The Investment Perspective, with Ninety One

Ninety One
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Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Hosted on Acast. See acast.com/privacy for more information.

  1. #67 SONA: Infrastructure at the heart of SA’s growth plan

    1D AGO

    #67 SONA: Infrastructure at the heart of SA’s growth plan

    This year’s State of the Nation Address struck a notably confident tone: less promise, more progress. But is this truly a turning point? Alastair Herbertson explores why infrastructure is at the heart of South Africa’s growth ambitions, where private capital fits in, and why long-term investors may find this moment compelling. Hosted on Acast. See acast.com/privacy for more information.

    7 min
  2. #66 SA Infrastructure: the dawn of reform

    5D AGO

    #66 SA Infrastructure: the dawn of reform

    Phase 1 of Operation Vulindlela proved reforms can unlock private capital — around R500bn worth. Now Phase 2 shifts from policy design to delivery, with infrastructure firmly in the spotlight. Investment specialist Phuleng Pitso unpacks where the next wave of opportunity may emerge and what “success” could look like for investors and communities alike. Hosted on Acast. See acast.com/privacy for more information.

    10 min
  3. #65 Dollar down: Halfway there or just getting started?

    FEB 6

    #65 Dollar down: Halfway there or just getting started?

    The dollar’s weakness is no longer a contrarian call; it’s becoming the base case. But what’s driving its persistence, and what would finally confirm a full-blown dollar bear cycle? Sahil Mahtani revisits the forces behind the “sell America” trade, the limits of Fed leadership changes, and the signals investors are watching for the next leg lower. Hosted on Acast. See acast.com/privacy for more information.

    10 min
  4. #64 Gold at $5 000: Bubble blow-off or just getting started?

    FEB 5

    #64 Gold at $5 000: Bubble blow-off or just getting started?

    After a breathtaking surge that carried gold well beyond $5 000 an ounce, followed by a brutal pullback, investors are questioning whether the rally has finally run its course. George Cheveley unpacks what drove the frenzy, why volatility is here to stay, and why gold equities may still offer compelling value despite the metal’s wild ride. Hosted on Acast. See acast.com/privacy for more information.

    11 min
  5. #63 US rates on hold, questions in motion

    JAN 29

    #63 US rates on hold, questions in motion

    One of Jerome Powell’s last acts as Fed chair was to do nothing. Or so it may seem. In the face of sluggish employment but lively growth, US rates were left unchanged. But will benign inflation continue and ultimately sway future decisions to ease? Philip Saunders analyses the situation. Hosted on Acast. See acast.com/privacy for more information.

    8 min
  6. #62 Keep calm and carry on yielding

    JAN 28

    #62 Keep calm and carry on yielding

    A stronger rand. Lower inflation. Rate cuts on the horizon. Malcolm Charles explains why South African bonds remain one of the most attractive income trades on the board, despite a blockbuster 2025. However, with the easy gains behind us, discipline and risk management will be essential. Hosted on Acast. See acast.com/privacy for more information.

    15 min
  7. #61 Could the momentum run out?

    JAN 22

    #61 Could the momentum run out?

    In 2025, quality investing was overshadowed by AI exuberance, precious metals and momentum-driven market leadership. As volatility re-enters the picture, those same forces are being tested. Sumesh Chetty reflects on why the balance between growth, valuation and resilience is becoming harder to ignore. From gold’s rise to a reassessment of South African assets, he explores what may matter more as 2026 unfolds. Hosted on Acast. See acast.com/privacy for more information.

    18 min
  8. #60 Beyond supply and demand – how politics is driving oil prices

    JAN 14

    #60 Beyond supply and demand – how politics is driving oil prices

    The oil price is once again being shaped by forces far beyond the fundamentals of supply and demand. Geopolitics has re-entered the equation in a meaningful way, from instability in Venezuela to rising tensions in Iran. Layered onto this is Donald Trump’s political calculus. His domestic priorities are tightly interwoven with his international stance on energy and geopolitics. Paul Gooden unpacks the complex forces influencing black gold and sets out where volatility may create opportunity.  Hosted on Acast. See acast.com/privacy for more information.

    11 min
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Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Hosted on Acast. See acast.com/privacy for more information.

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