Old Mutual Wealth

Author: 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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Language: en-za

Genres: Business, Investing

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Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)
Thursday, 2 April, 2026

Hormuz, Markets and OpportunityIn 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 cycle. It also highlights where potential opportunities may be emerging, particularly in sectors like technology, with companies such as Microsoft and NVIDIA trading at more attractive valuations following the recent sell-off.