152 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.

Ninety One | The Big Picture Ninety One

    • Business
    • 4.8 • 5 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.

    South Africa – is the glass half full?

    South Africa – is the glass half full?

    June 16 2021: Malcolm Charles discusses the green shoots – from construction to agriculture and mining – in the domestic economy, and the risks to his more upbeat outlook.

    • 12 min
    Why is China's recent economic data startling some investors?

    Why is China's recent economic data startling some investors?

    June 10 2021: Michael Power, Ninety One Investment Strategist, discusses recent economic data from China and why it has both delighted and startled market participants and commentators.

    • 16 min
    Philip Saunders | post-Brexit recap and UK growth rate round-up

    Philip Saunders | post-Brexit recap and UK growth rate round-up

    June 3 2021: Philip Saunders, Co-Head of Multi-Asset Growth, looks at post-Brexit Britain, discussing the country’s increasing growth rate as well as the bounce in Sterling from the low levels it experienced during the Brexit period.

    • 9 min
    Outlook for inflation and commodity prices

    Outlook for inflation and commodity prices

    May 17 2021: George Cheveley, portfolio manager of the Ninety One Global Gold Fund and co-portfolio manager for the diversified Natural Resources strategies, discusses the rise in the CRB index and the outlook for commodity prices and inflation.

    • 13 min
    Sometimes Ben Graham, sometimes Warren Buffett

    Sometimes Ben Graham, sometimes Warren Buffett

    May 5 2021: Ninety One’s Value team discuss why it’s not just about finding deep value investments as they rotate across value styles to identify what they believe are the best long-term opportunities.

    • 14 min
    US infrastructure and looking ahead to the second quarter

    US infrastructure and looking ahead to the second quarter

    April 12 2021: John Stopford, Head of Global Multi-Asset Income, looks at market reactions to recent events, Biden’s infrastructure spend and what this means for the second quarter.

    • 18 min

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