267 episodes
Ninety One | The Big Picture Ninety One
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- Business
A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.
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After the vote
If polls are to be believed, the 14-year tenure of the UK’s Conservative Party is about to end. Change is often greeted with trepidation by society, business and markets. However, in this case the UK has displayed stability, especially relative to some of its European peers. Matt Evans examines the mood and the potential market moves after July 4th, Election Day.
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Central banks start to ease off the brakes
We have grown used to 'higher for longer', but the winds of change have now seemingly started to blow in the corridors of monetary policy power. Sweden and Switzerland have cut, and Canada followed suit. All eyes were on the ECB, and it did not disappoint, cutting rates by 25 basis points. Christine Lagarde was still guarded, however, and did not commit to further falls. John Stopford analyses the implications.
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Deciphering the human factor
Investment analysts frequently ignore culture and inclusion, focusing exclusively on companies’ financial statements. Yet the ‘human factor’ is often among the key drivers of corporate performance, and ultimately of shareholder returns. Professor Alex Edmans talks with Ninety One’s Stephanie Niven and Miles Hamilton about how to leverage research into culture and inclusion into better investment decisions. They also discuss their joint work to develop a practical framework for incorporating culture insights into investment analysis.
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Schneider Electric: talking carbon, culture... and sustainability as a strategy
For Schneider Electric, a multinational company that specialises in digital automation and energy management, sustainability isn’t just about doing good. It’s a way of aligning the business to the structural tailwinds created by a decarbonising world.
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Mapping the sustainable growth journey in China and Korea
Juliana Hansveden and Yuxin Lin from the Sustainable Equity team recently travelled to China and Korea to meet existing and prospective portfolio companies. They discuss the insights gained from the trip and detail how they’re capturing the structural growth opportunities.
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Nature's balance sheet: biodiversity opportunities and risks
Portfolio Manager Stephanie Niven and analyst Sam Anthony discuss the importance of biodiversity and how they think about it from an investment perspective.
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