{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"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.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.","slug":"68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio","published_at":"2026-02-26T12:11:32+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/70","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69a0285d1eb5ccf4566fe68b/media.mp3","summary":"The National Treasury delivered expenditure discipline, no new bailouts, and a third consecutive primary surplus. Jaco van Tonder discusses the expanded tax-free savings, retirement deductibility, CGT exclusions, and offshore allowances that create planning opportunities advisers should not ignore. Malcolm Charles explores how reduced weekly bond issuance, a rally in long-dated yields, and improving debt dynamics are reshaping the fixed-income opportunity set.  Hosted on Acast. See acast.com/privacy for more information.","meta_description":"The National Treasury delivered expenditure discipline, no new bailouts, and a third consecutive primary surplus. Jaco van Tonder discusses the expanded t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1119,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/68-from-election-fears-to-fiscal-discipline-what-budget-2026-means-for-your-portfolio/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}