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Old Mutual Wealth
Old Mutual
48 episodes
1 month ago
Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.
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Investing
Business
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All content for Old Mutual Wealth is the property of Old Mutual and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.
Show more...
Investing
Business
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MoneywebNOW interview - Victor Mupunga
Old Mutual Wealth
6 minutes
1 year ago
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 i...
Old Mutual Wealth
Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.