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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.

  1. Kaya FM Interview - When 1% of companies drive 65% of returns, what does it mean for investors?

    SEP 11

    Kaya FM Interview - When 1% of companies drive 65% of returns, what does it mean for investors?

    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.

    14 min
  2. MoneyWebNOW Interview - When 1% of companies drive 65% of returns, what does it mean for investors?

    SEP 11

    MoneyWebNOW Interview - When 1% of companies drive 65% of returns, what does it mean for investors?

    Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.

    8 min
  3. Moneyweb Now Interview: Why Local Retailers Are Betting Big on Beauty

    JUN 23

    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.

    6 min
  4. MoneywebNow interview: Estée Lauder: A Cautionary Tale for Quality Investors?

    MAY 26

    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
  5. MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy

    MAY 23

    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
  6. Standard Bank reports solid interim results

    08/19/2024

    Standard Bank reports solid interim results

    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.

    9 min
  7. Hot 1027 Business Interview

    04/29/2024

    Hot 1027 Business Interview

    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.

    9 min
  8. MoneywebNOW interview - Victor Mupunga

    04/15/2024

    MoneywebNOW interview - Victor Mupunga

    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 investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.

    6 min
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About

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.

Information

  • Creator
    Old Mutual
  • Years Active
    2020 - 2025
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © 2025 Old Mutual
  • Show Website
    Old Mutual Wealth