MoneywebNOW interview - Victor Mupunga

Loading player...
The business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth and Simon Brown, discuss the mixed economic signals in the US and the local economy and outlines our investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.
15 Apr 2024 English South Africa Investing · Investing

Other recent episodes

Celebrating Women: New Ways of Thinking about Women in Leadership with Kelly de Kock

Ian Fraser sits down with Kelly de Kock,  Chief Operating Officer for Old Mutual Wealth Private Client Securities, Treasury and Advisory Services, and  Fiduciary Services, as well as Old Mutual International, to celebrate women.  They delve into the new way of thinking about women in leadership roles, and the importance…
26 Aug 2020 13 min

The Path to Net Zero: A Multi-Decade Journey, Tasneem Samodien

Climate change poses a myriad of risks to us humans, these risks include food insecurity, scarcity of water, on the other end flooding, infectious diseases, heat, economic losses and displacement. Tasneem Samodien, Research Analyst at Private Client Securities unpacks the path to net zero.
27 Sep 2021 18 min