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Introducing Markets & Meaning

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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.

4 Feb English South Africa Business

Other recent episodes

Growth Meets Higher Rates: What Markets Are Pricing Now

How much are investors willing to pay for growth when the cost of money is rising? In this episode of Markets & Meaning, Sean Ashton explores the changing relationship between higher interest rates, economic growth and equity valuations. He looks at why US Treasury yields have moved above 5%, whether…

1 Oct 18 min

The power of diversification by selecting the right mix, Stephen Brierley, Head of Retail at Old Mutual Multi-Managers

One of the most important lessons 2020 has taught us is that diversification remains an investors best defense against various market cycles. In this Market Matters Podcast Stephen Brierley, Head of Retail at Old Mutual Multi-Managers discusses the power of diversification by selecting the right mix of securities, asset classes,…

9 Dec 2020 20 min

South African interest rate trajectory over the course of 2020, Ameer Amod, Head of Absolute and Fixed Interest

This year, interest rates in most developed economies fell to zero, and in some cases, below zero. In this Market Matters Podcast, Ameer Amod, Head of Absolute and Fixed Interest at Old Mutual Multi-Managers, discusses the interest rate trajectory over the course of 2020 and how this has affected the…

9 Dec 2020 22 min

Celebrating Women: Gender Equality in the Workplace with Pat Magadla

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