Old Mutual Investment Group

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.
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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.

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.

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.

🎙️ 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.