Justicia Shipena
The chief investment strategist at Old Mutual Wealth South Africa, Izak Odendaal, has cautioned against attempting to time the market.
He said that while global equities have experienced sharp selloffs, many remain richly valued.
He was speaking at a recent strategic investment breakfast hosted by Old Mutual Wealth Namibia.
The breakfast event brought together clients and industry professionals to explore key market trends and how they shape investment decisions.
Odendaal urged investors to stay disciplined and committed to their long-term strategies.
“We are seeing a rethinking of global capital flows, as political instability in the US challenges investor confidence,” he said. “In this climate, investors should remain focused on valuation, take a long-term view, and prioritise diversification.”
The session focused on using facts, data, and disciplined strategies to guide sound investment decisions in an increasingly complex financial environment.
The head of distribution and retention at Old Mutual’s corporate segment, Isaack Veii, spoke on the value of Smoothed Bonus Funds in volatile markets.
He highlighted the Absolute Growth Portfolio (AGP) and Capital Growth Portfolio (CGP) as key tools designed to offer stability and consistent returns.
“Smoothed Bonus Funds are structured for resilience,” said Veii.
He further stated that these funds provide clients with a sense of security during market downturns while also allowing them to reap the benefits of positive markets.
“Especially in uncertain times, these solutions help employers and retirement fund members manage their future with greater certainty.”
Hein Davids, business development manager at M&G Investments, expanded the discussion to include balanced fund strategies and the use of artificial intelligence in navigating market complexity.
He pointed to the strong performance of the M&G Namibian Balanced Fund, which delivered a rolling return of over 9% as of April 2025.
The fund uses a strategic asset allocation model across both local and offshore investments.
“Markets may be volatile, but sound investment processes, a long-term perspective, and strategic diversification continue to deliver value,” said Davids. “It’s also about managing expectations, real returns take time and discipline.”
