{"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":"#84 Beyond the index: why concentration risk may be active management's biggest opportunity","slug":"84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity","published_at":"2026-05-19T14:03:13+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity","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/84","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a0c08e9fd0523152a5bfc97/media.mp3","summary":"Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the JSE, and explains why these conditions may be creating some of the most compelling opportunities for active management in years . Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":681,"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/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity/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-7065967/84-beyond-the-index-why-concentration-risk-may-be-active-management-s-biggest-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}