Old Mutual Wealth

Old Mutual Wealth

By Old MutualBusinessInvesting
Download on the App Store

Old Mutual Wealth episodes

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

    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.

    23 min
  • 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.
    23 min
  • Introducing Markets & Meaning
    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 capital-intensive AI investment, to diverging signals from Meta and Microsoft, the conversation cuts through the noise. He also explores geopolitics, productivity, and where selective long-term opportunities are emerging as investors look ahead to 2026.
    22 min
  • Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)
    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 capital-intensive AI investment, to diverging signals from Meta and Microsoft, the conversation cuts through the noise. He also explores geopolitics, productivity, and where selective long-term opportunities are emerging as investors look ahead to 2026.
    22 min
  • Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)

    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 capital-intensive AI investment, to diverging signals from Meta and Microsoft, the conversation cuts through the noise. He also explores geopolitics, productivity, and where selective long-term opportunities are emerging as investors look ahead to 2026.

    22 min
  • Moneyweb Now Interview: Why Local Retailers Are Betting Big on Beauty
    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.
    7 min
  • MoneywebNow interview: Estée Lauder: A Cautionary Tale for Quality Investors?
    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 new leadership team.”
    7 min
  • MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy
    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.”
    7 min

About Old Mutual Wealth

From the publisher's feed

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…