Old Mutual Wealth

Episódios

• Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients) 02.04.2026 18min

  Hormuz, Markets and Opportunity In this episode, Sean Ashton unpacks the market impact of tensions around the Strait of Hormuz, and what it reveals about how markets behave in periods of uncertainty. The discussion goes beyond the headlines to explore supply chain risk, energy markets and why markets often move ahead of the news cycle. It also highlights where potential opportunities may be emerging, particularly in sectors like technology, with companies such as Microsoft and NVIDIA trading ...
• Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients) 02.03.2026 22min

  AI, Platforms and the Battle for the Customer In this episode, we unpack one of the most important questions investors face today – how AI is changing the way customers make decisions, and what that means for the platforms and businesses that have historically controlled those journeys. It’s a thoughtful discussion on disruption, market structure and long-term value creation, with clear implications for investors trying to separate hype from durable opportunity.
• Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients) 04.02.2026 21min

  We're pleased to introduce Markets & Meaning, our new monthly podcast by Sean Ashton, Head of Investments at Private Clients. Each month, Sean steps back from the headlines to focus on the forces shaping markets and what they mean for long-term investors. In the first episode, Sean unpacks why elevated US equity valuations do not automatically signal a bubble, and what today's market concentration really means for investors. From the dominance of the 'Magnificent Seven' and the shift to c...
• MoneyWebNOW Interview - When 1% of companies drive 65% of returns, what does it mean for investors? 11.09.2025 7min

  Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.
• Kaya FM Interview - When 1% of companies drive 65% of returns, what does it mean for investors? 11.09.2025 14min

  Sean Ashton, Head of Investments at Private Clients by Old Mutual Wealth, and Gugulethu Mfuphi of Kaya Bizi discuss the importance of understanding the underlying drivers of major market indices like the S&P 500.
• Moneyweb Now Interview: Why Local Retailers Are Betting Big on Beauty 23.06.2025 6min

  Beauty is booming – and not just globally. From skincare to makeup and fragrance, SA retailers are waking up to the higher margins and loyal, repeat customers the beauty segment offers. In this insightful interview with Simon Brown, Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth, explains how brands like TFG, Mr Price and Woolworths are tapping into local insights to build private-label beauty offerings that resonate.
• MoneywebNow interview: Estée Lauder: A Cautionary Tale for Quality Investors? 26.05.2025 6min

  Once a beauty industry darling, Estée Lauder has lost over 80% of its value since late 2021. What went wrong — and can it be fixed? In this insightful podcast, Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth, unpacks how overexposure to China, reliance on travel retail, and missteps in management turned a premium beauty brand into a turnaround story. “It’s not a brand problem. It’s a management problem,” says Tasneem. “And now it’s a wait-and-see story for the...
• MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy 23.05.2025 6min

  Google’s parent company is spending big on AI and cloud infrastructure — a 43% increase on last year’s capex. In this podcast, Private Clients by Old Mutual Wealth analyst Nadine Chetty-Khan explains why this bold move echoes past wins like YouTube, Maps and Android. “Alphabet isn’t just building AI models — it’s building the infrastructure for an AI-powered internet.”
• Standard Bank reports solid interim results 19.08.2024 9min

  Africa’s largest financial services provider, Standard Bank reported a resilient 2024 half-year performance amid a challenging credit market in SA. Private Clients Research Analyst, Tasneem Samodien, discusses the results and explains why the team expect Standard Bank to continue growing earnings over the long term.
• Hot 1027 Business Interview 29.04.2024 8min

  Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth discusses Standard Bank’s 2023 full-year results and its exposure to Africa, which is expected to remain a meaningful earnings driver in the long term.
• MoneywebNOW interview - Victor Mupunga 15.04.2024 6min

  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 i...
• Unpacking the longevity economy & the investment opportunities 27.03.2024 20min

  Andrew Dittberner, Chief Investment Officer at Private Clients by Old Mutual Wealth, unpacks the longevity economy in more detail and highlights some of the challenges and opportunities.
• Are the Magnificent Seven valuations justifiable? 22.03.2024 10min

  Andrew Dittberner, CIO of Private Clients by Old Mutual Wealth and Classic Business’ Michael Avery talk about the Magnificent Seven and whether their valuations are justified.
• SAFM Radio Interview with Muhammad Rayhaan Sooliman 08.03.2024 17min

  Muhammad Rayhaan Sooliman, Operations Director at Gift of the Givers, talks to Oliver Dixon of SAFM about the newly launched Old Mutual Gift of the Givers Life Fund. Developed in partnership with Old Mutual Wealth, the fund allows the investor to meet their financial goals, whilst using their investment income for humanitarian relief and development in South Africa, by donating it to Gift of the Givers Foundation. A win-win situation where investors get to secure their future and legacy, whil...
• Lessons from the Springboks 01.11.2023 13min

  Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Bruce Whitfield about some of the lessons that South Africa, our government and the world can learn from the Springboks following their historic win over the All Blacks for a record fourth time and lifting the Webb Ellis trophy back-to-back. Key learnings include having a long-term plan and the right people to implement it; a simple authentic message focused on a few things that people can relate to and unite behind; s...
• Retirees struggling to live off investment income 05.10.2023 5min

  Roland Grabe, Head of Discretionary Fund Management at Old Mutual Wealth, speaks to Simon Brown of Moneyweb about life and living annuities. He says the investment market volatility, especially in bear markets, make it difficult for retirees to live satisfactorily off their investment income. In addition, investment strategy decisions are tricky and require an investor to have a qualified financial planner to guide them through the various options to how they can mitigate risk whilst maximisi...
• South Africa’s economic heritage 28.09.2023 11min

  Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Power FM about South Africa’s economic heritage. He delves into the origin of the South African economic system as well as its anchors such as Anglo American, the transition from apartheid to freedom and the era of growth pre-2008, until issues like loadshedding derailed us. He also explains how to enable inclusive growth and deal with low economic growth, by building infrastructure and providing basic services in area...
• MoneywebNOW interview - Mandy Dix-Peek 13.09.2023 5min

  Mandy Dix-Peek, Head of Fiduciary at Private Clients by Old Mutual Wealth unpacks the recent changes to the Trust Property Control Act and emphasises the importance of independent, professional trusteeship.
• MoneywebNOW interview - Tasneem Samodien (August 2023) 10.08.2023 4min

  Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Jimmy Moyaha about the resilience of luxury goods companies despite the tough economy.
• MoneywebNOW interview - Tasneem Samodien 27.07.2023 6min

  Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth talks to Simon Brown about the team’s long-term investment case for Amazon, despite the company’s net loss during 2022.