{"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":"#69 Goldilocks or false dawn?","slug":"69-goldilocks-or-false-dawn","published_at":"2026-02-27T14:08:46+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/69-goldilocks-or-false-dawn","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/69","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69a00004d15b2c2a1286143e/media.mp3","summary":"After a year in which tariffs failed to ignite inflation and both bonds and equities surprised on the upside, investors are reassessing the outlook. With global growth resilient, inflation cooling and the dollar gradually weakening, David Knee explains why the “Goldilocks” backdrop still supports risk assets. The real challenge for 2026 may not be that conditions are perfect but recognising that – for now – they’re good enough. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"After a year in which tariffs failed to ignite inflation and both bonds and equities surprised on the upside, investors are reassessing the outlook. With…","key_points":[],"chapters":[],"topics":[],"duration_seconds":995,"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/69-goldilocks-or-false-dawn/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-7065967/69-goldilocks-or-false-dawn.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}