilience of certain sectors.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 20 Dec 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693349_20260707_154744.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Market shifts during the last few days of 2023</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693349_20260707_175920_1400.jpeg"/>
		<itunes:duration>12:28</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke, on this week’s The Money Show, delves into the recent shifts in market dynamics. He discusses the nuanced changes in the US Fed's stance, the SARB’s outlook on interest rates, and the intriguing landscape of the gaming industry. Peter also offers a keen perspective on market trends and the resilience of certain sectors.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693349_high.mp3?p=rss" length="11974090" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693349_20260707_175920_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693349?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 50 | Insights from HSBC South African Macro Conference and prospects for 2024 elections</title>
		<link>https://iono.fm/e/1693350</link>
		<guid isPermaLink="true">https://iono.fm/e/1693350</guid>
		<description><![CDATA[In his final podcast for 2023, Peter Brook shares insights from the HSBC South African Macro Conference. Highlights include government's openness and expertise, Cyril Ramaphosa's positive role in creating pockets of excellence, and surprising developments at Eskom due to the photovoltaic rollout and private sector collaboration. He further discusses the prospect of political choices affecting structural reforms for growth, while raising concerns about declining municipalities and the upcoming 2024 elections.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 13 Dec 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693350_20260707_154653.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 50 | Insights from HSBC South African Macro Conference and prospects for 2024 elections</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693350_20260707_180214_1400.jpeg"/>
		<itunes:duration>4:53</itunes:duration>
		<itunes:summary><![CDATA[In his final podcast for 2023, Peter Brook shares insights from the HSBC South African Macro Conference. Highlights include government's openness and expertise, Cyril Ramaphosa's positive role in creating pockets of excellence, and surprising developments at Eskom due to the photovoltaic rollout and private sector collaboration. He further discusses the prospect of political choices affecting structural reforms for growth, while raising concerns about declining municipalities and the upcoming 2024 elections.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693350_high.mp3?p=rss" length="4693229" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693350_20260707_180214_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693350?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Market trends and global dynamics</title>
		<link>https://iono.fm/e/1693351</link>
		<guid isPermaLink="true">https://iono.fm/e/1693351</guid>
		<description><![CDATA[Arthur Karas, on 702’s The Money Show this week, delves into the twists and turns in today's financial landscape. From the JSE's surprising rebound to the impact of global inflation on market trends, this interview is a must-listen for anyone navigating the financial terrain.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 12 Dec 2023 17:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693351_20260707_154713.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Market trends and global dynamics</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693351_20260707_180320_1400.jpeg"/>
		<itunes:duration>3:40</itunes:duration>
		<itunes:summary><![CDATA[Arthur Karas, on 702’s The Money Show this week, delves into the twists and turns in today's financial landscape. From the JSE's surprising rebound to the impact of global inflation on market trends, this interview is a must-listen for anyone navigating the financial terrain.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693351_high.mp3?p=rss" length="3534145" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693351_20260707_180320_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693351?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Investment Alchemy series: Quant investing during uncertain times</title>
		<link>https://iono.fm/e/1693353</link>
		<guid isPermaLink="true">https://iono.fm/e/1693353</guid>
		<description><![CDATA[In the first of our Investment Alchemy podcast series with Moneyweb, our Head of Global Urvesh Desai talks to Simon Brown about the ongoing uncertainty around geopolitics and interest rates heading into 2024 and the edge that quantitative brings during uncertain market environments, as evidenced by the performance of the Old Mutual Global Managed Alpha Fund.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 07 Dec 2023 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Investment Alchemy series: Quant investing during uncertain times</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_1400.jpeg"/>
		<itunes:duration>15:18</itunes:duration>
		<itunes:summary><![CDATA[In the first of our Investment Alchemy podcast series with Moneyweb, our Head of Global Urvesh Desai talks to Simon Brown about the ongoing uncertainty around geopolitics and interest rates heading into 2024 and the edge that quantitative brings during uncertain market environments, as evidenced by the performance of the Old Mutual Global Managed Alpha Fund.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693353_high.mp3?p=rss" length="14689519" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_10072_20260707_152940_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693353?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 49 | Navigating South Africa's economic landscape from boardrooms to balance sheets</title>
		<link>https://iono.fm/e/1693354</link>
		<guid isPermaLink="true">https://iono.fm/e/1693354</guid>
		<description><![CDATA[In this week’s podcast, Peter Brooke provides a unique bottom-up perspective on the challenges facing the South African economy. Drawing from his experience, Peter illustrates the real-world impact of issues like load-shedding, highlighting the ripple effect on costs, supply chain disruptions, and even quality control. <br />
<br />
Tune in for a deeper understanding of the intricacies shaping South Africa's economic landscape.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 06 Dec 2023 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693354_20260707_154723.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 49 | Navigating South Africa's economic landscape from boardrooms to balance sheets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693354_20260707_180610_1400.jpeg"/>
		<itunes:duration>3:28</itunes:duration>
		<itunes:summary><![CDATA[In this week’s podcast, Peter Brooke provides a unique bottom-up perspective on the challenges facing the South African economy. Drawing from his experience, Peter illustrates the real-world impact of issues like load-shedding, highlighting the ripple effect on costs, supply chain disruptions, and even quality control. 

Tune in for a deeper understanding of the intricacies shaping South Africa's economic landscape.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693354_high.mp3?p=rss" length="3333190" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693354_20260707_180610_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693354?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | From Aspen's expansion to Capitec's independent insurance venture</title>
		<link>https://iono.fm/e/1693355</link>
		<guid isPermaLink="true">https://iono.fm/e/1693355</guid>
		<description><![CDATA[Siboniso Nxumalo, CIO at Old Mutual Investment Group, shared his optimistic outlook on South Africa's economy during an interview with Motheo on Radio 702's The Money Show. In this discussion, Siboniso also provided a comprehensive overview of the market dynamics, shedding light on the performance of various sectors, including resources, industrials, and financials. He also delved into notable market events, such as Aspen's strategic move into Asia and Capitec's independent foray into the insurance business. an. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 05 Dec 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693355_20260707_154754.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | From Aspen's expansion to Capitec's independent insurance venture</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693355_20260707_180719_1400.jpeg"/>
		<itunes:duration>7:07</itunes:duration>
		<itunes:summary><![CDATA[Siboniso Nxumalo, CIO at Old Mutual Investment Group, shared his optimistic outlook on South Africa's economy during an interview with Motheo on Radio 702's The Money Show. In this discussion, Siboniso also provided a comprehensive overview of the market dynamics, shedding light on the performance of various sectors, including resources, industrials, and financials. He also delved into notable market events, such as Aspen's strategic move into Asia and Capitec's independent foray into the insurance business. an. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693355_high.mp3?p=rss" length="6834891" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693355_20260707_180719_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693355?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | South African small caps show opportunities</title>
		<link>https://iono.fm/e/1693357</link>
		<guid isPermaLink="true">https://iono.fm/e/1693357</guid>
		<description><![CDATA[Peter Brooke had an insightful conversation on the latest market trends with Bruce Whitfield on The Money Show yesterday. While Standard Bank holds strong, the real excitement lies in small caps. Companies like Oceana, Invicta and Zeda are making waves. Peter highlighted the potential in undervalued South African small caps with offshore assets. Despite economic challenges, these companies are showing resilience and offer exciting opportunities. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 28 Nov 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693357_20260707_154743.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | South African small caps show opportunities</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693357_20260707_180800_1400.jpeg"/>
		<itunes:duration>4:22</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke had an insightful conversation on the latest market trends with Bruce Whitfield on The Money Show yesterday. While Standard Bank holds strong, the real excitement lies in small caps. Companies like Oceana, Invicta and Zeda are making waves. Peter highlighted the potential in undervalued South African small caps with offshore assets. Despite economic challenges, these companies are showing resilience and offer exciting opportunities. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693357_high.mp3?p=rss" length="4207570" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693357_20260707_180800_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693357?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 47 | Navigating South Africa's economic challenges</title>
		<link>https://iono.fm/e/1693358</link>
		<guid isPermaLink="true">https://iono.fm/e/1693358</guid>
		<description><![CDATA[In today’s podcast, Peter Brooke delves into the intricacies of the South African economy, exploring the impending elections and the possible coalition governments. He also looks at the report by economist Ricardo Hausmann, shedding light on the 15-year growth slowdown and the urgent need for state capability. Despite economic woes, Peter identifies positive shifts and discusses opportunities in green energy and spatial development. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 21 Nov 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693358_20260707_154743.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 47 | Navigating South Africa's economic challenges</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693358_20260707_181024_1400.jpeg"/>
		<itunes:duration>3:50</itunes:duration>
		<itunes:summary><![CDATA[In today’s podcast, Peter Brooke delves into the intricacies of the South African economy, exploring the impending elections and the possible coalition governments. He also looks at the report by economist Ricardo Hausmann, shedding light on the 15-year growth slowdown and the urgent need for state capability. Despite economic woes, Peter identifies positive shifts and discusses opportunities in green energy and spatial development. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693358_high.mp3?p=rss" length="3695918" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693358_20260707_181024_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693358?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | A rollercoaster day in the markets</title>
		<link>https://iono.fm/e/1693360</link>
		<guid isPermaLink="true">https://iono.fm/e/1693360</guid>
		<description><![CDATA[On this week’s The Money Show on Radio 702, Meryl Pick discussed Netcare’s resilience, Omnia’s cyclical challenges and Astral Foods’ battles against industry-specific calamities. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 21 Nov 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693360_20260707_154824.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | A rollercoaster day in the markets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693360_20260707_181135_1400.jpeg"/>
		<itunes:duration>8:15</itunes:duration>
		<itunes:summary><![CDATA[On this week’s The Money Show on Radio 702, Meryl Pick discussed Netcare’s resilience, Omnia’s cyclical challenges and Astral Foods’ battles against industry-specific calamities. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693360_high.mp3?p=rss" length="7927815" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693360?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 46 | Gold proves to be resilient</title>
		<link>https://iono.fm/e/1693361</link>
		<guid isPermaLink="true">https://iono.fm/e/1693361</guid>
		<description><![CDATA[In this macro perspective episode, Peter Brooke discusses the surprising performance of gold this year – proving its resilience. Despite a strong dollar and rising interest rates, physical gold has delivered a 7% return in US dollars and an impressive 18% return for South African investors due to the weak rand. In the short term, gold serves as a protective asset against a slowing world economy and geopolitical risks, which could be good news for South African equities, where gold shares constitute 7.5% of the market.<br />
<br />
For a deeper understanding of the factors influencing gold's performance and its implications for investors, tune in to the full podcast. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 15 Nov 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693361_20260707_154804.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 46 | Gold proves to be resilient</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693361_20260707_181324_1400.jpeg"/>
		<itunes:duration>3:40</itunes:duration>
		<itunes:summary><![CDATA[In this macro perspective episode, Peter Brooke discusses the surprising performance of gold this year – proving its resilience. Despite a strong dollar and rising interest rates, physical gold has delivered a 7% return in US dollars and an impressive 18% return for South African investors due to the weak rand. In the short term, gold serves as a protective asset against a slowing world economy and geopolitical risks, which could be good news for South African equities, where gold shares constitute 7.5% of the market.

For a deeper understanding of the factors influencing gold's performance and its implications for investors, tune in to the full podcast. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693361_high.mp3?p=rss" length="3534145" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693361_20260707_181324_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693361?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Navigating the shifts in telecom, mining and food industries</title>
		<link>https://iono.fm/e/1693363</link>
		<guid isPermaLink="true">https://iono.fm/e/1693363</guid>
		<description><![CDATA[Portfolio Manager Arthur Karas discussed the current landscape of the telecom, gold mining, and food industries on 702’s The Money Show this week. Arthur highlighted the shift in user behaviour from less voice to more data, Harmony's strong performance that is sparking interest, and Premier Foods appearing to weather the storm better than Tiger Brands.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 14 Nov 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693363_20260707_154814.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Navigating the shifts in telecom, mining and food industries</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693363_20260707_181429_1400.jpeg"/>
		<itunes:duration>3:55</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager Arthur Karas discussed the current landscape of the telecom, gold mining, and food industries on 702’s The Money Show this week. Arthur highlighted the shift in user behaviour from less voice to more data, Harmony's strong performance that is sparking interest, and Premier Foods appearing to weather the storm better than Tiger Brands.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693363_high.mp3?p=rss" length="3764968" type="audio/mpeg" />
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	</item>
	<item>
		<title>The Money Show | Markets are rebounding</title>
		<link>https://iono.fm/e/1693364</link>
		<guid isPermaLink="true">https://iono.fm/e/1693364</guid>
		<description><![CDATA[Markets have experienced a rebound driven by overselling and underweight positioning, but we shouldn’t be reading too much into it. In his Interview on 702’s The Money Show this week, Portfolio Manager Peter Brooke shared his view on the current market recovery and highlighted the undervaluation of South African assets, indicating the possibility of good real returns from SA bonds, equity, and property.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 07 Nov 2023 16:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693364_20260707_154824.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693364/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:03.000" title="Peter Brooke unpacks what is driving the recovery on the JSE" />
			 
				<psc:chapter start="00:01:05.000" title="Will we see this momentum continue? Peter Brooke shares his thoughts" />
			 
				<psc:chapter start="00:02:36.000" title="Is there more confidence in this market than there was 8-9 months ago? Peter discusses using Redefine as an example" />
			 
				<psc:chapter start="00:04:16.000" title="Discussing the warnings from ratings agency Fitch" />
						</psc:chapters>
				<itunes:title>The Money Show | Markets are rebounding</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693364_20260707_181719_1400.jpeg"/>
		<itunes:duration>5:21</itunes:duration>
		<itunes:summary><![CDATA[Markets have experienced a rebound driven by overselling and underweight positioning, but we shouldn’t be reading too much into it. In his Interview on 702’s The Money Show this week, Portfolio Manager Peter Brooke shared his view on the current market recovery and highlighted the undervaluation of South African assets, indicating the possibility of good real returns from SA bonds, equity, and property.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693364_high.mp3?p=rss" length="5138428" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693364_20260707_181719_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693364?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 44 | Sharp deterioration in fiscal metrics</title>
		<link>https://iono.fm/e/1693365</link>
		<guid isPermaLink="true">https://iono.fm/e/1693365</guid>
		<description><![CDATA[The medium-term budget policy statement (MTBPS) tabled today revealed a sharp deterioration in fiscal metrics, aligning with expectations. Despite negative revisions, the budget is deemed realistic, considering the current circumstances. While reflecting challenging economic realities, the MTBPS outlines a pragmatic approach to financial management, emphasising consolidation, realistic assumptions, and strategic fiscal policies. For more in-depth analysis, tune in to our podcast episode by Peter Brooke discussing the implications of these measures on South Africa's economic landscape.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 01 Nov 2023 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspective 44 | Sharp deterioration in fiscal metrics</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693365_20260707_181830_1400.jpeg"/>
		<itunes:duration>3:19</itunes:duration>
		<itunes:summary><![CDATA[The medium-term budget policy statement (MTBPS) tabled today revealed a sharp deterioration in fiscal metrics, aligning with expectations. Despite negative revisions, the budget is deemed realistic, considering the current circumstances. While reflecting challenging economic realities, the MTBPS outlines a pragmatic approach to financial management, emphasising consolidation, realistic assumptions, and strategic fiscal policies. For more in-depth analysis, tune in to our podcast episode by Peter Brooke discussing the implications of these measures on South Africa's economic landscape.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693365_high.mp3?p=rss" length="3196862" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693365_20260707_181830_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693365?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Current market landscape</title>
		<link>https://iono.fm/e/1693367</link>
		<guid isPermaLink="true">https://iono.fm/e/1693367</guid>
		<description><![CDATA[This week on 702’s The Money Show, Portfolio Manager Meryl Pick discussed critical market insights, exploring the ambitious claims of Noel Quinn, CEO of HSBC, about the China property crisis, and the challenges faced by MTN in Nigeria's volatile market. Additionally, Meryl shared her cautious stance on Pick and Pay, emphasising the complexities of market turnarounds and the need for a watchful eye in this competitive landscape.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 31 Oct 2023 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Current market landscape</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693367_20260707_181939_1400.jpeg"/>
		<itunes:duration>6:50</itunes:duration>
		<itunes:summary><![CDATA[This week on 702’s The Money Show, Portfolio Manager Meryl Pick discussed critical market insights, exploring the ambitious claims of Noel Quinn, CEO of HSBC, about the China property crisis, and the challenges faced by MTN in Nigeria's volatile market. Additionally, Meryl shared her cautious stance on Pick and Pay, emphasising the complexities of market turnarounds and the need for a watchful eye in this competitive landscape.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693367_high.mp3?p=rss" length="6576961" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693367_20260707_181939_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693367?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Key developments in SA market</title>
		<link>https://iono.fm/e/1693368</link>
		<guid isPermaLink="true">https://iono.fm/e/1693368</guid>
		<description><![CDATA[On 702’s The Money Show this week, Portfolio Manager Peter Brooke, discussed several key developments in the South African market, highlighting the dynamic nature of its financial landscape, as well as challenges and opportunities for investors and businesses.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 24 Oct 2023 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Key developments in SA market</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693368_20260707_182209_1400.jpeg"/>
		<itunes:duration>5:16</itunes:duration>
		<itunes:summary><![CDATA[On 702’s The Money Show this week, Portfolio Manager Peter Brooke, discussed several key developments in the South African market, highlighting the dynamic nature of its financial landscape, as well as challenges and opportunities for investors and businesses.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693368_high.mp3?p=rss" length="5073149" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693368_20260707_182209_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693368?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | State of the South African economy</title>
		<link>https://iono.fm/e/1693371</link>
		<guid isPermaLink="true">https://iono.fm/e/1693371</guid>
		<description><![CDATA[This week on 702’s The Money Show, our CIO, Siboniso Nxumalo, discussed the current state of the South African economy, focusing on the declining commodity prices. He highlighted the impact of lower prices of platinum group metals (PGMs) on SA's fiscal revenue, noting declining income tax and royalty contributions. <br />
<br />
Nxumalo's insights shed light on the complexities facing our economy and the need for prudent financial planning.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 17 Oct 2023 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | State of the South African economy</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693371_20260707_182321_1400.jpeg"/>
		<itunes:duration>5:24</itunes:duration>
		<itunes:summary><![CDATA[This week on 702’s The Money Show, our CIO, Siboniso Nxumalo, discussed the current state of the South African economy, focusing on the declining commodity prices. He highlighted the impact of lower prices of platinum group metals (PGMs) on SA's fiscal revenue, noting declining income tax and royalty contributions. 

Nxumalo's insights shed light on the complexities facing our economy and the need for prudent financial planning.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693371_high.mp3?p=rss" length="5190601" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693371_20260707_182321_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693371?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | The impact of current geopolitics on markets</title>
		<link>https://iono.fm/e/1693372</link>
		<guid isPermaLink="true">https://iono.fm/e/1693372</guid>
		<description><![CDATA[Our Head of Equity Research, Meryl Pick, was on 702’s The Money Show sharing insights on what is happening in the Middle East and the financial implications. The immediate impact is seen on oil prices due to geopolitical tension, which could lead to potential inflation. Meryl advises that it is important to evaluate dependencies on affected regions like Israel; assess potential impacts on supply chains, tech startups, and exports. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 10 Oct 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693372_20260707_154904.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | The impact of current geopolitics on markets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693372_20260707_182519_1400.jpeg"/>
		<itunes:duration>5:14</itunes:duration>
		<itunes:summary><![CDATA[Our Head of Equity Research, Meryl Pick, was on 702’s The Money Show sharing insights on what is happening in the Middle East and the financial implications. The immediate impact is seen on oil prices due to geopolitical tension, which could lead to potential inflation. Meryl advises that it is important to evaluate dependencies on affected regions like Israel; assess potential impacts on supply chains, tech startups, and exports. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693372_high.mp3?p=rss" length="5025517" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693372_20260707_182519_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693372?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 41 | Government-business dialogue is key</title>
		<link>https://iono.fm/e/1693374</link>
		<guid isPermaLink="true">https://iono.fm/e/1693374</guid>
		<description><![CDATA[Peter Brooke, along with other industry peers, attended a meeting with Deputy President Paul Mashatile, discussing the state of South Africa's business landscape. In this podcast Peter highlights the value of government-business dialogues in improving sectors such as energy, transport, and tackling crime.<br />
<br />
Tough times ahead, but dialogue is key.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 10 Oct 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693374_20260707_154904.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693374/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:52.000" title="The good news from the meeting with Paul Mashatile, Deputy President of SA" />
			 
				<psc:chapter start="00:02:24.000" title="The bad news from the meeting around the crime news flow" />
			 
				<psc:chapter start="00:03:42.000" title="Peter shares his biggest concern with the meeting" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 41 | Government-business dialogue is key</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693374_20260707_182618_1400.jpeg"/>
		<itunes:duration>4:29</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke, along with other industry peers, attended a meeting with Deputy President Paul Mashatile, discussing the state of South Africa's business landscape. In this podcast Peter highlights the value of government-business dialogues in improving sectors such as energy, transport, and tackling crime.

Tough times ahead, but dialogue is key.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693374_high.mp3?p=rss" length="4308120" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693374_20260707_182618_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693374?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Navigating Retail Challenges</title>
		<link>https://iono.fm/e/1693375</link>
		<guid isPermaLink="true">https://iono.fm/e/1693375</guid>
		<description><![CDATA[In a recent interview on The Money Show Peter Brooke delves into Pick n Pay's challenging situation, marked by a significant share price drop and the appointment of Sean Summers as Chief Executive after 17 years. Brooke emphasises the importance of long-term strategic decisions in the retail sector, cautioning against hasty turnarounds and highlighting the need for evidence-backed changes. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 03 Oct 2023 17:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693375_20260707_154924.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693375/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:16.000" title="Bruce Whitfield and Peter Brooke unpack the big news out of Pick n Pay" />
			 
				<psc:chapter start="00:01:13.000" title="Is it worth putting money on Pick n Pay?" />
			 
				<psc:chapter start="00:02:28.000" title="The challenges facing Pick n Pay with a turnaround" />
			 
				<psc:chapter start="00:04:10.000" title="Closing comments from Bruce Whitfield" />
						</psc:chapters>
				<itunes:title>The Money Show | Navigating Retail Challenges</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693375_20260707_182813_1400.jpeg"/>
		<itunes:duration>6:11</itunes:duration>
		<itunes:summary><![CDATA[In a recent interview on The Money Show Peter Brooke delves into Pick n Pay's challenging situation, marked by a significant share price drop and the appointment of Sean Summers as Chief Executive after 17 years. Brooke emphasises the importance of long-term strategic decisions in the retail sector, cautioning against hasty turnarounds and highlighting the need for evidence-backed changes. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspective 39 | Current macroeconomic and market conditions</title>
		<link>https://iono.fm/e/1693377</link>
		<guid isPermaLink="true">https://iono.fm/e/1693377</guid>
		<description><![CDATA[In this podcast, Peter Brooke, discusses the current macroeconomic and market conditions, highlighting the challenges posed by rising interest rates, high oil prices, and weaker economic data, particularly in the Eurozone.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 26 Sep 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693377_20260707_154904.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693377/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Peter gives an update on what is happening in macro and markets in the last month" />
			 
				<psc:chapter start="00:00:52.000" title="The breaking news story this month – the oil price" />
			 
				<psc:chapter start="00:01:26.000" title="Other news flow from around the world, including disappointment from China" />
			 
				<psc:chapter start="00:02:50.000" title="Closing summary" />
						</psc:chapters>
				<itunes:title>Macro Perspective 39 | Current macroeconomic and market conditions</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693377_20260707_182926_1400.jpeg"/>
		<itunes:duration>3:44</itunes:duration>
		<itunes:summary><![CDATA[In this podcast, Peter Brooke, discusses the current macroeconomic and market conditions, highlighting the challenges posed by rising interest rates, high oil prices, and weaker economic data, particularly in the Eurozone.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693377_high.mp3?p=rss" length="3589285" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693377_20260707_182926_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693377?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Reflecting on markets</title>
		<link>https://iono.fm/e/1693378</link>
		<guid isPermaLink="true">https://iono.fm/e/1693378</guid>
		<description><![CDATA[What made top of the news yesterday was the Bob van Dijk stepping down as CEO of Naspers and Mondi finally selling off the last of its Russian operations. Our CIO, Siboniso Nxumalo, was on 702's Money Show sharing his views on these and other market-related topics.  <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 19 Sep 2023 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show | Reflecting on markets</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693378_20260707_183128_1400.jpeg"/>
		<itunes:duration>6:57</itunes:duration>
		<itunes:summary><![CDATA[What made top of the news yesterday was the Bob van Dijk stepping down as CEO of Naspers and Mondi finally selling off the last of its Russian operations. Our CIO, Siboniso Nxumalo, was on 702's Money Show sharing his views on these and other market-related topics.  

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693378?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 38 | Investing in uranium</title>
		<link>https://iono.fm/e/1693380</link>
		<guid isPermaLink="true">https://iono.fm/e/1693380</guid>
		<description><![CDATA[There are several positive themes driving investment in the uranium industry, the most important being the green energy transition followed by multipolarity. Peter Brooke delves into the compelling case for uranium investment. He talks about the outlook and supply issues concerning this commodity.  <br />
<br />
Listen to the full podcast for more on the future of the uranium market. <br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 19 Sep 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693380_20260707_154924.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693380/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:10.000" title="The positive themes driving investment in uranium: the green energy transition" />
			 
				<psc:chapter start="00:01:00.000" title="The positive themes driving investment in uranium: multipolarity" />
			 
				<psc:chapter start="00:02:07.000" title="The supply of uranium and the long-term outlook" />
						</psc:chapters>
				<itunes:title>Macro Perspective 38 | Investing in uranium</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693380_20260707_183212_1400.jpeg"/>
		<itunes:duration>2:57</itunes:duration>
		<itunes:summary><![CDATA[There are several positive themes driving investment in the uranium industry, the most important being the green energy transition followed by multipolarity. Peter Brooke delves into the compelling case for uranium investment. He talks about the outlook and supply issues concerning this commodity.  

Listen to the full podcast for more on the future of the uranium market. 

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>The Money Show | Views on Market Performance and Key Financial Results</title>
		<link>https://iono.fm/e/1693381</link>
		<guid isPermaLink="true">https://iono.fm/e/1693381</guid>
		<description><![CDATA[This week on 702’s The Money Show, Arthur Karas talked about mining stocks, currency trends, the performance of specific companies, and provided insights into the current economic landscape. Markets have experienced a 1% decline for the month, while mining stocks saw some rebound due to several factors. Prosus and Naspers showed positive performance in the market, suggesting that improvements in China's economic activity could benefit these companies. Weakness in emerging market currencies is attributed to the expectation of higher US interest rates, making holding dollars more attractive to investors. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 12 Sep 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693381_20260707_154945.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693381/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:21.000" title="Arthur Karas reflects on markets being down for the month, with a bounce in mining stocks" />
			 
				<psc:chapter start="00:01:59.000" title="Why have we seen a better currency today?" />
			 
				<psc:chapter start="00:03:03.000" title="Discussing results from Bell Equipment" />
			 
				<psc:chapter start="00:03:48.000" title="Discussing results from Sun International" />
						</psc:chapters>
				<itunes:title>The Money Show | Views on Market Performance and Key Financial Results</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693381_20260707_183428_1400.jpeg"/>
		<itunes:duration>5:53</itunes:duration>
		<itunes:summary><![CDATA[This week on 702’s The Money Show, Arthur Karas talked about mining stocks, currency trends, the performance of specific companies, and provided insights into the current economic landscape. Markets have experienced a 1% decline for the month, while mining stocks saw some rebound due to several factors. Prosus and Naspers showed positive performance in the market, suggesting that improvements in China's economic activity could benefit these companies. Weakness in emerging market currencies is attributed to the expectation of higher US interest rates, making holding dollars more attractive to investors. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693381?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 37 | South Africa's changing investment landscape</title>
		<link>https://iono.fm/e/1693383</link>
		<guid isPermaLink="true">https://iono.fm/e/1693383</guid>
		<description><![CDATA[In this podcast, Peter Brooke discusses the quarterly unit trust statistics for Q2 2023 in South Africa and reflects on the changes in the country's savings industry over the years. Looking back 20 years ago, he notes that the industry has grown significantly, with total assets now reaching R3.4 trillion, primarily driven by compounding returns. Despite the industry's growth, the number of unit trust accounts has only increased from two million to three million over two decades, suggesting limited broadening of financial access in a population of nearly 60 million people.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 12 Sep 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693383_20260707_154934.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693383/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Using quarterly Unit Trust statistics as an indicator of how SA’s savings industry is developing" />
			 
				<psc:chapter start="00:00:55.000" title="The changes between now and 20 years ago" />
			 
				<psc:chapter start="00:01:59.000" title="The big change of the makeup of where people save" />
			 
				<psc:chapter start="00:02:32.000" title="How asset allocation funds have become a big winner" />
						</psc:chapters>
				<itunes:title>Macro Perspective 37 | South Africa's changing investment landscape</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693383_20260707_183730_1400.jpeg"/>
		<itunes:duration>4:07</itunes:duration>
		<itunes:summary><![CDATA[In this podcast, Peter Brooke discusses the quarterly unit trust statistics for Q2 2023 in South Africa and reflects on the changes in the country's savings industry over the years. Looking back 20 years ago, he notes that the industry has grown significantly, with total assets now reaching R3.4 trillion, primarily driven by compounding returns. Despite the industry's growth, the number of unit trust accounts has only increased from two million to three million over two decades, suggesting limited broadening of financial access in a population of nearly 60 million people.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693383?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>JSE's Labour Day rally and South African market insights</title>
		<link>https://iono.fm/e/1693385</link>
		<guid isPermaLink="true">https://iono.fm/e/1693385</guid>
		<description><![CDATA[On 702 Money Show this week Peter Brooke discussed the influence of ongoing stimulus measures in China, the ripple effect on mining sectors, and the South African market's unique challenges, including the impact of load-shedding on food manufacturing companies. Additionally, Peter touched on the South African rand's fluctuation and its connection to local economic factors, such as debt, profit, and global commodity prices. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Wed, 06 Sep 2023 10:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693385_20260707_154935.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693385/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:03.000" title="Unpacking positive territory on the JSE today" />
			 
				<psc:chapter start="00:01:24.000" title="Results from AVI and RCL Foods, and pressures in the current operating environment" />
			 
				<psc:chapter start="00:02:44.000" title="The Rand reaching the R19 point again, and the South African specific issues coming through" />
						</psc:chapters>
				<itunes:title>JSE's Labour Day rally and South African market insights</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693385_20260707_183843_1400.jpeg"/>
		<itunes:duration>4:52</itunes:duration>
		<itunes:summary><![CDATA[On 702 Money Show this week Peter Brooke discussed the influence of ongoing stimulus measures in China, the ripple effect on mining sectors, and the South African market's unique challenges, including the impact of load-shedding on food manufacturing companies. Additionally, Peter touched on the South African rand's fluctuation and its connection to local economic factors, such as debt, profit, and global commodity prices. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693385?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>The Money Show | Recent Market Trends</title>
		<link>https://iono.fm/e/1693386</link>
		<guid isPermaLink="true">https://iono.fm/e/1693386</guid>
		<description><![CDATA[Siboniso Nxumalo was on the 702 Money Show discussing the resources’ recent bounce back, after being under immense pressure this year, especially when looking at the platinum group metals. He also shared his views on the Italtile results, which came out weak. They reported a profit decline of 15%.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 29 Aug 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693386_20260707_154935.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693386/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Why are resources shares rallying on the JSE today? " />
			 
				<psc:chapter start="00:00:27.000" title="Siboniso Nxumalo unpacks the rally in resources shares and the demand from China" />
			 
				<psc:chapter start="00:01:17.000" title="The three problems impacting China&#039;s economy" />
			 
				<psc:chapter start="00:02:02.000" title="What China&#039;s government is doing to stimulate their economy" />
			 
				<psc:chapter start="00:02:37.000" title="Discussing results from Italtile and their similar commentary to ADvTECH" />
						</psc:chapters>
				<itunes:title>The Money Show | Recent Market Trends</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693386_20260707_184056_1400.jpeg"/>
		<itunes:duration>4:29</itunes:duration>
		<itunes:summary><![CDATA[Siboniso Nxumalo was on the 702 Money Show discussing the resources’ recent bounce back, after being under immense pressure this year, especially when looking at the platinum group metals. He also shared his views on the Italtile results, which came out weak. They reported a profit decline of 15%.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspective 35 | News flow adding weight to our investment themes</title>
		<link>https://iono.fm/e/1693388</link>
		<guid isPermaLink="true">https://iono.fm/e/1693388</guid>
		<description><![CDATA[In this week’s podcast, Peter Brooke talks about the recent news flow that is adding weight to many of our investment themes. First is South Africa’s inflation, which came out better than the consensus at 4.7%, adding to the view that rate cuts could be the next big theme to unfold. He also touches on the recent BRICS summit, which took place in Johannesburg and closes off with the growing impact of politics on markets.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 29 Aug 2023 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693388_20260707_154955.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693388/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:15.000" title="News adding weight to our investment themes: CPI and core inflation down in July in SA" />
			 
				<psc:chapter start="00:00:41.000" title="The investment theme of multipolarity with a successful BRICS summit in Joburg" />
			 
				<psc:chapter start="00:01:16.000" title="The growing impact of politics in markets as shown in China, Thailand and Italiy" />
			 
				<psc:chapter start="00:03:34.000" title="Closing remarks: main risk to our portfolios and what we are seeing in August" />
						</psc:chapters>
				<itunes:title>Macro Perspective 35 | News flow adding weight to our investment themes</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693388_20260707_184143_1400.jpeg"/>
		<itunes:duration>4:08</itunes:duration>
		<itunes:summary><![CDATA[In this week’s podcast, Peter Brooke talks about the recent news flow that is adding weight to many of our investment themes. First is South Africa’s inflation, which came out better than the consensus at 4.7%, adding to the view that rate cuts could be the next big theme to unfold. He also touches on the recent BRICS summit, which took place in Johannesburg and closes off with the growing impact of politics on markets.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>Macro Perspective 34 | Understanding China's economic situation and differences from Japan's example</title>
		<link>https://iono.fm/e/1693389</link>
		<guid isPermaLink="true">https://iono.fm/e/1693389</guid>
		<description><![CDATA[Peter Brooke discusses the economic situation in China and addresses the comparison between China's current state and Japan's past economic challenges in the 1990s. While some aspects of the "China is Japan" narrative hold true, there are significant differences and opportunities in China's situation. An International Monetary Fund (IMF) paper published this month, attempts to unpack the assets China holds to offset its huge debt burden of nearly 300% of GDP. They estimate that China has the most assets in the world, with an estimated US$12.5 trillion worth of assets. As a result, China has nearly 30% of government financial assets around the world.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Thu, 24 Aug 2023 07:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693389_20260707_155005.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693389/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:11.000" title="Peter Brooke unpacks the popular narrative that China is a modern day equivalent of Japan in the 1990s, and how some of this is true" />
			 
				<psc:chapter start="00:01:20.000" title="How the narrative is wrong when it comes to debt" />
			 
				<psc:chapter start="00:02:13.000" title="Putting the numbers in context with government financial assets, and how understanding this makes the Chinese government policy more sensible" />
			 
				<psc:chapter start="00:04:30.000" title="The difference between China and Japan with the price of financial assets" />
						</psc:chapters>
				<itunes:title>Macro Perspective 34 | Understanding China's economic situation and differences from Japan's example</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693389_20260707_184413_1400.jpeg"/>
		<itunes:duration>5:13</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke discusses the economic situation in China and addresses the comparison between China's current state and Japan's past economic challenges in the 1990s. While some aspects of the "China is Japan" narrative hold true, there are significant differences and opportunities in China's situation. An International Monetary Fund (IMF) paper published this month, attempts to unpack the assets China holds to offset its huge debt burden of nearly 300% of GDP. They estimate that China has the most assets in the world, with an estimated US$12.5 trillion worth of assets. As a result, China has nearly 30% of government financial assets around the world.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>The Money Show Interview | Market Insights</title>
		<link>https://iono.fm/e/1693391</link>
		<guid isPermaLink="true">https://iono.fm/e/1693391</guid>
		<description><![CDATA[Meryl Pick delves into the recent market dynamics, including the recovery bounce on the JSE after a series of challenging days and the complex interplay of global commodities. With a focus on China's growth trajectory, Meryl offers insights into the challenges faced by regulators and the potential impact on the economy. From the intricacies of consumer-led growth to the implications for global markets, we explore the multifaceted landscape of investments. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 22 Aug 2023 16:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693391_20260707_155024.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693391/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:03.000" title="The recovery bounce in markets, but commodities are still under pressure" />
			 
				<psc:chapter start="00:01:02.000" title="Meryl Pick unpacks China in the headlines" />
			 
				<psc:chapter start="00:03:53.000" title="Discussing results from Tungela" />
			 
				<psc:chapter start="00:07:04.000" title="Discussing results from Curro" />
						</psc:chapters>
				<itunes:title>The Money Show Interview | Market Insights</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693391_20260707_184648_1400.jpeg"/>
		<itunes:duration>7:48</itunes:duration>
		<itunes:summary><![CDATA[Meryl Pick delves into the recent market dynamics, including the recovery bounce on the JSE after a series of challenging days and the complex interplay of global commodities. With a focus on China's growth trajectory, Meryl offers insights into the challenges faced by regulators and the potential impact on the economy. From the intricacies of consumer-led growth to the implications for global markets, we explore the multifaceted landscape of investments. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>The Money Show | Many businesses face challenges in the current economic climate</title>
		<link>https://iono.fm/e/1693393</link>
		<guid isPermaLink="true">https://iono.fm/e/1693393</guid>
		<description><![CDATA[Siboniso Nxumalo, provides valuable insights into Sasol's situation given its underwhelming performance. The discussion delves into whether Sasol's struggles are indicative of broader trends within the market, highlighting the challenges many businesses face in the current economic climate. The conversation expands to compare the performance of South African companies with their counterparts in other African nations. A deeper analysis reveals variations in growth, economic conditions, and the challenges faced by businesses operating in different regions of the continent.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 15 Aug 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693393_20260707_155045.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693393/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Is Sasol’s underperformance due to disruptions at state-owned enterprises or more?" />
			 
				<psc:chapter start="00:01:12.000" title="Siboniso Nxumalo breaks down the key drivers behind Sasol’s underperformance" />
			 
				<psc:chapter start="00:03:28.000" title="Is it about a lack of production or does Sasol have a point in pointing the finger at state-owned enterprises?" />
			 
				<psc:chapter start="00:03:52.000" title="Unpacking the positive and negative indicators in Absa’s results" />
			 
				<psc:chapter start="00:06:46.000" title="Discussing the big declines across the platinum belt and an update from Northern Platinum" />
						</psc:chapters>
				<itunes:title>The Money Show | Many businesses face challenges in the current economic climate</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693393_20260707_184743_1400.jpeg"/>
		<itunes:duration>9:06</itunes:duration>
		<itunes:summary><![CDATA[Siboniso Nxumalo, provides valuable insights into Sasol's situation given its underwhelming performance. The discussion delves into whether Sasol's struggles are indicative of broader trends within the market, highlighting the challenges many businesses face in the current economic climate. The conversation expands to compare the performance of South African companies with their counterparts in other African nations. A deeper analysis reveals variations in growth, economic conditions, and the challenges faced by businesses operating in different regions of the continent.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693393_20260707_184743_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693393?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 33 | Unlocking investment insights: uncover the real power of valuations</title>
		<link>https://iono.fm/e/1693394</link>
		<guid isPermaLink="true">https://iono.fm/e/1693394</guid>
		<description><![CDATA[In this episode, Peter Brooke digs deeper into how valuations impact future returns. Valuations might seem like mere blips on the radar in the short term, but their effect increases over time. Looking at the economy, profits and the ongoing load-shedding challenge, things do not look good in the short-term. But the big de-rating in SA assets is creating a rosier outlook in the long term.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 15 Aug 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693394_20260707_155023.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693394/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:27.000" title="Peter Brooke unpacks an analysis on how valuations impact future returns" />
			 
				<psc:chapter start="00:02:34.000" title="The big change in South African assets" />
			 
				<psc:chapter start="00:03:05.000" title="Similar patterns we are seeing in other countries" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 33 | Unlocking investment insights: uncover the real power of valuations</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693394_20260707_185010_1400.jpeg"/>
		<itunes:duration>4:09</itunes:duration>
		<itunes:summary><![CDATA[In this episode, Peter Brooke digs deeper into how valuations impact future returns. Valuations might seem like mere blips on the radar in the short term, but their effect increases over time. Looking at the economy, profits and the ongoing load-shedding challenge, things do not look good in the short-term. But the big de-rating in SA assets is creating a rosier outlook in the long term.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>The Money Show interview | There is a potential for a resources super-cycle</title>
		<link>https://iono.fm/e/1693396</link>
		<guid isPermaLink="true">https://iono.fm/e/1693396</guid>
		<description><![CDATA[While the short term points to a soggy patch in terms of global resource demand, Peter Brooke is bullish on mineral demand around the world in the long term. In three to five years, there is the potential for a resources super-cycle driven by de-carbonisation and higher inflation. The mining sector will certainly benefit from this shift, but South Africa is unlikely to.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Fri, 11 Aug 2023 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693396_20260707_155113.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693396/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:02.000" title="Discussing the big drop off in South Africa’s mining output" />
			 
				<psc:chapter start="00:02:27.000" title="Longer term, Peter Brooke is bullish on mineral demand around the world" />
			 
				<psc:chapter start="00:04:09.000" title="Discussing the results from Impala" />
			 
				<psc:chapter start="00:06:00.000" title="Discussing the results from Spur" />
			 
				<psc:chapter start="00:08:08.000" title="The jump in STADIO’s price" />
						</psc:chapters>
				<itunes:title>The Money Show interview | There is a potential for a resources super-cycle</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693396_20260707_185124_1400.jpeg"/>
		<itunes:duration>9:37</itunes:duration>
		<itunes:summary><![CDATA[While the short term points to a soggy patch in terms of global resource demand, Peter Brooke is bullish on mineral demand around the world in the long term. In three to five years, there is the potential for a resources super-cycle driven by de-carbonisation and higher inflation. The mining sector will certainly benefit from this shift, but South Africa is unlikely to.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>The Money Show interview | A rollercoaster ride with ups and downs</title>
		<link>https://iono.fm/e/1693397</link>
		<guid isPermaLink="true">https://iono.fm/e/1693397</guid>
		<description><![CDATA[Arthur Karas sheds light on the recent market fluctuations and the challenges faced by prominent companies like Telkom and MTN, which are standing in stark contrast with one another. While MTN has found new growth paths but faces challenges from a devalued Naira impacting costs, Telkom seeks to carve its own path amidst a transition from a dying legacy business to a growing segment.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 01 Aug 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693397_20260707_155035.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693397/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:40.000" title="The Rand is up 5% against the dollar, do we have a longer-term view of the currency right now?" />
			 
				<psc:chapter start="00:02:07.000" title="Unpacking the update from MTN" />
			 
				<psc:chapter start="00:03:57.000" title="Unpacking the update from Telkom" />
						</psc:chapters>
				<itunes:title>The Money Show interview | A rollercoaster ride with ups and downs</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693397_20260707_185329_1400.jpeg"/>
		<itunes:duration>4:45</itunes:duration>
		<itunes:summary><![CDATA[Arthur Karas sheds light on the recent market fluctuations and the challenges faced by prominent companies like Telkom and MTN, which are standing in stark contrast with one another. While MTN has found new growth paths but faces challenges from a devalued Naira impacting costs, Telkom seeks to carve its own path amidst a transition from a dying legacy business to a growing segment.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspectives 31 | Navigating the changing tides: A perspective on interest rates</title>
		<link>https://iono.fm/e/1693399</link>
		<guid isPermaLink="true">https://iono.fm/e/1693399</guid>
		<description><![CDATA[Peter Brooke shares insights on the current global interest rate scenario. He notes that we are close to the end of the rate hiking cycle worldwide. As we approach the end of the rate hiking cycle and prepare for potential rate cuts, Peter urges us to navigate this uncertain period wisely. Adapting investment strategies and considering opportunities in different asset classes will be essential for optimising returns.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 01 Aug 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693399_20260707_155034.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693399/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:22.000" title="Peter shares his thoughts on the end of the rate hiking cycle" />
			 
				<psc:chapter start="00:00:57.000" title="Rate cuts will be a new theme looking into 2024" />
			 
				<psc:chapter start="00:01:56.000" title="Looking at John Orford’s real income fund in this environment" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 31 | Navigating the changing tides: A perspective on interest rates</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693399_20260707_185626_1400.jpeg"/>
		<itunes:duration>3:27</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke shares insights on the current global interest rate scenario. He notes that we are close to the end of the rate hiking cycle worldwide. As we approach the end of the rate hiking cycle and prepare for potential rate cuts, Peter urges us to navigate this uncertain period wisely. Adapting investment strategies and considering opportunities in different asset classes will be essential for optimising returns.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693399_high.mp3?p=rss" length="3321739" type="audio/mpeg" />
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	</item>
	<item>
		<title>The Money Show interview | The US bear market is over</title>
		<link>https://iono.fm/e/1693400</link>
		<guid isPermaLink="true">https://iono.fm/e/1693400</guid>
		<description><![CDATA[Despite a steep interest rate cycle in the US, the current rally seems to be defying gravity and monetary policy tightening. The market's response has been counterintuitive. Meryl Pick raises an essential point about this rally, which might be driven by anticipation of an economic recovery and potential rate cuts from the Fed to stimulate growth. However, there's good news for emerging market currencies, including the SA rand. The sentiment suggests that the worst may be over for the US rate hiking cycle, making the dollar less attractive. As a result, currencies like the rand are benefiting and gaining strength.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 25 Jul 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693400_20260707_155055.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>The Money Show interview | The US bear market is over</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693400_20260707_185741_1400.jpeg"/>
		<itunes:duration>6:47</itunes:duration>
		<itunes:summary><![CDATA[Despite a steep interest rate cycle in the US, the current rally seems to be defying gravity and monetary policy tightening. The market's response has been counterintuitive. Meryl Pick raises an essential point about this rally, which might be driven by anticipation of an economic recovery and potential rate cuts from the Fed to stimulate growth. However, there's good news for emerging market currencies, including the SA rand. The sentiment suggests that the worst may be over for the US rate hiking cycle, making the dollar less attractive. As a result, currencies like the rand are benefiting and gaining strength.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>The Money Show interview | Challenging assumptions, considering potentials</title>
		<link>https://iono.fm/e/1693402</link>
		<guid isPermaLink="true">https://iono.fm/e/1693402</guid>
		<description><![CDATA[The market witnessed an interesting twist as China's underperformance took centre stage. Arthur Karas sheds light on the market activity, highlighting two significant factors. Firstly, Chinese numbers showed impressive growth. Conversely, the luxury goods giant, Richemont, delivered underwhelming results, leaving investors questioning whether we are at the peak of the luxury cycle. This thought-provoking discussion prompts us to challenge our assumptions about the rand and consider the potential for a change in trend. While uncertainties persist, the evolving market dynamics warrant a closer examination of investment opportunities. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 18 Jul 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693402_20260707_155144.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693402/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:25.000" title="Unpacking two disappointing sets of results: China and Richemont" />
			 
				<psc:chapter start="00:01:55.000" title="Discussing concerns around the United States" />
			 
				<psc:chapter start="00:03:12.000" title="Discussing the update from Anglo American Platinum" />
			 
				<psc:chapter start="00:04:58.000" title="The outlook for commodities and how this is reflected in the prices" />
			 
				<psc:chapter start="00:05:39.000" title="Encouraging news as foreigners are buying SA shares and bonds" />
			 
				<psc:chapter start="00:06:56.000" title="Discussing an interesting forecast around the US Dollar and Rand from Goldman Sachs" />
						</psc:chapters>
				<itunes:title>The Money Show interview | Challenging assumptions, considering potentials</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693402_20260707_185922_1400.jpeg"/>
		<itunes:duration>10:41</itunes:duration>
		<itunes:summary><![CDATA[The market witnessed an interesting twist as China's underperformance took centre stage. Arthur Karas sheds light on the market activity, highlighting two significant factors. Firstly, Chinese numbers showed impressive growth. Conversely, the luxury goods giant, Richemont, delivered underwhelming results, leaving investors questioning whether we are at the peak of the luxury cycle. This thought-provoking discussion prompts us to challenge our assumptions about the rand and consider the potential for a change in trend. While uncertainties persist, the evolving market dynamics warrant a closer examination of investment opportunities. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspectives 28 | Shedding light on the profound economic and geopolitical threats lurking beneath the surface</title>
		<link>https://iono.fm/e/1693404</link>
		<guid isPermaLink="true">https://iono.fm/e/1693404</guid>
		<description><![CDATA[The latest episode of Macro Perspective with Peter Brooke reveals unsettling conclusions about the escalating tech war and its implications for the global economy and stock markets. From export bans and takeovers to the possibility of Taiwan's involvement, the landscape is laden with risks that could disrupt the world economy. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 11 Jul 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693404_20260707_155105.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693404/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:15.000" title="Peter Brooke unpacks the work they have been doing on semiconductors" />
			 
				<psc:chapter start="00:01:19.000" title="What this research means for the developing tech war" />
			 
				<psc:chapter start="00:03:45.000" title="How Taiwan is the scariest risk in a new multipolar world" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 28 | Shedding light on the profound economic and geopolitical threats lurking beneath the surface</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693404_20260707_190111_1400.jpeg"/>
		<itunes:duration>4:20</itunes:duration>
		<itunes:summary><![CDATA[The latest episode of Macro Perspective with Peter Brooke reveals unsettling conclusions about the escalating tech war and its implications for the global economy and stock markets. From export bans and takeovers to the possibility of Taiwan's involvement, the landscape is laden with risks that could disrupt the world economy. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693404_high.mp3?p=rss" length="4166020" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693404_20260707_190111_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693404?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Weekly Money Show interview | The global world is slowing</title>
		<link>https://iono.fm/e/1693405</link>
		<guid isPermaLink="true">https://iono.fm/e/1693405</guid>
		<description><![CDATA[Siboniso Nxumalo touches on Telkom’s clear and decisive strategy that has seen the underlying fundamental performance of Telkom improving. It recognised that the assets aren't the old telephone lines but infrastructure. He also talks to the global cycle down; what it means for markets and why we’re seeing the slowdown. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 11 Jul 2023 13:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Weekly Money Show interview | The global world is slowing</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693405_20260707_190343_1400.jpeg"/>
		<itunes:duration>8:13</itunes:duration>
		<itunes:summary><![CDATA[Siboniso Nxumalo touches on Telkom’s clear and decisive strategy that has seen the underlying fundamental performance of Telkom improving. It recognised that the assets aren't the old telephone lines but infrastructure. He also talks to the global cycle down; what it means for markets and why we’re seeing the slowdown. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693405?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Weekly Money Show interview | Looking cautiously ahead bonds and cash are potentially good investments</title>
		<link>https://iono.fm/e/1693406</link>
		<guid isPermaLink="true">https://iono.fm/e/1693406</guid>
		<description><![CDATA[Peter Brooke shares a positive outlook for Anglo American, emphasising the favourable terms obtained by Botswana, where the diamonds were recently discovered, enabling them to leverage the resources for the benefit of their people. In SA, looking to the second half of 2023, Peter advises caution and suggests bonds and cash as potentially good investments, anticipating a market downturn. He identifies opportunities in SA companies and the positive long-term prospects for SA, as we make progress in electricity generation and reduce energy intensity, leading to improved GDP growth. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 04 Jul 2023 15:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Weekly Money Show interview | Looking cautiously ahead bonds and cash are potentially good investments</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693406_20260707_190432_1400.jpeg"/>
		<itunes:duration>8:41</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke shares a positive outlook for Anglo American, emphasising the favourable terms obtained by Botswana, where the diamonds were recently discovered, enabling them to leverage the resources for the benefit of their people. In SA, looking to the second half of 2023, Peter advises caution and suggests bonds and cash as potentially good investments, anticipating a market downturn. He identifies opportunities in SA companies and the positive long-term prospects for SA, as we make progress in electricity generation and reduce energy intensity, leading to improved GDP growth. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693406_high.mp3?p=rss" length="8343736" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693406?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Weekly Money Show interview | A challenging week for the JSE</title>
		<link>https://iono.fm/e/1693408</link>
		<guid isPermaLink="true">https://iono.fm/e/1693408</guid>
		<description><![CDATA[Arthur Karas provides insights into the impact of global factors on South Africa's economy. The challenges presented by inflation, interest rates, geopolitical events, and industrial sector performance reflect the complex dynamics that businesses and individuals must navigate. As South Africa continues to face these challenges, it is essential to stay informed and adapt strategies to thrive in this evolving environment. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 27 Jun 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693408_20260707_155125.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693408/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:24.000" title="Arthur Karas shares on what is happening in the markets" />
			 
				<psc:chapter start="00:00:59.000" title="Discussing what happened in Russia" />
			 
				<psc:chapter start="00:02:29.000" title="The trading update from Nedbank and how banks are doing in general" />
			 
				<psc:chapter start="00:04:11.000" title="The trading updates from Invicta and PPC" />
						</psc:chapters>
				<itunes:title>Weekly Money Show interview | A challenging week for the JSE</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693408_20260707_190646_1400.jpeg"/>
		<itunes:duration>5:26</itunes:duration>
		<itunes:summary><![CDATA[Arthur Karas provides insights into the impact of global factors on South Africa's economy. The challenges presented by inflation, interest rates, geopolitical events, and industrial sector performance reflect the complex dynamics that businesses and individuals must navigate. As South Africa continues to face these challenges, it is essential to stay informed and adapt strategies to thrive in this evolving environment. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693408_high.mp3?p=rss" length="5220242" type="audio/mpeg" />
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	</item>
	<item>
		<title>Macro Perspectives 26 | Lessons from the Steinhoff investment debacle</title>
		<link>https://iono.fm/e/1693410</link>
		<guid isPermaLink="true">https://iono.fm/e/1693410</guid>
		<description><![CDATA[An event that marked an end of an era, Peter Brooke highlights the importance of due diligence, critical thinking, and trust in the investment landscape. Catch the six lessons now.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 27 Jun 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693410_20260707_155134.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693410/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:48.000" title="Steinhoff as one of the greatest investment lessons for SA investors in the last 20 years – Lesson One" />
			 
				<psc:chapter start="00:01:20.000" title="Lesson Two – there is opportunity in between the gap assets" />
			 
				<psc:chapter start="00:01:49.000" title="Lesson Three – take good notes" />
			 
				<psc:chapter start="00:02:18.000" title="Lesson Four – trust" />
			 
				<psc:chapter start="00:02:53.000" title="Lesson Five – accounts" />
			 
				<psc:chapter start="00:03:48.000" title="Lesson Six – it’s always easier with hindsight" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 26 | Lessons from the Steinhoff investment debacle</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693410_20260707_190829_1400.jpeg"/>
		<itunes:duration>5:28</itunes:duration>
		<itunes:summary><![CDATA[An event that marked an end of an era, Peter Brooke highlights the importance of due diligence, critical thinking, and trust in the investment landscape. Catch the six lessons now.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>Weekly Money Show interview | Embracing the Global Market Momentum</title>
		<link>https://iono.fm/e/1693411</link>
		<guid isPermaLink="true">https://iono.fm/e/1693411</guid>
		<description><![CDATA[Peter Brooke delves into the exciting state of global markets and the performance of specific companies. We've seen the absence of an anticipated recession, providing a stable foundation, falling inflation rates, better-than-expected results, and a decline in energy prices have contributed to a global upward trend.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 20 Jun 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693411_20260707_155135.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693411/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Peter shares his view of the markets at the moment" />
			 
				<psc:chapter start="00:00:57.000" title="Taking a closer look at South African markets" />
			 
				<psc:chapter start="00:01:41.000" title="Unpacking results from Stor-Age" />
			 
				<psc:chapter start="00:02:58.000" title="Discussing results from Omnia" />
						</psc:chapters>
				<itunes:title>Weekly Money Show interview | Embracing the Global Market Momentum</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693411_20260707_191059_1400.jpeg"/>
		<itunes:duration>4:52</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke delves into the exciting state of global markets and the performance of specific companies. We've seen the absence of an anticipated recession, providing a stable foundation, falling inflation rates, better-than-expected results, and a decline in energy prices have contributed to a global upward trend.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693411?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Weekly Money Show interview | A dynamic landscape of opportunities and strengthening currency</title>
		<link>https://iono.fm/e/1693413</link>
		<guid isPermaLink="true">https://iono.fm/e/1693413</guid>
		<description><![CDATA[Another possible merger &amp; acquisition in Telkom generates interest due to potential growth prospects in business because of fibre infrastructure specifically in under-penetrated areas. And positive sentiment surrounding loadshedding and averted US debt default contributed to the rand's strengthening, along with interest rate differentials favouring the currency. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 13 Jun 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693413_20260707_155205.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693413/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:18.000" title="Meryl Picks breaks down Telkom and the bid moving up the share" />
			 
				<psc:chapter start="00:02:28.000" title="What is strengthening the Rand?" />
			 
				<psc:chapter start="00:04:00.000" title="If the US holds interest rates, what impact would that have on the Rand?" />
						</psc:chapters>
				<itunes:title>Weekly Money Show interview | A dynamic landscape of opportunities and strengthening currency</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693413_20260707_191331_1400.jpeg"/>
		<itunes:duration>5:24</itunes:duration>
		<itunes:summary><![CDATA[Another possible merger & acquisition in Telkom generates interest due to potential growth prospects in business because of fibre infrastructure specifically in under-penetrated areas. And positive sentiment surrounding loadshedding and averted US debt default contributed to the rand's strengthening, along with interest rate differentials favouring the currency. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspectives 24 | Risk: A double-edged sword shaping opportunities and threats</title>
		<link>https://iono.fm/e/1693415</link>
		<guid isPermaLink="true">https://iono.fm/e/1693415</guid>
		<description><![CDATA[South Africa now illustrates the double-sided nature of risk. Sentiment is dire, but assets are cheap, and there's potential for recovery with Chinese growth, private sector electricity delivery, and foreign investor interest. Like China, investing in new economy sectors will be crucial for our development.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 13 Jun 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693415_20260707_155205.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693415/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:14.000" title="The challenge of defining risk and how South Africa is a great example of double-sided risk" />
			 
				<psc:chapter start="00:01:28.000" title="How China also offers a double-sided risk profile" />
			 
				<psc:chapter start="00:02:26.000" title="Peter explains his personal preferred definition of risk and managing a solution" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 24 | Risk: A double-edged sword shaping opportunities and threats</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693415_20260707_191549_1400.jpeg"/>
		<itunes:duration>3:50</itunes:duration>
		<itunes:summary><![CDATA[South Africa now illustrates the double-sided nature of risk. Sentiment is dire, but assets are cheap, and there's potential for recovery with Chinese growth, private sector electricity delivery, and foreign investor interest. Like China, investing in new economy sectors will be crucial for our development.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693415_high.mp3?p=rss" length="3690448" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693415_20260707_191549_750.jpeg"/>
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	</item>
	<item>
		<title>Weekly Money Show interview | Fuel price cut on Wednesday - good news for consumers</title>
		<link>https://iono.fm/e/1693417</link>
		<guid isPermaLink="true">https://iono.fm/e/1693417</guid>
		<description><![CDATA[Arthur Karas discusses the current state of markets and the factors impacting them. He mentions the weak currency, interest rate hikes, and the recognition of bad news across various markets. He also discusses the potential paths for the US economy and China's reopening progress. Additionally, he highlights the oil price, the impact on Sasol, and the potential benefits for the company in the future. Overall, he provides a mix of cautious optimism and acknowledgment of ongoing challenges. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 06 Jun 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693417_20260707_155215.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693417/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:18.000" title="The currency on the path to recovery, and the impact of the path of interest rates" />
			 
				<psc:chapter start="00:01:43.000" title="Discussing results from Oceania, and the importance of pilchards to consumers" />
			 
				<psc:chapter start="00:02:58.000" title="Fuel price cut in store for South Africa, and the two big stories at play here" />
						</psc:chapters>
				<itunes:title>Weekly Money Show interview | Fuel price cut on Wednesday - good news for consumers</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693417_20260707_191710_1400.jpeg"/>
		<itunes:duration>6:00</itunes:duration>
		<itunes:summary><![CDATA[Arthur Karas discusses the current state of markets and the factors impacting them. He mentions the weak currency, interest rate hikes, and the recognition of bad news across various markets. He also discusses the potential paths for the US economy and China's reopening progress. Additionally, he highlights the oil price, the impact on Sasol, and the potential benefits for the company in the future. Overall, he provides a mix of cautious optimism and acknowledgment of ongoing challenges. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693417_high.mp3?p=rss" length="5772400" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693417?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 22 | Global power balance continues to shift</title>
		<link>https://iono.fm/e/1693418</link>
		<guid isPermaLink="true">https://iono.fm/e/1693418</guid>
		<description><![CDATA[Peter Brooke delves into the intricate concept of multipolar global dominance and sheds light on the crucial factors that drive our investment decisions. These insights provide valuable guidance for investors navigating the complexities of the global market.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 30 May 2023 16:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693418_20260707_155215.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693418/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Introducing the theme of a shift from a unipolar US-dominant to a multipolar more diverse world outlook" />
			 
				<psc:chapter start="00:00:25.000" title="Unpacking the theme and looking at economic power" />
			 
				<psc:chapter start="00:01:48.000" title="The variables used in this analysis, and what the picture shows" />
			 
				<psc:chapter start="00:02:27.000" title="Conclusion – how our world is changing" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 22 | Global power balance continues to shift</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693418_20260707_191957_1400.jpeg"/>
		<itunes:duration>4:04</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke delves into the intricate concept of multipolar global dominance and sheds light on the crucial factors that drive our investment decisions. These insights provide valuable guidance for investors navigating the complexities of the global market.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693418_high.mp3?p=rss" length="3917020" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693418?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>JSE is stronger than the domestic economy</title>
		<link>https://iono.fm/e/1693420</link>
		<guid isPermaLink="true">https://iono.fm/e/1693420</guid>
		<description><![CDATA[Today the rand is at the same level it was in 2020, 2008 and 2001, at a time of global crisis. Emerging markets have underperformed materially, including SA, but JSE is performing strongly. Siboniso Nxumalo explains. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 30 May 2023 16:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693420_20260707_155237.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693420/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:41.000" title="Siboniso Nxumalo unpacks the Rand in reference to the dollar, and other issues we have in South Africa" />
			 
				<psc:chapter start="00:01:56.000" title="The performance of the All Share Index on the JSE relative to the MSCI Emerging Markets Index and S&amp;P 500" />
			 
				<psc:chapter start="00:04:05.000" title="Siboniso Nxumalo looks what makes up our market in more detail" />
						</psc:chapters>
				<itunes:title>JSE is stronger than the domestic economy</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693420_20260707_192113_1400.jpeg"/>
		<itunes:duration>5:25</itunes:duration>
		<itunes:summary><![CDATA[Today the rand is at the same level it was in 2020, 2008 and 2001, at a time of global crisis. Emerging markets have underperformed materially, including SA, but JSE is performing strongly. Siboniso Nxumalo explains. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693420_high.mp3?p=rss" length="5213605" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693420_20260707_192113_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693420?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Weekly Money Show interview | Load shedding spend is increasing</title>
		<link>https://iono.fm/e/1693421</link>
		<guid isPermaLink="true">https://iono.fm/e/1693421</guid>
		<description><![CDATA[Meryl Pick reflects on the resilience of South African companies, amid varying challenges, like load shedding and the remnants of a global pandemic. This after Astral reported a sharp decline in earnings.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 23 May 2023 13:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Weekly Money Show interview | Load shedding spend is increasing</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693421_20260707_192314_1400.jpeg"/>
		<itunes:duration>8:57</itunes:duration>
		<itunes:summary><![CDATA[Meryl Pick reflects on the resilience of South African companies, amid varying challenges, like load shedding and the remnants of a global pandemic. This after Astral reported a sharp decline in earnings.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693421_high.mp3?p=rss" length="8600324" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693421_20260707_192314_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693421?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 21 | The rand creates dismay among South Africans</title>
		<link>https://iono.fm/e/1693423</link>
		<guid isPermaLink="true">https://iono.fm/e/1693423</guid>
		<description><![CDATA[In his latest Macro Perspectives, Peter Brooke reflects on the rand, the actions we've taken to maximise investment outcomes based on rand's position and shares our forward-looking perspective, amid several challenges, including a slowing global economy.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 23 May 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693423_20260707_155235.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693423/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:32.000" title="Peter on seeing the Rand as an asset, and going back to theme and price and linking to client outcomes" />
			 
				<psc:chapter start="00:01:41.000" title="What does our process say now that the Rand theme has deteriorated?" />
			 
				<psc:chapter start="00:02:47.000" title="How the Rand, as a free floating currency, acts as a shock absorber" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 21 | The rand creates dismay among South Africans</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693423_20260707_192529_1400.jpeg"/>
		<itunes:duration>4:59</itunes:duration>
		<itunes:summary><![CDATA[In his latest Macro Perspectives, Peter Brooke reflects on the rand, the actions we've taken to maximise investment outcomes based on rand's position and shares our forward-looking perspective, amid several challenges, including a slowing global economy.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693423_high.mp3?p=rss" length="4786340" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693423_20260707_192529_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693423?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Weekly Money Show interview | Value trap risk</title>
		<link>https://iono.fm/e/1693425</link>
		<guid isPermaLink="true">https://iono.fm/e/1693425</guid>
		<description><![CDATA[Peter Brooke shares his views on the SA bond yield and whether we're seeing a value trap in this part of the market. Further highlighted in this conversation, results from Raubex and Vodacom. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 16 May 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693425_20260707_155314.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693425/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:06.000" title="Peter Brooke looks at SA bond yield as a better national confidence indicator than our currency" />
			 
				<psc:chapter start="00:00:48.000" title="Peter Brooke shares his thoughts on the bond market as a value trap at the moment" />
			 
				<psc:chapter start="00:02:03.000" title="How much is enough in terms of that value trap risk?" />
			 
				<psc:chapter start="00:02:56.000" title="Looking at results from Raubex" />
			 
				<psc:chapter start="00:05:06.000" title="Looking at results from Vodacom" />
			 
				<psc:chapter start="00:06:36.000" title="Bruce Whitfield shares his thoughts on Sipho Pityana" />
						</psc:chapters>
				<itunes:title>Weekly Money Show interview | Value trap risk</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693425_20260707_192649_1400.jpeg"/>
		<itunes:duration>8:51</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke shares his views on the SA bond yield and whether we're seeing a value trap in this part of the market. Further highlighted in this conversation, results from Raubex and Vodacom. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693425_high.mp3?p=rss" length="8498046" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693425_20260707_192649_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693425?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>On days like this, we do catch some reprieve</title>
		<link>https://iono.fm/e/1693426</link>
		<guid isPermaLink="true">https://iono.fm/e/1693426</guid>
		<description><![CDATA[ Meryl Pick shares her insights on how the markets behaved yesterday, the pressures in the property sector, such as the impact of diesel costs on retail shares, and the choices retailers need to make between protecting margins versus maintaining market share.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 09 May 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693426_20260707_155313.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693426/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:05.000" title="Bruce and Meryl discuss markets on the day" />
			 
				<psc:chapter start="00:01:27.000" title="Results from Redfine and the stresses at play in the property sector" />
			 
				<psc:chapter start="00:03:23.000" title="The impact of diesel costs on retail shares, and the choices retailers need to make" />
						</psc:chapters>
				<itunes:title>On days like this, we do catch some reprieve</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693426_20260707_192858_1400.jpeg"/>
		<itunes:duration>7:07</itunes:duration>
		<itunes:summary><![CDATA[ Meryl Pick shares her insights on how the markets behaved yesterday, the pressures in the property sector, such as the impact of diesel costs on retail shares, and the choices retailers need to make between protecting margins versus maintaining market share.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693426_high.mp3?p=rss" length="6836067" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693426_20260707_192858_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693426?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 19 | Geopolitics, China, Africa, and electricity</title>
		<link>https://iono.fm/e/1693428</link>
		<guid isPermaLink="true">https://iono.fm/e/1693428</guid>
		<description><![CDATA[in his latest Macro Perspectives Peter Brooke shares his thoughts on a geopolitical talk on the reframing away from a “US versus China” world, the dominance of China in Africa, Africa's growing population, and the ever-present electricity crisis.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 09 May 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693428_20260707_155258.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693428/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:27.000" title="Peter shares his thoughts on a geopolitics talk and the reframing away from a “US versus China” world" />
			 
				<psc:chapter start="00:01:12.000" title="The dominance of China in Africa, and how a growing African population will included the developed world" />
			 
				<psc:chapter start="00:02:36.000" title="Where South Africa fits in, and bracing for a cold, dark winter amidst power problems." />
						</psc:chapters>
				<itunes:title>Macro Perspectives 19 | Geopolitics, China, Africa, and electricity</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693428_20260707_192951_1400.jpeg"/>
		<itunes:duration>3:14</itunes:duration>
		<itunes:summary><![CDATA[in his latest Macro Perspectives Peter Brooke shares his thoughts on a geopolitical talk on the reframing away from a “US versus China” world, the dominance of China in Africa, Africa's growing population, and the ever-present electricity crisis.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693428_high.mp3?p=rss" length="3116671" type="audio/mpeg" />
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	</item>
	<item>
		<title>Macro Perspectives 18 | The US First Republic Bank goes bankrupt</title>
		<link>https://iono.fm/e/1693429</link>
		<guid isPermaLink="true">https://iono.fm/e/1693429</guid>
		<description><![CDATA[In his latest Macro Perspectives, Peter Brooke reflects on the impact of the US First Republic Bank bankruptcy, the six interest rate hikes globally as we ended April, and his concerns around recent data releases.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 02 May 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693429_20260707_155255.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693429/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="First Republic Bank goes bankrupt – how did the market react?" />
			 
				<psc:chapter start="00:01:03.000" title="How First Republic Bank going bankrupt continues to flag the impact of higher rates" />
			 
				<psc:chapter start="00:02:04.000" title="Peter shares his concerns on recent data – brace for more stormy weather" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 18 | The US First Republic Bank goes bankrupt</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693429_20260707_193217_1400.jpeg"/>
		<itunes:duration>2:48</itunes:duration>
		<itunes:summary><![CDATA[In his latest Macro Perspectives, Peter Brooke reflects on the impact of the US First Republic Bank bankruptcy, the six interest rate hikes globally as we ended April, and his concerns around recent data releases.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693429_high.mp3?p=rss" length="2691099" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693429?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Another good performance from gold shares</title>
		<link>https://iono.fm/e/1693431</link>
		<guid isPermaLink="true">https://iono.fm/e/1693431</guid>
		<description><![CDATA[Arthur Karas, reflects on yesterday's top performers, which suggest the kind of environment people are looking for - protection from volatility and access to benefit from opportunities.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 25 Apr 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693431_20260707_155356.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693431/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:36.000" title="Arthur Karas looks at the top performers in the markets" />
			 
				<psc:chapter start="00:01:27.000" title="How luxury goods companies are driving markets and their tremendous pricing power" />
			 
				<psc:chapter start="00:02:22.000" title="The strain on financials and the investment sector" />
			 
				<psc:chapter start="00:03:46.000" title="Is the Rand undervalued?" />
						</psc:chapters>
				<itunes:title>Another good performance from gold shares</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693431_20260707_193329_1400.jpeg"/>
		<itunes:duration>8:42</itunes:duration>
		<itunes:summary><![CDATA[Arthur Karas, reflects on yesterday's top performers, which suggest the kind of environment people are looking for - protection from volatility and access to benefit from opportunities.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693431_high.mp3?p=rss" length="8364966" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693431?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Invest with Perspective Q1 2023</title>
		<link>https://iono.fm/e/1693432</link>
		<guid isPermaLink="true">https://iono.fm/e/1693432</guid>
		<description><![CDATA[In his quarter one 2023 market update, Siboniso Nxumalo, Chief Investment Officer, talks about two themes: a desynchronised world and South African cycle slow, as he puts our fund performance in perspective. At this moment, we're seeing a high risk of a US recession, and China reopening. While remaining optimistic about South Africa, we're seeing a slowdown cycle.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 25 Apr 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693432_20260707_155335.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693432/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Siboniso reflects on his review of 2022 and the themes we built our funds around" />
			 
				<psc:chapter start="00:01:04.000" title="Unpacking the theme of a desynchronized world" />
			 
				<psc:chapter start="00:02:03.000" title="Unpacking the theme of the South African cycle slows" />
			 
				<psc:chapter start="00:02:55.000" title="Looking at the single biggest drag on our funds’ performance in Q1: the underperformance of Transaction Capital" />
			 
				<psc:chapter start="00:05:40.000" title="Siboniso gives his closing statement" />
						</psc:chapters>
				<itunes:title>Invest with Perspective Q1 2023</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693432_20260707_193629_1400.jpeg"/>
		<itunes:duration>6:22</itunes:duration>
		<itunes:summary><![CDATA[In his quarter one 2023 market update, Siboniso Nxumalo, Chief Investment Officer, talks about two themes: a desynchronised world and South African cycle slow, as he puts our fund performance in perspective. At this moment, we're seeing a high risk of a US recession, and China reopening. While remaining optimistic about South Africa, we're seeing a slowdown cycle.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspectives 16 | 35 of 50 companies accounting 31% of global net wealth creation are from the US</title>
		<link>https://iono.fm/e/1693434</link>
		<guid isPermaLink="true">https://iono.fm/e/1693434</guid>
		<description><![CDATA[In this week's Macro Perspective podcast, Peter Brooke highlights key findings from an academic paper on companies producing net wealth from stock markets in the last 30 years, by Hendrik Bessembinder. Peter believes that the winners over the last 30 years won't be the winners in the next 30.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 18 Apr 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693434_20260707_155335.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693434/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Unpacking academic research from Hendrik Bessembinder" />
			 
				<psc:chapter start="00:00:56.000" title="Owning a concentrated portfolio and the critical question for individual stock pickers" />
			 
				<psc:chapter start="00:02:20.000" title="Peter shares the most interesting parts of the data brought into the new paper in terms of top companies" />
			 
				<psc:chapter start="00:03:46.000" title="Looking at the biggest value destroyers over the last 30 years and Peter shares his concluding thoughts on the research" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 16 | 35 of 50 companies accounting 31% of global net wealth creation are from the US</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693434_20260707_193903_1400.jpeg"/>
		<itunes:duration>4:54</itunes:duration>
		<itunes:summary><![CDATA[In this week's Macro Perspective podcast, Peter Brooke highlights key findings from an academic paper on companies producing net wealth from stock markets in the last 30 years, by Hendrik Bessembinder. Peter believes that the winners over the last 30 years won't be the winners in the next 30.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693434_high.mp3?p=rss" length="4714703" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693434_20260707_193903_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693434?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Story of the day: Naspers and Prosus, both close by just about 4%</title>
		<link>https://iono.fm/e/1693436</link>
		<guid isPermaLink="true">https://iono.fm/e/1693436</guid>
		<description><![CDATA[Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group, touches on the story of the day; Naspers and Prosus, both closing by just about 4%, and how a company like Altron is becoming really difficult to run in a country like South Africa. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 18 Apr 2023 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693436_20260707_155345.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693436/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:18.000" title="Naspers and Prosus as the story of the day, and why" />
			 
				<psc:chapter start="00:02:25.000" title="How much of what Naspers and Prosus have bought in the last five years is making a positive contribution to earnings?" />
			 
				<psc:chapter start="00:03:10.000" title="Siboniso Nxumalo unpacks results from Altron and how they tell a story of South Africa" />
						</psc:chapters>
				<itunes:title>Story of the day: Naspers and Prosus, both close by just about 4%</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693436_20260707_194012_1400.jpeg"/>
		<itunes:duration>5:15</itunes:duration>
		<itunes:summary><![CDATA[Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group, touches on the story of the day; Naspers and Prosus, both closing by just about 4%, and how a company like Altron is becoming really difficult to run in a country like South Africa. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693436_20260707_194012_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693436?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 14 | Interest rate hike, good news for bonds</title>
		<link>https://iono.fm/e/1693437</link>
		<guid isPermaLink="true">https://iono.fm/e/1693437</guid>
		<description><![CDATA[Prioritising financial stability beyond growth, the SARB surprised with a 50 basis points rate hike. <br />
<br />
According to Peter Brooke, the catch up is justified given that SA lagged most central banks over the last three years. Currently, the JSE is driven by global shares rather than domestically oriented shares.<br />
<br />
In this environment it is important to stick to your long-term investment plan and maximise tax free savings.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 04 Apr 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693437_20260707_155335.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693437/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:09.000" title="The surprise rate hike of 50 basis points instead of the expected 25 by SARB" />
			 
				<psc:chapter start="00:01:23.000" title="The JSE driven by global shares rather than domestically oriented shares" />
			 
				<psc:chapter start="00:02:17.000" title="Sticking to a long-term savings plan and maximizing tax free savings" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 14 | Interest rate hike, good news for bonds</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693437_20260707_194210_1400.jpeg"/>
		<itunes:duration>3:14</itunes:duration>
		<itunes:summary><![CDATA[Prioritising financial stability beyond growth, the SARB surprised with a 50 basis points rate hike. 

According to Peter Brooke, the catch up is justified given that SA lagged most central banks over the last three years. Currently, the JSE is driven by global shares rather than domestically oriented shares.

In this environment it is important to stick to your long-term investment plan and maximise tax free savings.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693437?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>We see the first signs of the negative newsflows being included in the price</title>
		<link>https://iono.fm/e/1693439</link>
		<guid isPermaLink="true">https://iono.fm/e/1693439</guid>
		<description><![CDATA[Meryl Pick discusses the news around OPEC+ and the impact on oil production and price. Although their trading update was flat, the Pick and Pay share price is up, signaling the first sign that negative newsflows are included in the price. And as a long-term investor one must take cognisance of this. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 04 Apr 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693439_20260707_155346.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693439/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:22.000" title="What drove sections of the market today, and the news out of Opec+" />
			 
				<psc:chapter start="00:02:08.000" title="How the sands are shifting geopolitically, which will play out in the oil price" />
			 
				<psc:chapter start="00:03:25.000" title="The trading update from Pick n Pay" />
						</psc:chapters>
				<itunes:title>We see the first signs of the negative newsflows being included in the price</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693439_20260707_194324_1400.jpeg"/>
		<itunes:duration>4:55</itunes:duration>
		<itunes:summary><![CDATA[Meryl Pick discusses the news around OPEC+ and the impact on oil production and price. Although their trading update was flat, the Pick and Pay share price is up, signaling the first sign that negative newsflows are included in the price. And as a long-term investor one must take cognisance of this. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693439_high.mp3?p=rss" length="4722802" type="audio/mpeg" />
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	</item>
	<item>
		<title>Portfolio Manager Peter Brooke discusses the calming of local and global markets on the Money Show this week</title>
		<link>https://iono.fm/e/1693440</link>
		<guid isPermaLink="true">https://iono.fm/e/1693440</guid>
		<description><![CDATA[Peter Brooke unpacks recent market activity, with both local and global markets looking calmer this week than the turbulent period we saw last week, which was driven by concerns around a global banking crisis.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 28 Mar 2023 10:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693440_20260707_155416.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693440/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:05.000" title="A cooler day on the markets as they return to more normal patterns of lower volumes and less volatility" />
			 
				<psc:chapter start="00:00:50.000" title="Taking a closer look at markets and speculation on the Chinese recovery." />
			 
				<psc:chapter start="00:03:23.000" title="Discussing the profits reported by Thungela" />
			 
				<psc:chapter start="00:04:40.000" title="Peter shares his thoughts that we will face a tougher macro environment, but there are always opportunities outside of just the macro" />
			 
				<psc:chapter start="00:05:22.000" title="Discussing the results from ADvTECH" />
			 
				<psc:chapter start="00:06:15.000" title="The growth we are seeing in other parts of the African continent, Zimbabwe in particular" />
						</psc:chapters>
				<itunes:title>Portfolio Manager Peter Brooke discusses the calming of local and global markets on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693440_20260707_194543_1400.jpeg"/>
		<itunes:duration>6:56</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke unpacks recent market activity, with both local and global markets looking calmer this week than the turbulent period we saw last week, which was driven by concerns around a global banking crisis.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Portfolio Manager Neelash Hansjee dissects the recent collapse of Silicon Valley Bank</title>
		<link>https://iono.fm/e/1693442</link>
		<guid isPermaLink="true">https://iono.fm/e/1693442</guid>
		<description><![CDATA[Neelash Hansjee unpacks the ongoing global banking rout following the implosion of Silicon Valley Bank (SBV) last week, as well as the implications for local banks.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 14 Mar 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693442_20260707_155356.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693442/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="The ripple effect of the banking collapse from Silicon Valley Bank" />
			 
				<psc:chapter start="00:00:47.000" title="The positive coming out of this collapse, where people are stepping up to support banks and consumers" />
			 
				<psc:chapter start="00:01:28.000" title="Did the collapse impact South African banks?" />
						</psc:chapters>
				<itunes:title>Portfolio Manager Neelash Hansjee dissects the recent collapse of Silicon Valley Bank</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693442_20260707_194702_1400.jpeg"/>
		<itunes:duration>2:35</itunes:duration>
		<itunes:summary><![CDATA[Neelash Hansjee unpacks the ongoing global banking rout following the implosion of Silicon Valley Bank (SBV) last week, as well as the implications for local banks.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693442_high.mp3?p=rss" length="2484173" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693442_20260707_194702_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693442?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 11 | History not repeating itself with SVB collapse</title>
		<link>https://iono.fm/e/1693443</link>
		<guid isPermaLink="true">https://iono.fm/e/1693443</guid>
		<description><![CDATA[Portfolio Manager Peter Brooke explains why he doesn’t believe that history will be repeated following  the failure of Silicon Valley Bank, and that concerns over another global financial crisis are unjustified.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 14 Mar 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693443_20260707_155406.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693443/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="The failure of Silicon Valley Bank and the impact on markets and bank shares" />
			 
				<psc:chapter start="00:00:43.000" title="Looking at the facts behind the collapse of SVB" />
			 
				<psc:chapter start="00:01:51.000" title="The danger of bank runs – what is the difference this time?" />
			 
				<psc:chapter start="00:02:24.000" title="The concern around the impact of tighter liquidity" />
			 
				<psc:chapter start="00:03:20.000" title="Peter details an interesting aspect of the SVB bankruptcy" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 11 | History not repeating itself with SVB collapse</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693443_20260707_194904_1400.jpeg"/>
		<itunes:duration>4:00</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager Peter Brooke explains why he doesn’t believe that history will be repeated following  the failure of Silicon Valley Bank, and that concerns over another global financial crisis are unjustified.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Macro Perspectives 10 | Analysing 15 years of global events through the lens of the Financial Times</title>
		<link>https://iono.fm/e/1693445</link>
		<guid isPermaLink="true">https://iono.fm/e/1693445</guid>
		<description><![CDATA[In his latest Macro Perspectives podcast, Peter Brooke discusses the contents of recently published book ‘The Powerful and the Damned’ by ex-Financial Times editor Lionel Barber, which highlights how little we can see into the future.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 07 Mar 2023 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693445_20260707_155416.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693445/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:32.000" title="The strongest lesson from “The Powerful and the Damned” on how little we can see the future" />
			 
				<psc:chapter start="00:01:50.000" title="The interesting trends that came through Lionel Barber’s book" />
			 
				<psc:chapter start="00:02:36.000" title="How well the Eurozone comes out of the book" />
			 
				<psc:chapter start="00:03:29.000" title="The book’s mentions of South Africa" />
			 
				<psc:chapter start="00:04:08.000" title="The greatest lesson? Markets have continued to deliver returns" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 10 | Analysing 15 years of global events through the lens of the Financial Times</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693445_20260707_195132_1400.jpeg"/>
		<itunes:duration>4:42</itunes:duration>
		<itunes:summary><![CDATA[In his latest Macro Perspectives podcast, Peter Brooke discusses the contents of recently published book ‘The Powerful and the Damned’ by ex-Financial Times editor Lionel Barber, which highlights how little we can see into the future.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693445_high.mp3?p=rss" length="4516908" type="audio/mpeg" />
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693445?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Portfolio Manager Neelash Hansjee talks latest market results on The Money Show this week</title>
		<link>https://iono.fm/e/1693447</link>
		<guid isPermaLink="true">https://iono.fm/e/1693447</guid>
		<description><![CDATA[Neelash Hansjee discusses this week’s stellar results from Bidvest that surprised the market, as well as performance from RCL – including its plans to offload its poultry and logistics businesses – and AVI.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 07 Mar 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693447_20260707_155436.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693447/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Discussing the results from Bidvest" />
			 
				<psc:chapter start="00:02:21.000" title="Discussing the results from RCL" />
			 
				<psc:chapter start="00:03:35.000" title="Discussing the results from AVI" />
						</psc:chapters>
				<itunes:title>Portfolio Manager Neelash Hansjee talks latest market results on The Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693447_20260707_195240_1400.jpeg"/>
		<itunes:duration>5:23</itunes:duration>
		<itunes:summary><![CDATA[Neelash Hansjee discusses this week’s stellar results from Bidvest that surprised the market, as well as performance from RCL – including its plans to offload its poultry and logistics businesses – and AVI.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693447_high.mp3?p=rss" length="5170688" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693447_20260707_195240_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693447?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 9 | Unpacking the good, the bad and the ugly from last week’s eventful macroeconomic news</title>
		<link>https://iono.fm/e/1693448</link>
		<guid isPermaLink="true">https://iono.fm/e/1693448</guid>
		<description><![CDATA[In his latest Macro Perspectives, Peter Brooke dissects the eventful news week last week, following a market-friendly Budget, SA’s greylisting and the revelations by Andre de Ruyter of entrenched corruption syndicates operating within Eskom.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 28 Feb 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693448_20260707_155436.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693448/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="The Good, the Bad, and the Ugly: Budget 2023, greylisting, and Eskom" />
			 
				<psc:chapter start="00:00:16.000" title="Starting with the good: Budget 2023" />
			 
				<psc:chapter start="00:00:59.000" title="The bad: Greylisting" />
			 
				<psc:chapter start="00:01:44.000" title="The ugly: Eskom" />
			 
				<psc:chapter start="00:02:30.000" title="The critical problem of transmission and why the budget was so important" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 9 | Unpacking the good, the bad and the ugly from last week’s eventful macroeconomic news</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693448_20260707_195438_1400.jpeg"/>
		<itunes:duration>3:33</itunes:duration>
		<itunes:summary><![CDATA[In his latest Macro Perspectives, Peter Brooke dissects the eventful news week last week, following a market-friendly Budget, SA’s greylisting and the revelations by Andre de Ruyter of entrenched corruption syndicates operating within Eskom.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693448_high.mp3?p=rss" length="3420939" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693448_20260707_195438_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693448?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Meryl Pick talks latest market movements on The Money Show this week</title>
		<link>https://iono.fm/e/1693450</link>
		<guid isPermaLink="true">https://iono.fm/e/1693450</guid>
		<description><![CDATA[Portfolio Manager, Meryl Pick, discusses a recovery day in the markets yesterday, led by rand hedge stocks, as well as opportunities in the retail sector that could be created by Government’s solar energy tax incentives.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 28 Feb 2023 15:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693450_20260707_155456.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693450/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Looking at the markets on the day" />
			 
				<psc:chapter start="00:00:52.000" title="Is the Rand showing signs of vulnerability?" />
			 
				<psc:chapter start="00:02:29.000" title="Discussing Murray &amp; Roberts" />
			 
				<psc:chapter start="00:05:02.000" title="Discussing Liberty Two Degrees" />
						</psc:chapters>
				<itunes:title>Meryl Pick talks latest market movements on The Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693450_20260707_195549_1400.jpeg"/>
		<itunes:duration>7:23</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Meryl Pick, discusses a recovery day in the markets yesterday, led by rand hedge stocks, as well as opportunities in the retail sector that could be created by Government’s solar energy tax incentives.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693450_high.mp3?p=rss" length="7091291" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693450_20260707_195549_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693450?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Portfolio Manager, Peter Brooke, discusses the latest market news on the Money Show this week</title>
		<link>https://iono.fm/e/1693451</link>
		<guid isPermaLink="true">https://iono.fm/e/1693451</guid>
		<description><![CDATA[Peter Brooke breaks down latest market performance, with Mpact results illustrating the energy production opportunity for the private sector, as well as Anglo American Platinum and the question mark around future commodities-driven revenue for the fiscus.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 21 Feb 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693451_20260707_155446.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693451/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:16.000" title="Peter Brooke shares numbers from Mpact and talks about the positives of Impact investing in a new mill and PV plants" />
			 
				<psc:chapter start="00:01:31.000" title="Private companies and continued investment in SA where opportunity presents." />
			 
				<psc:chapter start="00:03:06.000" title="Discussing the shape Anglo American Platinum is in." />
			 
				<psc:chapter start="00:04:20.000" title="Rethinking the future of the Eskom electricity crisis" />
						</psc:chapters>
				<itunes:title>Portfolio Manager, Peter Brooke, discusses the latest market news on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693451_20260707_195737_1400.jpeg"/>
		<itunes:duration>6:14</itunes:duration>
		<itunes:summary><![CDATA[Peter Brooke breaks down latest market performance, with Mpact results illustrating the energy production opportunity for the private sector, as well as Anglo American Platinum and the question mark around future commodities-driven revenue for the fiscus.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693451_high.mp3?p=rss" length="5992744" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693451_20260707_195737_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693451?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 7 | SONA and Government’s execution crisis</title>
		<link>https://iono.fm/e/1693453</link>
		<guid isPermaLink="true">https://iono.fm/e/1693453</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 14 Feb 2023 16:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693453_20260707_155436.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693453/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="SONA – an excellent speech met with apathy by South Africans and the investment community" />
			 
				<psc:chapter start="00:00:52.000" title="The reason for the apathy that met SONA" />
			 
				<psc:chapter start="00:01:32.000" title="The capacity of the private sector to help fix the problem of basic capital allocation" />
			 
				<psc:chapter start="00:02:35.000" title="The importance of creating an enabling environment for the private sector" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 7 | SONA and Government’s execution crisis</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693453_20260707_195855_1400.jpeg"/>
		<itunes:duration>3:31</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	</item>
	<item>
		<title>Arthur Karas discusses Monday’s strong showing from the markets on the Money Show this week</title>
		<link>https://iono.fm/e/1693454</link>
		<guid isPermaLink="true">https://iono.fm/e/1693454</guid>
		<description><![CDATA[Portfolio Manager, Arthur Karas, covers the positive day in the markets yesterday, despite Moody’s expressing concern over SA’s energy woes and the currency falling in response. <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 14 Feb 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693454_20260707_155456.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693454/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="Moody’s warning about loadshedding and electricity supply" />
			 
				<psc:chapter start="00:00:56.000" title="Discussing the trading update from Anglo American Platinum" />
			 
				<psc:chapter start="00:02:19.000" title="Discussing the trading update from Italtile and the normalization after Covid" />
			 
				<psc:chapter start="00:04:12.000" title="Discussing the trading update from Kairos private schools" />
						</psc:chapters>
				<itunes:title>Arthur Karas discusses Monday’s strong showing from the markets on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693454_20260707_200134_1400.jpeg"/>
		<itunes:duration>5:31</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Arthur Karas, covers the positive day in the markets yesterday, despite Moody’s expressing concern over SA’s energy woes and the currency falling in response. 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693454_high.mp3?p=rss" length="5300063" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693454_20260707_200134_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693454?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 6 | The opportunities and opportunity costs of migrant labour</title>
		<link>https://iono.fm/e/1693456</link>
		<guid isPermaLink="true">https://iono.fm/e/1693456</guid>
		<description><![CDATA[In his latest Macro Perspectives, Peter Brooke covers the opportunities created by migrant labour in the UAE and the opportunity costs to economies such as Russia, the UK and SA, who are losing human capital.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 07 Feb 2023 14:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspectives 6 | The opportunities and opportunity costs of migrant labour</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693456_20260707_200321_1400.jpeg"/>
		<itunes:duration>3:47</itunes:duration>
		<itunes:summary><![CDATA[In his latest Macro Perspectives, Peter Brooke covers the opportunities created by migrant labour in the UAE and the opportunity costs to economies such as Russia, the UK and SA, who are losing human capital.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693456_high.mp3?p=rss" length="3645771" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693456_20260707_200321_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693456?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Neelash Hansjee talks latest market news on the Money Show this week</title>
		<link>https://iono.fm/e/1693457</link>
		<guid isPermaLink="true">https://iono.fm/e/1693457</guid>
		<description><![CDATA[Portfolio Manager, Neelash Hansjee, takes a closer look at US employment data released this week, the direction of the dollar and US geopolitics, as well as performance out of the local resources sector.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 07 Feb 2023 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693457_20260707_155544.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
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							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:00.000" title="The impact of the jobs report coming out of the US" />
			 
				<psc:chapter start="00:01:02.000" title="How far does the dollar go before it starts hurting the US economy?" />
			 
				<psc:chapter start="00:03:06.000" title="Thungela and the demand for coal" />
			 
				<psc:chapter start="00:04:38.000" title="The view from Sibanye on merger and acquisition in the gold space" />
			 
				<psc:chapter start="00:06:28.000" title="Closing thoughts from Bruce Whitfield" />
						</psc:chapters>
				<itunes:title>Neelash Hansjee talks latest market news on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693457_20260707_200548_1400.jpeg"/>
		<itunes:duration>7:47</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Neelash Hansjee, takes a closer look at US employment data released this week, the direction of the dollar and US geopolitics, as well as performance out of the local resources sector.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>Siboniso Nxumalo unpacks US interest rate expectations on the Money Show this week</title>
		<link>https://iono.fm/e/1693459</link>
		<guid isPermaLink="true">https://iono.fm/e/1693459</guid>
		<description><![CDATA[Portfolio Manager, Siboniso Nxumalo covers the somewhat quieter market activity that started out the week, as investors await the Fed’s decision on US interest rates due later this week.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 31 Jan 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693459_20260707_155545.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693459/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:27.000" title="An uneventful day on the markets as it looks for direction" />
			 
				<psc:chapter start="00:01:19.000" title="Why interest rates matter to markets" />
			 
				<psc:chapter start="00:02:26.000" title="Discussing the trading update from PEP" />
			 
				<psc:chapter start="00:03:29.000" title="Discussing the appointment of Mike Bosman as temporary CEO of Spar" />
			 
				<psc:chapter start="00:04:57.000" title="Discussing Tongaat" />
						</psc:chapters>
				<itunes:title>Siboniso Nxumalo unpacks US interest rate expectations on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693459_20260707_200708_1400.jpeg"/>
		<itunes:duration>6:24</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Siboniso Nxumalo covers the somewhat quieter market activity that started out the week, as investors await the Fed’s decision on US interest rates due later this week.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693459_high.mp3?p=rss" length="6147238" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693459_20260707_200708_750.jpeg"/>
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	</item>
	<item>
		<title>Macro Perspectives 5 | Assessing the Saudi Arabian growth story</title>
		<link>https://iono.fm/e/1693460</link>
		<guid isPermaLink="true">https://iono.fm/e/1693460</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, discussing the Saudi Arabian growth story, as it seeks to unlock R1 trillion of investment and makes progress in the inclusion of women in the economy.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 31 Jan 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693460_20260707_155524.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693460/json" type="application/json+chapters" />
						<itunes:title>Macro Perspectives 5 | Assessing the Saudi Arabian growth story</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693460_20260707_200913_1400.jpeg"/>
		<itunes:duration>3:00</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, discussing the Saudi Arabian growth story, as it seeks to unlock R1 trillion of investment and makes progress in the inclusion of women in the economy.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693460?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Siboniso Nxumalo shares his Q4 quarterly review and a roundup of 2022 market activity</title>
		<link>https://iono.fm/e/1693462</link>
		<guid isPermaLink="true">https://iono.fm/e/1693462</guid>
		<description><![CDATA[Senior Portfolio Manager, Siboniso Nxumalo shares his views on the last quarter of 2022, while also reflecting on the year as a whole and unpacking his portfolio’s positioning and performance.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 24 Jan 2023 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693462_20260707_155555.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693462/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:10.000" title="Siboniso shares a summary of the events in 2022 that impacted markets" />
			 
				<psc:chapter start="00:01:40.000" title="The themes that the MacroSolutions team will pay close attention to in 2023" />
			 
				<psc:chapter start="00:02:40.000" title="How do you invest in this environment in 2023? Siboniso explains where they see opportunities and how they have positioned portfolios" />
			 
				<psc:chapter start="00:03:42.000" title="A summary of investment performance in 2022" />
			 
				<psc:chapter start="00:04:50.000" title="Given all of this volatility, how did Old Mutual funds perform in 2022?" />
			 
				<psc:chapter start="00:05:43.000" title="Closing" />
						</psc:chapters>
				<itunes:title>Siboniso Nxumalo shares his Q4 quarterly review and a roundup of 2022 market activity</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693462_20260707_201032_1400.jpeg"/>
		<itunes:duration>6:52</itunes:duration>
		<itunes:summary><![CDATA[Senior Portfolio Manager, Siboniso Nxumalo shares his views on the last quarter of 2022, while also reflecting on the year as a whole and unpacking his portfolio’s positioning and performance.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693462_high.mp3?p=rss" length="6595508" type="audio/mpeg" />
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	</item>
	<item>
		<title>Meryl Pick discusses the latest US inflation outlook on the Money Show this week</title>
		<link>https://iono.fm/e/1693464</link>
		<guid isPermaLink="true">https://iono.fm/e/1693464</guid>
		<description><![CDATA[Portfolio Manager, Meryl Pick, discusses the latest outlook for US inflation and its impact on SA’s rate hiking cycle, markets, local companies and economic growth.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 24 Jan 2023 10:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693464_20260707_155626.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693464/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:50.000" title="Meryl Pick unpacks the biggest story in town: inflation" />
			 
				<psc:chapter start="00:02:14.000" title="Why we will get further interest rate hikes" />
			 
				<psc:chapter start="00:04:32.000" title="Discussing the trading update from Cashbuild" />
			 
				<psc:chapter start="00:05:29.000" title="Discussing the trading update from the Foschini Group" />
			 
				<psc:chapter start="00:07:50.000" title="A great start to the year, but are we worried that the party stops at some point?" />
						</psc:chapters>
				<itunes:title>Meryl Pick discusses the latest US inflation outlook on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693464_20260707_201247_1400.jpeg"/>
		<itunes:duration>10:09</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Meryl Pick, discusses the latest outlook for US inflation and its impact on SA’s rate hiking cycle, markets, local companies and economic growth.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693464_high.mp3?p=rss" length="9748080" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693464_20260707_201247_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693464?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Peter Brooke shares his market outlook for the year ahead on the Money Show this week</title>
		<link>https://iono.fm/e/1693465</link>
		<guid isPermaLink="true">https://iono.fm/e/1693465</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, discusses the slightly flatter market yesterday, amid a strong start to the New Year, as well as expectations around a global recession, inflation and valuations for the year.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 17 Jan 2023 10:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693465_20260707_155555.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693465/json" type="application/json+chapters" />
						<itunes:title>Peter Brooke shares his market outlook for the year ahead on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693465_20260707_201455_1400.jpeg"/>
		<itunes:duration>4:17</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, discusses the slightly flatter market yesterday, amid a strong start to the New Year, as well as expectations around a global recession, inflation and valuations for the year.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693465_high.mp3?p=rss" length="4115299" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693465_20260707_201455_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693465?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 1 | Investment lessons from the holidays</title>
		<link>https://iono.fm/e/1693467</link>
		<guid isPermaLink="true">https://iono.fm/e/1693467</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Mon, 16 Jan 2023 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693467_20260707_155555.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693467/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:32.000" title="Peter shares the first investment lesson from his holiday: South Africa is cheap" />
			 
				<psc:chapter start="00:00:57.000" title="The second lesson: South African infrastructure is terrible" />
			 
				<psc:chapter start="00:01:46.000" title="The third lesson: Google “Snow Sure” – Europe is weaning itself off cheap gas" />
			 
				<psc:chapter start="00:02:32.000" title="The fourth lesson: a reminder about Covid." />
						</psc:chapters>
				<itunes:title>Macro Perspectives 1 | Investment lessons from the holidays</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693467_20260707_201617_1400.jpeg"/>
		<itunes:duration>3:10</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693467_high.mp3?p=rss" length="3044335" type="audio/mpeg" />
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	</item>
	<item>
		<title>Macro Perspectives 51 | Better market days ahead for 2023</title>
		<link>https://iono.fm/e/1693468</link>
		<guid isPermaLink="true">https://iono.fm/e/1693468</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, unpacking why he believes 2023 will bring better news for markets after a challenging environment during 2022.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 20 Dec 2022 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693468_20260707_155605.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693468/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:18.000" title="The good news for markets in 2023…" />
			 
				<psc:chapter start="00:01:05.000" title="…As well as the bad news for global growth" />
			 
				<psc:chapter start="00:01:35.000" title="China as a ray of hope on the macro-economic front" />
			 
				<psc:chapter start="00:02:26.000" title="The outlook for South Africa in 2023" />
			 
				<psc:chapter start="00:02:59.000" title="Highlights from the year ahead work" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 51 | Better market days ahead for 2023</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693468_20260707_201819_1400.jpeg"/>
		<itunes:duration>3:48</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, unpacking why he believes 2023 will bring better news for markets after a challenging environment during 2022.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693468_high.mp3?p=rss" length="3650770" type="audio/mpeg" />
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	</item>
	<item>
		<title>Peter Brooke looks at the market impact of the ANC elective conference on the Money Show this week</title>
		<link>https://iono.fm/e/1693470</link>
		<guid isPermaLink="true">https://iono.fm/e/1693470</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, unpacks the market reaction to the ANC’s elective conference results announced yesterday, as well as the news of Woolworths selling David Jones.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 20 Dec 2022 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693470_20260707_155646.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693470/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:07.000" title="The ANC National Conference and the movement of the Rand" />
			 
				<psc:chapter start="00:01:44.000" title="Peter shares his thoughts on what traders were looking for out of the ANC National Conference" />
			 
				<psc:chapter start="00:03:22.000" title="KAP Industrial and their plans for an energy strategy to help SA’s state infrastructure failings" />
			 
				<psc:chapter start="00:06:22.000" title="What separating from David Jones means for Woolworths" />
						</psc:chapters>
				<itunes:title>Peter Brooke looks at the market impact of the ANC elective conference on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693470_20260707_201929_1400.jpeg"/>
		<itunes:duration>7:46</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, unpacks the market reaction to the ANC’s elective conference results announced yesterday, as well as the news of Woolworths selling David Jones.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693470_high.mp3?p=rss" length="7458031" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693470_20260707_201929_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693470?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 50 | 2022 roundup</title>
		<link>https://iono.fm/e/1693471</link>
		<guid isPermaLink="true">https://iono.fm/e/1693471</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, rounding up the Macro Perspectives themes from the year, led by interest rates hikes and liquidity tightening, as well as SA performance in this environment.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 13 Dec 2022 16:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Macro Perspectives 50 | 2022 roundup</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693471_20260707_202204_1400.jpeg"/>
		<itunes:duration>2:59</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, rounding up the Macro Perspectives themes from the year, led by interest rates hikes and liquidity tightening, as well as SA performance in this environment.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693471_high.mp3?p=rss" length="2865815" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693471_20260707_202204_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693471?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Siboniso Nxumalo talks local market investment prospects on the Money Show this week</title>
		<link>https://iono.fm/e/1693473</link>
		<guid isPermaLink="true">https://iono.fm/e/1693473</guid>
		<description><![CDATA[Portfolio Manager, Siboniso Nxumalo, discusses the curious move by Sabvest, announced this week, of repatriating offshore funds to invest locally, and the question of investment opportunity in SA currently amid growing negativity regarding local prospects.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 13 Dec 2022 13:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Siboniso Nxumalo talks local market investment prospects on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693473_20260707_202315_1400.jpeg"/>
		<itunes:duration>6:20</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Siboniso Nxumalo, discusses the curious move by Sabvest, announced this week, of repatriating offshore funds to invest locally, and the question of investment opportunity in SA currently amid growing negativity regarding local prospects.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693473_high.mp3?p=rss" length="6095851" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693473_20260707_202315_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693473?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspective 49 | Market response to Ramaphosa resignation risk</title>
		<link>https://iono.fm/e/1693474</link>
		<guid isPermaLink="true">https://iono.fm/e/1693474</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 06 Dec 2022 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693474_20260707_155636.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693474/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:23.000" title="How the market reacted to the Phala Phala report and implications for the South African government" />
			 
				<psc:chapter start="00:01:40.000" title="What does this mean going forward?" />
			 
				<psc:chapter start="00:03:27.000" title="Does the latest news change how our portfolios are positioned?" />
						</psc:chapters>
				<itunes:title>Macro Perspective 49 | Market response to Ramaphosa resignation risk</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693474_20260707_202551_1400.jpeg"/>
		<itunes:duration>4:22</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693474_high.mp3?p=rss" length="4208674" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693474_20260707_202551_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693474?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Arthur Karas talks calming markets on the Money Show this week</title>
		<link>https://iono.fm/e/1693476</link>
		<guid isPermaLink="true">https://iono.fm/e/1693476</guid>
		<description><![CDATA[Portfolio Manager, Arthur Karas, discusses the calming of local and global markets this week, as panic subsides around President Ramaphosa’s impending resignation and optimism returns concerning a potential reopening in China.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 06 Dec 2022 13:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693476_20260707_155636.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693476/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:38.000" title="Arthur Karas shares his perspective on the current state of the markets" />
			 
				<psc:chapter start="00:01:11.000" title="The impact of China’s opening after stringent lockdowns" />
			 
				<psc:chapter start="00:02:11.000" title="Discussing the trading update from Nedbank" />
			 
				<psc:chapter start="00:02:57.000" title="Discussing results from Nampak and Oceania" />
						</psc:chapters>
				<itunes:title>Arthur Karas talks calming markets on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693476_20260707_202819_1400.jpeg"/>
		<itunes:duration>5:01</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Arthur Karas, discusses the calming of local and global markets this week, as panic subsides around President Ramaphosa’s impending resignation and optimism returns concerning a potential reopening in China.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693476_high.mp3?p=rss" length="4824372" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693476_20260707_202819_750.jpeg"/>
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		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693476?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Peter Brooke talks latest market news on the Money Show this week</title>
		<link>https://iono.fm/e/1693477</link>
		<guid isPermaLink="true">https://iono.fm/e/1693477</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 29 Nov 2022 11:00:00 +0200</pubDate>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
						<itunes:title>Peter Brooke talks latest market news on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693477_20260707_202953_1400.jpeg"/>
		<itunes:duration>9:55</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693477_high.mp3?p=rss" length="9536890" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693477_20260707_202953_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693477?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Macro Perspectives 47 | COP27 and the role of investors</title>
		<link>https://iono.fm/e/1693479</link>
		<guid isPermaLink="true">https://iono.fm/e/1693479</guid>
		<description><![CDATA[This week’s podcast features Peter Brooke in discussion with Head of Stewardship, Nicole Martens, on COP27 and how OMIG is engaging its investee companies to transition to more sustainable and inclusive ways of doing business.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 22 Nov 2022 09:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693479_20260707_155656.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693479/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:40.000" title="Nicole Martens, Head of Stewardship at Old Mutual, shares her key takeaway from COP27 in Egypt" />
			 
				<psc:chapter start="00:00:54.000" title="What is Old Mutual doing to take action?" />
			 
				<psc:chapter start="00:01:19.000" title="How Team South Africa turned up at COP27, and funding for the Just Energy Transition Investment Plan" />
			 
				<psc:chapter start="00:02:06.000" title="Peter discusses the benefits of installing a solar energy system at home" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 47 | COP27 and the role of investors</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693479_20260707_203218_1400.jpeg"/>
		<itunes:duration>3:36</itunes:duration>
		<itunes:summary><![CDATA[This week’s podcast features Peter Brooke in discussion with Head of Stewardship, Nicole Martens, on COP27 and how OMIG is engaging its investee companies to transition to more sustainable and inclusive ways of doing business.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
		<enclosure url="https://dl.iono.fm/epi/prov_4295/epi_1693479_high.mp3?p=rss" length="3470308" type="audio/mpeg" />
				<ionofm:thumbnail href="https://cdn.iono.fm/files/p4295/logo_1693479_20260707_203218_750.jpeg"/>
		<ionofm:coverart href=""/>
		<ionofm:player_url><![CDATA[https://iframe.iono.fm/e/1693479?download=0]]></ionofm:player_url>
	</item>
	<item>
		<title>Meryl discusses latest market movements on The Money Show this week</title>
		<link>https://iono.fm/e/1693481</link>
		<guid isPermaLink="true">https://iono.fm/e/1693481</guid>
		<description><![CDATA[Portfolio Manager, Meryl Pick discusses the latest market news, focusing on Barloworld this week, including their plans for Avis, as well as PPC and its efforts to reduce its debt.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 22 Nov 2022 09:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693481_20260707_155737.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693481/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:45.000" title="Meryl shares her thoughts on Barloworld’s decision to move its Avis business into Zeda" />
			 
				<psc:chapter start="00:02:42.000" title="Why are Barloworld moving towards food production and away from cars?" />
			 
				<psc:chapter start="00:04:50.000" title="Looking at positive signs from PPC" />
			 
				<psc:chapter start="00:06:29.000" title="Are commodity prices going down with China saying its strict Covid restrictions are continuing?" />
						</psc:chapters>
				<itunes:title>Meryl discusses latest market movements on The Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693481_20260707_203328_1400.jpeg"/>
		<itunes:duration>9:11</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Meryl Pick discusses the latest market news, focusing on Barloworld this week, including their plans for Avis, as well as PPC and its efforts to reduce its debt.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<title>Macro Perspectives 46 | Unpacking the recent global equities rally</title>
		<link>https://iono.fm/e/1693482</link>
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		<description><![CDATA[Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally.<br />
<br />
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 15 Nov 2022 14:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693482_20260707_155726.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
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				<psc:chapter start="00:00:12.000" title="What is happening in China to help catalyse the strong risk-on rally" />
			 
				<psc:chapter start="00:01:27.000" title="What has allowed European equities to outperform global equity markets recently" />
			 
				<psc:chapter start="00:01:48.000" title="Looking at how equity markers in the US have responded positively to lower than expected inflation" />
			 
				<psc:chapter start="00:02:39.000" title="Are we back to the promised land? Not quite – why we are waiting to see what happens first" />
						</psc:chapters>
				<itunes:title>Macro Perspectives 46 | Unpacking the recent global equities rally</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693482_20260707_203523_1400.jpeg"/>
		<itunes:duration>3:48</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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		<title>Siboniso Nxumalo discusses local company resilience on the Money Show this week</title>
		<link>https://iono.fm/e/1693484</link>
		<guid isPermaLink="true">https://iono.fm/e/1693484</guid>
		<description><![CDATA[Portfolio Manager, Siboniso Nxumalo, unpacks recent results from Vodacom and the resilience of the company and others like it, despite adverse conditions in the local environment.<br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 15 Nov 2022 12:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693484_20260707_155757.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
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							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:27.000" title="Discussing the resilience of South African companies despite adverse circumstances, like loadshedding" />
			 
				<psc:chapter start="00:02:48.000" title="Siboniso shares his impressions of the update from Vodacom" />
			 
				<psc:chapter start="00:03:36.000" title="Discussing the trading update from Telkom" />
			 
				<psc:chapter start="00:04:38.000" title="Siboniso shares his thoughts on a fantastic quarterly update from Shoprite" />
			 
				<psc:chapter start="00:06:02.000" title="Looking at the results from Rhodes Food Group" />
						</psc:chapters>
				<itunes:title>Siboniso Nxumalo discusses local company resilience on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693484_20260707_203749_1400.jpeg"/>
		<itunes:duration>7:42</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Siboniso Nxumalo, unpacks recent results from Vodacom and the resilience of the company and others like it, despite adverse conditions in the local environment.

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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	<item>
		<title>Peter Brooke talks latest market news on the Money Show this week</title>
		<link>https://iono.fm/e/1693486</link>
		<guid isPermaLink="true">https://iono.fm/e/1693486</guid>
		<description><![CDATA[Portfolio Manager, Peter Brooke, discusses how the market managed to hold its ground starting out the week, led by news out of China, as well as covering performance from Raubex <br />
<br />
Thanks for listening! Follow us on Linkedin. ]]></description>
					<category>Business</category>
				<pubDate>Tue, 08 Nov 2022 11:00:00 +0200</pubDate>
				<podcast:transcript url="https://iono-fm-cdn.fra1.digitaloceanspaces.com/files/p4295/transcript_1693486_20260707_155807.vtt" type="text/vtt"/>
				<podcast:season>0</podcast:season>
		<podcast:episode>0</podcast:episode>
					<podcast:chapters url="https://dl.iono.fm/chapters/1693486/json" type="application/json+chapters" />
							<psc:chapters version="1.2" xmlns:psc="http://podlove.org/simple-chapters">
			 
				<psc:chapter start="00:00:39.000" title="With tremendous volatility in the markers recently, is there hope of any calm soon?" />
			 
				<psc:chapter start="00:02:50.000" title="Discussing the update from Multichoice" />
			 
				<psc:chapter start="00:03:26.000" title="Discussing a more interesting update from Raubex" />
			 
				<psc:chapter start="00:05:10.000" title="Can Raubex pick up the slack if infrastructure spend increases?" />
						</psc:chapters>
				<itunes:title>Peter Brooke talks latest market news on the Money Show this week</itunes:title>
		<itunes:season>0</itunes:season>
		<itunes:episode>0</itunes:episode>
		<itunes:author>Old Mutual Investment Group</itunes:author>
					<itunes:episodeType>full</itunes:episodeType>
				<itunes:image href="https://cdn.iono.fm/files/p4295/logo_1693486_20260707_203919_1400.jpeg"/>
		<itunes:duration>7:20</itunes:duration>
		<itunes:summary><![CDATA[Portfolio Manager, Peter Brooke, discusses how the market managed to hold its ground starting out the week, led by news out of China, as well as covering performance from Raubex 

Thanks for listening! Follow us on Linkedin.]]></itunes:summary>
				<source url="https://rss.iono.fm/rss/chan/10072">Old Mutual Investment Group</source>
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