Old Mutual Wealth

About Old Mutual Wealth

Listen to the latest news, insights and views on topical issues. Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services.

Publisher

Old Mutual

Category

business

Language

en

Explicit

No

First episode

26 Aug 2020

Latest episode

1 Oct 2026

Latest episodes

2 of 59 episodes have a transcript.

1. 

   1 Oct 2026TRANSCRIPT

   Growth Meets Higher Rates: What Markets Are Pricing Now

   Sean Ashton, Chief Market Strategist at Old Mutual Wealth, analyzes how rising interest rates impact equity valuations and the evolving AI investment landscape, offering insights into future market dynamics.

2. 

   1 Sept 2026

   The Earnings Cycle Still Has Legs

   In this month’s Markets & Meaning, Sean Ashton looks beyond the latest headlines to assess where we are in the market cycle. He unpacks rising US Treasury yields and growing concerns around fiscal deficits and the dollar, before turning to NVIDIA’s latest results and what they reveal about the strength and sustainability of the AI investment cycle. Sean’s conclusion is perhaps the most important takeaway: we may be further into the cycle, but strong earnings, healthier valuations and periodic resets in sentiment suggest the bull market could still have legs.

3. 

   31 Jul 2026

   When Markets Overshoot: Inside South Korea's Tech Sell-Off

   South Korea's technology stocks have experienced a sharp correction despite strong corporate earnings. In this episode, Sean Ashton, Head of Investments at Private Clients by Old Mutual explains why leverage and investor positioning played a key role, what the sell-off means for semiconductor companies, and why disciplined investors should distinguish between short-term market moves and long-term fundamentals. The conversation also covers the latest interest rate decisions in South Africa and the US, and what they signal about the balance between inflation and economic growth.

Inside a recent episode

Growth Meets Higher Rates: What Markets Are Pricing Now

Published 1 Oct 2026 · Transcript excerpt

[…] Okay. And for investors sitting with a diversified portfolio, does a 5% plus treasury yield that you're talking about change the argument for earning bonds, for example, versus the equities that we're talking about? It certainly starts to move the narrative in the sense that you've got credible competition for equities in the context of a balanced portfolio. And we have this debate often internally, like when is the time to lift the needle a little bit on duration exposure from a multi-asset point of view? And I think certainly a nice round number of 5% with inflation sitting at three and a bit in the US starts to make a lot more sense than it used to. […]

Who has been a guest on Old Mutual Wealth

Names identified in recent episode analyses. Showing up to five guests.

• Sean Ashton
• Simon Brown
• Tasneem Samodien
• Nadine Chetty-Khan

Podcast Authority Score: 26 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

39

Social presence

0

YouTube

0

Engagement

30

Contact Old Mutual Wealth

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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