# The Investment Perspective, with Ninety One

Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967
Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967.md
RSS feed: https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3
Official site: http://www.ninetyone.com
Author: Ninety One
Episodes: 97

## Resource

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.

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## Episodes
- [#97 The Fed's new chair just showed markets he'd rather they guess](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/97-the-fed-s-new-chair-just-showed-markets-he-d-rather-they-guess) — 2026-07-30T13:55:00+00:00
- [#96 After SARB surprises, all eyes turn to hawkish Fed](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed) — 2026-07-28T06:55:57+00:00
- [#95 Two scoreboards: why SA credit holds up while the economy limps](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps) — 2026-07-20T08:23:55+00:00
- [#94 Growth is no longer the enemy: inside Warsh's Fed](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/94-growth-is-no-longer-the-enemy-inside-warsh-s-fed) — 2026-07-17T10:21:46+00:00
- [#93 South African value is priced like a distress sale, and the bond market disagrees](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/93-south-african-value-is-priced-like-a-distress-sale-and-the-bond-market-disagrees) — 2026-07-13T11:01:15+00:00
- [#92 Beyond the index giants: the case for active EM](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/92-beyond-the-index-giants-the-case-for-active-em) — 2026-07-03T11:06:50+00:00
- [#91 The dollar's reversal: from debasement fears to strength](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/91-the-dollar-s-reversal-from-debasement-fears-to-strength) — 2026-06-30T10:06:52+00:00
- [#90 Oil is falling, but South Africa's inflation fight is far from over](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/90-oil-is-falling-but-south-africa-s-inflation-fight-is-far-from-over) — 2026-06-23T15:18:13+00:00
- [#89 Peace plan, messy reality: commodities after Iran deal](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/89-peace-plan-messy-reality-commodities-after-iran-deal) — 2026-06-17T11:49:37+00:00
- [#88 When the rule book no longer applies](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/88-when-the-rule-book-no-longer-applies) — 2026-06-11T07:35:45+00:00
- [#87 The $1.75 trillion question: an IPO that could change everything](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/87-the-1-75-trillion-question-an-ipo-that-could-change-everything) — 2026-06-05T06:16:30+00:00
- [#86 Holding its nerve: how SA is weathering the oil shock](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/86-holding-its-nerve-how-sa-is-weathering-the-oil-shock) — 2026-06-04T06:41:56+00:00
- [#85 A 4% wake-up call: reading the SARB's next move](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/85-a-4-wake-up-call-reading-the-sarb-s-next-move) — 2026-05-21T13:51:41+00:00
- [#84 Beyond the index: why concentration risk may be active management's biggest opportunity](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity) — 2026-05-19T14:03:13+00:00
- [#83 A very tight strait. Can oil get to $150?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/83-a-very-tight-strait-can-oil-get-to-150) — 2026-05-18T07:13:04+00:00
- [#82 Who really controls the Fed?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/82-who-really-controls-the-fed) — 2026-05-08T09:50:37+00:00
- [#81 The 5% problem: why bonds are back in the conversation](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/81-the-5-problem-why-bonds-are-back-in-the-conversation) — 2026-05-06T14:16:22+00:00
- [#80 The art of sleeping when markets can't](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/80-the-art-of-sleeping-when-markets-can-t) — 2026-05-05T08:20:18+00:00
- [#79 When private credit flips the script](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/79-when-private-credit-flips-the-script) — 2026-04-20T08:32:42+00:00
- [#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/78-cash-talk-flac-decoded-what-sa-s-new-bank-debt-means-for-fixed-income-investors) — 2026-04-16T10:49:17+00:00
- [#77 When the taps run dry: the real story behind South Africa’s water crisis](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/77-when-the-taps-run-dry-the-real-story-behind-south-africa-s-water-crisis) — 2026-04-14T07:32:12+00:00
- [#76 Bond market shock: panic or opportunity?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/76-bond-market-shock-panic-or-opportunity) — 2026-04-09T11:03:17+00:00
- [#75 Markets shaken, not broken: Middle East tensions](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions) — 2026-04-02T09:05:15+00:00
- [#74 When gold falls and oil calls the shots](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/74-when-gold-falls-and-oil-calls-the-shots) — 2026-03-27T09:44:28+00:00
- [#73 Central banks on edge: when war rewrites the rate outlook](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook) — 2026-03-17T08:05:33+00:00
- [#72 When geopolitics shuts the taps](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/72-when-geopolitics-shuts-the-taps) — 2026-03-10T07:45:51+00:00
- [#71 The Biccard playbook – patience, pain and payoff](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/71-the-biccard-playbook-patience-pain-and-payoff) — 2026-03-06T13:10:04+00:00
- [#70 War risk and oil spikes: Shock, sell-off… or opportunity?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity) — 2026-03-04T11:53:13+00:00
- [#69 Goldilocks or false dawn?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/69-goldilocks-or-false-dawn) — 2026-02-27T14:08:46+00:00
- [#68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio) — 2026-02-26T12:11:32+00:00
- [#67 SONA:  Infrastructure at the heart of SA’s growth plan](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan) — 2026-02-17T14:00:12+00:00
- [#66 SA Infrastructure: the dawn of reform](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/66-sa-infrastructure-the-dawn-of-reform) — 2026-02-13T11:44:47+00:00
- [#65 Dollar down: Halfway there or just getting started?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/65-dollar-down-halfway-there-or-just-getting-started) — 2026-02-06T11:43:36+00:00
- [#64 Gold at $5 000: Bubble blow-off or just getting started?](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/64-gold-at-5-000-bubble-blow-off-or-just-getting-started) — 2026-02-05T09:20:05+00:00
- [#63 US rates on hold, questions in motion](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/63-us-rates-on-hold-questions-in-motion) — 2026-01-29T14:15:27+00:00

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