Ninety One | The Big Picture Ninety One

India offers an exciting decarbonisation growth opportunity, but it is also fast becoming the most populous country in the world. With that comes both risks and opportunities for investors. Portfolio Manager Graeme Baker is joined by Ninety One analyst Arita Sehgal and London School of Economics Professor in Practice Nick Robins to unpack this topic. They look at India’s impact on the world’s transition to net zero and what a just transition looks like for the country.
Hosted on Acast. See acast.com/privacy for more information.

After the recent optimism of market participants that sent US markets to record highs and bond yields tumbling, the mood has changed. Bond yields have risen sharply and frothy equities are well off their highs as inflation has proved stubbornly high. John Stopford analyses the data in the US and beyond. 
Hosted on Acast. See acast.com/privacy for more information.

A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.
Hosted on Acast. See acast.com/privacy for more information.

Global commodities prices as measured by the CRB Index have increased around 14% in 2024 and investors are becoming increasingly optimistic about a meaningful long-term up cycle. From copper to cocoa and gold to PGMs, George Cheveley explains the fundamentals behind the rally and the prospect of it persisting and considers the outlook for the share prices of resources companies.
Hosted on Acast. See acast.com/privacy for more information.

The year is still in Q1 but already it's billing as being all about politics and the price of money is justified. In a matter of days the US primaries have whittled down the US election to the familiar old candidates, the UK has delivered a surprise-free budget, the ECB has kept rates on hold while the Fed chair has merely changed the date of his speech to Congress.
 
Markets meander upwards unfazed, but with more than 50 elections due in 2024, multiple reserve bank meetings and the ongoing spectre of wars, surely something must give? In an interview recorded on Friday 8th March, Russell Silberston analyses a packed diary.
 

Hosted on Acast. See acast.com/privacy for more information.

The shadow of a poorly performing JSE resources sector and the dollar price of certain commodities hung over the annual Mining Indaba in Cape Town. The PGM sector, which is one of South Africa’s most important export products, garnered much of the attention, but copper, gold and some bulk commodities also took centre stage. Dawid Heyl shares his perspective on the Indaba and the outlook for the sector.
Hosted on Acast. See acast.com/privacy for more information.