Old Mutual Wealth

Old Mutual

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.

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Old Mutual Wealth

Episodes (60)

Thu Oct 1st Growth Meets Higher Rates: What Markets Are Pricing Now
Sep 1st The Earnings Cycle Still Has Legs
Jul 31st When Markets Overshoot: Inside South Korea's Tech Sell-Off

Old Mutual Wealth

Oct 1, 2026
18¼ minutes
9 MB

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 this represents a normalisation of markets after years of low growth and low investment, and what higher yields mean for the role of bonds in a balanced portfolio. Sean also examines the next phase of the AI investment cycle, as the focus shifts from infrastructure and data centres towards AI...

Old Mutual Wealth

Growth Meets Higher Rates: What Markets Are Pricing Now

Old Mutual

00:00 -18:22