Mid-year market review is Meryl Pick

Loading player...
As we wrap up the first half of 2025, we take stock of how markets have fared both locally and abroad. Joining us for this mid-year market review is Meryl Pick, Head of Equities Research at Old Mutual Investment Group. In this wide-ranging conversation, we unpack the performance of the JSE relative to global markets, assess the trajectory of the US market amid its recent dip and recovery, and explore the shifting geopolitical landscape and its implications for investors.



We also dive into the ongoing commodities cycle examining where we are and which sectors and assets have stood out in the past six months. A must-listen for anyone navigating today’s complex investment environment.
30 Jun 2025 4PM English South Africa Business News · Investing

Other recent episodes

BofA Slashes SA Growth Forecast as Inflation Surges

Bank of America has cut South Africa’s 2026 GDP growth forecast to 1.3%, warning that higher oil and fertilizer prices will keep inflation above 4% for most of the year. Economist Tatonga Rusike explains
23 Apr 3PM 11 min

Understanding SA’s First Wealth Score

Franc unveils South Africa’s first-ever Wealth Score, revealing that financial habits—not income—are the strongest predictor of financial health. We unpack why SA’s national score is 45/100 and the behavior gap between knowing and doing with Dr. Thomas Brennan, founder and CEO of Franc.
23 Apr 3PM 13 min

Clicks Lifts HEPS 8% Despite Warehouse Disruptions.

Clicks delivered firm interim results with diluted HEPS up 8.1%, even as warehouse system delays cost an estimated R175 million in lost sales. CEO Bertina Engelbrecht discusses pharmacy growth, trading margins, and festive‑season competition.
23 Apr 2PM 16 min