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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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South Africa’s economic heritage
Old Mutual Wealth
11 minutes
2 years ago
South Africa’s economic heritage
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Power FM about South Africa’s economic heritage. He delves into the origin of the South African economic system as well as its anchors such as Anglo American, the transition from apartheid to freedom and the era of growth pre-2008, until issues like loadshedding derailed us. He also explains how to enable inclusive growth and deal with low economic growth, by building infrastructure and providing basic services in area...
Old Mutual Wealth
Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.