When Markets Overshoot: Inside South Korea's Tech Sell-Off
South Korea's technology stocks have experienced a sharp correction despite strong corporate earnings. In this episode, Sean Ashton, Head of Investments at Private Clients by Old Mutual explains why leverage and investor positioning played a key role, what the sell-off means for semiconductor compa…
The Market's Balancing Act
Markets don't always move in the way we'd expect.
In our latest episode of Markets & Meaning, Sean Ashton explores why rising memory chip prices could signal a new inflationary pressure, why he believes recent interest rate decisions may have been a policy mistake, and one of the market's biggest…
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 st…
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…
Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)
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 mar…
Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)
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 tho…
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 ele…
Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)
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 ele…
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.
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.
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
