119 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

    • Investing
    • 5.0, 2 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.

    Making an impact – Global Environment Impact Report released

    Making an impact – Global Environment Impact Report released

    July 2 2020: Graeme Baker discusses the release of the second annual Global Environment Impact Report, looking at the importance of transparency and engagement when it comes to sustainable investing. To find the full report, go to www.ninetyone.com and search for 'Ninety One Global Environment Impact Report'.

    • 13 min
    Emerging Markets: looking at the road to recovery

    Emerging Markets: looking at the road to recovery

    June 26 2020: Peter Eerdmans discusses EM debt in a post-pandemic world, where distinguishing between winners and losers is vital.

    • 19 min
    Low-carbon lowdown with Deirdre Cooper

    Low-carbon lowdown with Deirdre Cooper

    June 17 2020: In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for investors aiming to tap into it. Deirdre Cooper discusses this in our latest podcast.

    • 13 min
    Ninety One SA Recovery Fund launches

    Ninety One SA Recovery Fund launches

    June 11 2020: Simon Howie talks to Lindsay Williams about the launch this week in South Africa of the Ninety One SA Recovery Fund and its aim to assist with COVID-19 economic recovery in the country.

    • 11 min
    COVID-19: the return of the state - The Great Shutdown series

    COVID-19: the return of the state - The Great Shutdown series

    June 4 2020: The pandemic has seen governments intervene in economies, financial markets and everyday life with unprecedented speed and reach. Investors should expect this more expanded role of governments to stay says analyst Daniel Morgan. Visit ninetyone.com and search for ‘return of the state’ to read the full report. Part of a new series by the Ninety One Investment Institute.

    • 15 min
    Under pressure: The International Monetary and Financial System - The Great Shutdown series

    Under pressure: The International Monetary and Financial System - The Great Shutdown series

    May 28 2020: The system is in trouble and now COVID-19 has brought its fragility into question yet again. Whether by evolution or revolution, change is inevitable. The implications for investors reliant on the system will be immense. Russell Silberston explores this in the latest podcast in the series looking at the Great Shutdown and its implications for investors. Visit ninetyone.com and search for ‘under pressure’ to read the full report. Part of a new series by the Ninety One Investment Institute.

    • 13 min

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