{"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":"#92 Beyond the index giants: the case for active EM","slug":"92-beyond-the-index-giants-the-case-for-active-em","published_at":"2026-07-03T11:06:50+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/92-beyond-the-index-giants-the-case-for-active-em","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/92","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a476cf52d7a15a97976cf85/media.mp3","summary":"After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from which an active portfolio could benefit.  Hosted on Acast. See acast.com/privacy for more information.","meta_description":"After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Mana…","key_points":[],"chapters":[],"topics":[],"duration_seconds":728,"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/92-beyond-the-index-giants-the-case-for-active-em/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-7065967/92-beyond-the-index-giants-the-case-for-active-em.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}