Old Mutual Investment Group have identified four key themes that will drive their investment decisions next year

Risk is not something to be shunned, but rather to be respected and, where possible, softened

China’s economic growth headwinds requires asset managers to change tack

Formulating deep, meaningful insights from data helps the Old Mutual Global Managed Alpha Strategy understand market conditions and position its portfolios better

As the world changes, so are the trends that influence your investment decisions, but long-term planning remains key

The treasury is meeting rating agencies that identified the public service compensation as a threat to South Africa’s credit outlook

A Just Share report on the AGMs of seven of SA’s biggest financiers found their climate commitments show promise, but timelines remain sketchy

Asset managers are concerned about the share exchange but others welcome it because Naspers has dominated the JSE

But board rejects calls for matter to be discussed at AGM

Looking at the options available to Finance Minister Trevor Manuel when he delivers his national budget in the National Assembly on Wednesday, the experts of the Old Mutual…