271 episodes
Ninety One | The Big Picture Ninety One
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- Business
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4.6 • 10 Ratings
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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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The year of the ballot: a mid-year snapshot
We are half way through 2024 and most emerging market elections have now taken place, notably in South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact.
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Medicine for change
Bram Wagner, a prominent specialist from the Access to Medicine Foundation, engages in a thoughtful conversation with Portfolio Manager, Matt Evans, about how we can think of healthcare investing through the lens of accessibility. Initiatives aimed at improving accessibility on a global scale can significantly expand addressable markets within the healthcare industry. This provides investors with an opportunity not only to contribute meaningfully to enhancing accessibility, but also to invest in areas primed for structural growth.
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Alpha Sources in impact investment
Stephanie Niven sits down with experienced and award winning impact investor Dimple Sahni from Anthos Fund and Asset Management to examine some of the challenges and opportunities of turning impact insights into an alpha advantage.
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Investing for tomorrow: Africa's natural environment and what's at stake
Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation. They are joined by the pioneering leader and founder of the non-profit Tusk Trust, Charlie Mayhew. Hear Charlie talk about some hard-won ‘war stories’ showing what’s at stake as they discuss the evolving financial model required to protect Africa’s natural environment.
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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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