{"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":"#73 Central banks on edge: when war rewrites the rate outlook","slug":"73-central-banks-on-edge-when-war-rewrites-the-rate-outlook","published_at":"2026-03-17T08:05:33+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook","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/73","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69b8e63cb5ba12a227b56b90/media.mp3","summary":"Just as central banks looked set on a path to easier policy, geopolitics has thrown a wrench into the plan. With conflict in the Middle East driving energy prices higher and clouding the inflation outlook, Jason Borbora-Sheen explains why rate cuts are being repriced, why different central banks will respond differently, and why, despite all the noise, markets have remained surprisingly resilient. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Just as central banks looked set on a path to easier policy, geopolitics has thrown a wrench into the plan. With conflict in the Middle East driving energ…","key_points":[],"chapters":[],"topics":[],"duration_seconds":790,"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/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook/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-7065967/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}