Podcast

The Investment Perspective, with Ninety One

Author: Ninety One
Feed episode count: 97
Official site: http://www.ninetyone.com
RSS: https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3
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Summary

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. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.

Episodes

Jul 30, 2026 · not_requested

#97 The Fed's new chair just showed markets he'd rather they guess

Duration seconds: 410
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/97

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Jul 28, 2026 · not_requested

#96 After SARB surprises, all eyes turn to hawkish Fed

Duration seconds: 625
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/96

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Jul 20, 2026 · not_requested

#95 Two scoreboards: why SA credit holds up while the economy limps

Duration seconds: 496
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/95

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Jul 17, 2026 · not_requested

#94 Growth is no longer the enemy: inside Warsh's Fed

Duration seconds: 703
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/94

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Jul 13, 2026 · not_requested

#93 South African value is priced like a distress sale, and the bond market disagrees

Duration seconds: 1400
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/93

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Jul 3, 2026 · not_requested

#92 Beyond the index giants: the case for active EM

Duration seconds: 728
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/92

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Jun 30, 2026 · not_requested

#91 The dollar's reversal: from debasement fears to strength

Duration seconds: 514
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/91

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Jun 23, 2026 · not_requested

#90 Oil is falling, but South Africa's inflation fight is far from over

Duration seconds: 392
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/90

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Jun 17, 2026 · not_requested

#89 Peace plan, messy reality: commodities after Iran deal

Duration seconds: 862
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/89

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Jun 11, 2026 · not_requested

#88 When the rule book no longer applies

Duration seconds: 699
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/88

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Jun 5, 2026 · not_requested

#87 The $1.75 trillion question: an IPO that could change everything

Duration seconds: 803
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/87-the-175-trillion-question-an-ipo-that-could-change-everyt

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Jun 4, 2026 · not_requested

#86 Holding its nerve: how SA is weathering the oil shock

Duration seconds: 722
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/86

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May 21, 2026 · not_requested

#85 A 4% wake-up call: reading the SARB's next move

Duration seconds: 413
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/85

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May 19, 2026 · not_requested

#84 Beyond the index: why concentration risk may be active management's biggest opportunity

Duration seconds: 681
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/84

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May 18, 2026 · not_requested

#83 A very tight strait. Can oil get to $150?

Duration seconds: 724
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/83

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May 8, 2026 · not_requested

#82 Who really controls the Fed?

Duration seconds: 590
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/82

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May 6, 2026 · not_requested

#81 The 5% problem: why bonds are back in the conversation

Duration seconds: 592
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/81

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May 5, 2026 · not_requested

#80 The art of sleeping when markets can't

Duration seconds: 1189
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/80

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Apr 20, 2026 · not_requested

#79 When private credit flips the script

Duration seconds: 1131
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/79

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Apr 16, 2026 · not_requested

#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors

Duration seconds: 647
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/78-cash-talk

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Apr 14, 2026 · not_requested

#77 When the taps run dry: the real story behind South Africa’s water crisis

Duration seconds: 822
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/77

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Apr 9, 2026 · not_requested

#76 Bond market shock: panic or opportunity?

Duration seconds: 484
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/76-bond-market-shock-panic-or-opportunity

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Apr 2, 2026 · not_requested

#75 Markets shaken, not broken: Middle East tensions

Duration seconds: 536
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/75

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Mar 27, 2026 · not_requested

#74 When gold falls and oil calls the shots

Duration seconds: 519
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/74

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Mar 17, 2026 · not_requested

#73 Central banks on edge: when war rewrites the rate outlook

Duration seconds: 790
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/73

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Mar 10, 2026 · not_requested

#72 When geopolitics shuts the taps

Duration seconds: 657
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/72-when-geopolitics-shuts-the-taps

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Mar 6, 2026 · not_requested

#71 The Biccard playbook – patience, pain and payoff

Duration seconds: 1159
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/72

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Mar 4, 2026 · not_requested

#70 War risk and oil spikes: Shock, sell-off… or opportunity?

Duration seconds: 784
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/71

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Feb 27, 2026 · not_requested

#69 Goldilocks or false dawn?

Duration seconds: 995
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/69

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Feb 26, 2026 · not_requested

#68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.

Duration seconds: 1119
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/70

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Feb 17, 2026 · not_requested

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

Duration seconds: 419
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/67-sona-infrastructure-at-the-heart-of-sas-growth-plan

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Feb 13, 2026 · not_requested

#66 SA Infrastructure: the dawn of reform

Duration seconds: 612
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/66

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Feb 6, 2026 · not_requested

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

Duration seconds: 628
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/65

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Feb 5, 2026 · not_requested

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

Duration seconds: 648
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/64

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Jan 29, 2026 · not_requested

#63 US rates on hold, questions in motion

Duration seconds: 507
Source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/63-rates-on-hold-questions-in-motion

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