{"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":"#81 The 5% problem: why bonds are back in the conversation","slug":"81-the-5-problem-why-bonds-are-back-in-the-conversation","published_at":"2026-05-06T14:16:22+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/81-the-5-problem-why-bonds-are-back-in-the-conversation","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/81","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69fae6df82781c7c45bdc977/media.mp3","summary":"The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what a flattening curve signals for growth, whether equity valuations can hold and why he is selling into strength. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":592,"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/81-the-5-problem-why-bonds-are-back-in-the-conversation/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-7065967/81-the-5-problem-why-bonds-are-back-in-the-conversation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}