191 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.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Ninety One | The Big Picture Ninety One

    • Business
    • 4.8 • 6 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.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    The Fed hikes, but what lies ahead?

    The Fed hikes, but what lies ahead?

    The Fed, as expected, raised US interest rates by 75 basis points. The accompanying news conference, however, was the main focus of market participants, and in the short term they liked it as many risk assets jumped. But what of the future? John Stopford, Head of Multi-Asset Income discusses the implications in conversation with Lindsay Williams.
    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 8 min
    Is recession the price to pay for taming inflation? | Russell Silberston

    Is recession the price to pay for taming inflation? | Russell Silberston

    The European Central Bank has raised rates for the first time in 11 years. The 50 basis-point hike takes the European benchmark to zero, and further rises likely to quell inflation. Russell Silberston, Investment Strategist, discusses the implications with Lindsay Williams.
    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 11 min
    Has inflation peaked? | Iain Cunningham

    Has inflation peaked? | Iain Cunningham

    Inflation has soared to multi-decade highs in several key economies, ringing central bankers’ alarm bells and unsettling the global investment community. But has inflation peaked? And if so how will the custodians of the price of money respond?
    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 9 min
    Ninety One runs the Tusk Lewa Safari Marathon

    Ninety One runs the Tusk Lewa Safari Marathon

    Journalist and broadcaster Helen Fospero documents the 2022 Tusk Lewa Safari Marathon. She follows the unique experiences of the 11-strong team from Ninety One who took part in the annual run through the beautiful Lewa Wildlife Conservancy in Northern Kenya.
    In the tenth year of Ninety One’s partnership with Tusk, the team raised money for Tusk and Lewa and visited inspiring community projects funded by the charity including schools, reforestation programmes and local sustainable power initiatives to see first-hand the difference their fundraising makes.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 38 min
    Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India

    Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India

    Four years after assistant Portfolio Manager Varun Laijawalla’s last research trip to India, he came away from company meetings feeling that notable changes were underway in the country, particularly around digitisation, manufacturing and housing.
    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 13 min
    What does sustainable investing actually mean? | Global Insights

    What does sustainable investing actually mean? | Global Insights

    ‘Sustainable investing’ has become a catch-all term for an extremely broad range of investment approaches. To deliver returns to investors and a positive impact for a world in urgent need of sustainable development, investors need to be very clear about how their money is being allocated – and to what ends. Nazmeera Moola, Chief Sustainability Officer, discussed with Lindsay Williams.
    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 6 min

Customer Reviews

4.8 out of 5
6 Ratings

6 Ratings

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