Old Mutual Markets & Meaning
Old Mutual Markets & Meaning (To be confirmed....)
5 Episodes
When Earnings Matter More Than Headlines
In our latest episode of Markets & Meaning, Sean Ashton (Head of Investments at Private Clients by Old Mutual) explores why markets are increasingly looking beyond geopolitical headlines and focusing on what is ultimately driving returns: corporate earnings. The discussion examines the unusually strong earnings cycle currently supporting markets, the…
AI, Rates and Market Signals
In our latest episode, Sean explores why markets are beginning to look beyond geopolitical headlines and refocus on earnings, valuations and long-term opportunity. The discussion unpacks how the AI trade is broadening beyond headline names into the wider infrastructure supporting data centre growth, including semiconductors, networking and power. Using examples…
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…
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…
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…