What's Next presented by Old Mutual Corporate - Marvin Nair on investment strategies

Podcast: What's Next with Aki Anastasiou · What's Next

Opublikowano: 2026-08-18

South Africa’s two-pot retirement system has changed how members engage with retirement savings, but withdrawal timing can have major long-term consequences. Marvin Nair, Old Mutual Corporate Investment Solutions Executive, explains how greater access to the savings pot is reshaping retirement investment strategy. He discusses why sequence-of-return risk matters when members withdraw during market downturns, and how selling assets at depressed prices can permanently reduce participation in a later recovery. The conversation examines modelling around the March 2026 market decline, when withdrawals coincided with weaker markets and financial pressure on South African households. Nair explains how investment solutions designed to manage vo...