256 episodes

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

Ninety One | The Big Picture Ninety One

    • Business
    • 4.9 • 8 Ratings

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

    Mining Indaba – a barometer for the resources sector

    Mining Indaba – a barometer for the resources sector

    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.
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    • 9 min
    Macroscope: Long the yen against the euro

    Macroscope: Long the yen against the euro

    Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro.
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    • 11 min
    China may emerge from the doldrums - 2024 Investment Views

    China may emerge from the doldrums - 2024 Investment Views

    After a challenging year, Wenchang Ma sees brighter prospects for Chinese equities in 2024, with weak sentiment providing an entry point to invest in some of the world’s most attractive companies.
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    • 9 min
    Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views

    Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views

    Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.
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    • 9 min
    EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views

    EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views

    Improving global growth and inflation dynamics are supportive for the asset class, but risks remain and a bottom-up approach will be vital for capturing the opportunities and building resilient portfolios.
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    • 16 min
    EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views

    EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views

    Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environment. EM economies are also on solid footing, and profitable cross-country collaboration is making EM corporate debt an exciting place to be.
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    • 14 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

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