Episode

#80 The art of sleeping when markets can't

Podcast: The Investment Perspective, with Ninety One
Published: May 5, 2026
Duration seconds: 1189
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Summary

Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, from the ripple effects of the Strait of Hormuz closure to the AI arms race and explains how he navigates uncertainty without losing sleep. (Well, almost.) Hosted on Acast. See acast.com/privacy for more information.