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Old Mutual Wealth

Old Mutual Wealth

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 Listen to the latest news, insights and views on topical issues. Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services.© 2025 Old Mutual Economía Finanzas Personales
Episodios
  • MoneywebNow interview: Estée Lauder: A Cautionary Tale for Quality Investors?

    MoneywebNow interview: Estée Lauder: A Cautionary Tale for Quality Investors?
    May 26 2025

    Once a beauty industry darling, Estée Lauder has lost over 80% of its value since late 2021. What went wrong — and can it be fixed? In this insightful podcast, Tasneem Samodien, Research Analyst at Private Clients by Old Mutual Wealth, unpacks how overexposure to China, reliance on travel retail, and missteps in management turned a premium beauty brand into a turnaround story.

    “It’s not a brand problem. It’s a management problem,” says Tasneem. “And now it’s a wait-and-see story for the new leadership team.”
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    7 m
  • MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy

    MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy
    May 23 2025

    Google’s parent company is spending big on AI and cloud infrastructure — a 43% increase on last year’s capex. In this podcast, Private Clients by Old Mutual Wealth analyst Nadine Chetty-Khan explains why this bold move echoes past wins like YouTube, Maps and Android.

    “Alphabet isn’t just building AI models — it’s building the infrastructure for an AI-powered internet.”
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    7 m
  • Standard Bank reports solid interim results

    Standard Bank reports solid interim results
    Aug 19 2024

    Africa’s largest financial services provider, Standard Bank reported a resilient 2024 half-year performance amid a challenging credit market in SA. Private Clients Research Analyst, Tasneem Samodien, discusses the results and explains why the team expect Standard Bank to continue growing earnings over the long term.

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    9 m
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