Ninety One | The Big Picture
By Ninety One
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Category: Investing
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Episodes: 261
Description
A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.
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| Episode | Date |
|---|---|
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India's sustainable future
|
May 01, 2024 |
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Is sticky inflation ruining the party?
|
Apr 23, 2024 |
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A new capex supercycle
|
Apr 17, 2024 |
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Does the commodity rally have legs?
|
Apr 11, 2024 |
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Central banks in focus
|
Mar 13, 2024 |
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Mining Indaba – a barometer for the resources sector
|
Feb 15, 2024 |
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Macroscope: Long the yen against the euro
|
Feb 06, 2024 |
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China may emerge from the doldrums - 2024 Investment Views
|
Jan 31, 2024 |
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Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views
|
Jan 23, 2024 |
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EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views
|
Jan 18, 2024 |
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EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views
|
Jan 16, 2024 |
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Emerging markets equities: are the dark clouds starting to part? - 2024 Investment Views
|
Jan 11, 2024 |
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Volatility is creating opportunities - 2024 Investment Views
|
Jan 08, 2024 |
|
It’s time to rethink fixed income - 2024 Investment Views
|
Dec 21, 2023 |
|
Finance’s evolving role in achieving net zero - 2024 Investment Views
|
Dec 18, 2023 |
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COP28: The climate challenge is still daunting, but COP28 offered hope
|
Dec 12, 2023 |
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EM Equities: are the dark clouds starting to part? - 2024 Investment Views
|
Dec 11, 2023 |
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Emerging markets: favourable currents strengthening beneath choppy waters - 2024 Investment Views
|
Dec 06, 2023 |
|
Positioning for the next cycle - 2024 Investment Views
|
Nov 30, 2023 |
|
The acceleration towards a multipolar world
|
Nov 07, 2023 |
|
Agriculture is vast, varied, and vital
|
Oct 27, 2023 |
|
The AI opportunity
|
Oct 25, 2023 |
|
Is cash really king? It’s not a yes or no question argues Jason Borbora-Sheen
|
Oct 19, 2023 |
|
Tackling the sustainable investment sentiment shift
|
Oct 12, 2023 |
|
Global natural resources equities: the growth opportunity that markets are (still) missing
|
Oct 10, 2023 |
|
How worried should investors be about the debt-fuelled bet on US Treasuries?
|
Oct 02, 2023 |
|
Oil and the price equation
|
Sep 14, 2023 |
|
Behind the scenes at Jackson Hole
|
Sep 01, 2023 |
|
Phillip Saunders | Is the dollar’s status as reserve currency of the world under threat?
|
Jul 26, 2023 |
|
Mapping the sustainable growth journey in China and Korea: Sustainability with Substance
|
Jul 14, 2023 |
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Summertime blues in the oil market
|
Jul 11, 2023 |
|
India’s sustainable future: Sustainability with Substance
|
Jul 03, 2023 |
|
Embracing the transition opportunity in emerging markets
|
Jun 29, 2023 |
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Adapting to a new reality
|
Jun 28, 2023 |
|
Thinking beyond bonds: from the multi-asset income desk
|
Jun 26, 2023 |
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UK savings platforms: a diamond in the rough
|
Jun 13, 2023 |
|
Transition talks: Bridget Beals, Co-Head of Climate Risk & Strategy at KPMG
|
Jun 06, 2023 |
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Fixed income isn't necessarily the best way to deliver bond-like outcomes | John Stopford
|
May 23, 2023 |
|
South Africa update - Capturing cyclical opportunities in a resurgent Asia
|
May 17, 2023 |
|
Public and private collaboration critical to solving for SDGs
|
Apr 25, 2023 |
|
Macro round-up | Jason Borbora-Sheen
|
Apr 19, 2023 |
|
China's self-sufficiency opportunity
|
Apr 13, 2023 |
|
A disorderly transition
|
Apr 03, 2023 |
|
What the collapse of SVB means for investors
|
Mar 27, 2023 |
|
UK update - In conversation with Barnett Waddingham: how has the Investment Consulting industry changed?
|
Mar 23, 2023 |
|
Why gold has regained some of its lustre
|
Mar 22, 2023 |
|
SVB Financial – a consequence of exiting false equilibrium
|
Mar 16, 2023 |
|
What the inverted yield curve foretells
|
Mar 14, 2023 |
|
International Energy Week: the focus on transition
|
Mar 03, 2023 |
|
Inflation – ‘sticky’ for longer?
|
Feb 27, 2023 |
|
South Africa update | Can the Budget be bold enough?
|
Feb 23, 2023 |
|
How can mining in Africa bolster the energy transition?
|
Feb 16, 2023 |
|
US - recession or not? | Jason Borbora-Sheen
|
Feb 10, 2023 |
|
Russell Silberston | Forget February, focus on March
|
Feb 06, 2023 |
|
Tactical opportunities, but caution is the watchword
|
Dec 14, 2022 |
|
Semiconductors: an industry shaping the modern world
|
Dec 13, 2022 |
|
Reset creates opportunities
|
Dec 08, 2022 |
|
Tailwinds strengthen for climate-solutions providers
|
Dec 07, 2022 |
|
Investors need to read the ‘ESG’ label carefully
|
Dec 05, 2022 |
|
EM outlook: deep discounts and heightened diversity provide a rich hunting ground
|
Nov 30, 2022 |
|
2023 Outlook: A time of culmination
|
Nov 23, 2022 |
|
Why not to be enthusiastic off of recent US data - Jason Borbora-Sheen
|
Nov 11, 2022 |
|
South Africa update: perception versus reality
|
Nov 10, 2022 |
|
Implementing sustainability views in investment portfolios
|
Oct 21, 2022 |
|
UK markets – what can history teach us?
|
Sep 30, 2022 |
|
As inflation continues to remain stubbornly hot, central banks are scrambling to cool it down
|
Sep 23, 2022 |
|
Commodities conundrum
|
Sep 20, 2022 |
|
Predictions debunked, Greenback soars, what are the implications for the global economy?
|
Sep 13, 2022 |
|
Six reasons to revisit Chinese equities
|
Sep 06, 2022 |
|
Macroscope: Neutral matters
|
Aug 24, 2022 |
|
The Fed hikes, but what lies ahead?
|
Aug 09, 2022 |
|
Is recession the price to pay for taming inflation? | Russell Silberston
|
Aug 02, 2022 |
|
Has inflation peaked? | Iain Cunningham
|
Jul 26, 2022 |
|
Ninety One runs the Tusk Lewa Safari Marathon
|
Jul 22, 2022 |
|
Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India
|
Jul 18, 2022 |
|
What does sustainable investing actually mean? | Global Insights
|
Jun 29, 2022 |
|
Is it too late for central banks to raise interest rates?
|
Jun 22, 2022 |
|
Why are the fundamentals behind short term movements so crucial? | Philip Saunders
|
Jun 20, 2022 |
|
What is the market not getting right? | Global Insights
|
Jun 15, 2022 |
|
What Australia’s election result tells sovereign investors about climate risk | Michael Spinks
|
May 31, 2022 |
|
Navigating the markets in an upside-down world | Global Insights
|
May 27, 2022 |
|
Assessing global supply chain constraints in the technology and industrials sectors
|
May 23, 2022 |
|
Inside Track: Interview with Mercer’s Indira Sabitova on sustainable investing
|
May 13, 2022 |
|
From the Multi-Asset Desk: Why investors are watching the yield curve closely
|
May 10, 2022 |
|
Russell Silberston | Central banks have awoken
|
May 06, 2022 |
|
Graeme Baker | Time to get our houses in order for the energy transition
|
May 05, 2022 |
|
John Stopford | Selling in May?
|
Apr 27, 2022 |
|
Macroscope: Russia’s war on Ukraine is shifting the investment landscape
|
Apr 21, 2022 |
|
From the Multi-Asset Desk
|
Mar 24, 2022 |
|
Russell Silberston | Raising interest rates! What is the prediction for the future?
|
Mar 18, 2022 |
|
What’s driving gold?
|
Mar 15, 2022 |
|
Iain Cunningham | The Chinese have pivoted and no one else has noticed
|
Feb 28, 2022 |
|
Investment Institute | China’s tech revolution - unprecedented scale, mixed results
|
Feb 21, 2022 |
|
John Stopford | Capturing resilient income during turbulent times
|
Feb 11, 2022 |
|
Tom Nelson | Investing in energy in a decarbonising world
|
Feb 03, 2022 |
|
Tiger, tiger! | What investors can expect in the Chinese New Year
|
Jan 26, 2022 |
|
Natural resources | 2022 Investment Views
|
Dec 16, 2021 |
|
Multi-Asset income | 2022 Investment Views
|
Dec 15, 2021 |
|
Quality equities | 2022 Investment Views
|
Dec 14, 2021 |
|
Global credit | 2022 Investment Views
|
Dec 09, 2021 |
|
Sustainability in EMD investing | 2022 Investment Views
|
Dec 08, 2021 |
|
Emerging market corporate debt | 2022 Investment Views
|
Dec 07, 2021 |
|
George Cheveley | Gold’s value in a not-so-golden age
|
Dec 06, 2021 |
|
Chinese equities | 2022 Investment Views
|
Dec 02, 2021 |
|
Global Environment | 2022 Investment Views
|
Dec 01, 2021 |
|
Sustainability | 2022 Investment Views
|
Nov 30, 2021 |
|
Global outlook | 2022 Investment Views
|
Nov 25, 2021 |
|
Emerging Market outlook | 2022 Investment Views
|
Nov 25, 2021 |
|
CEO perspective | 2022 Investment Views
|
Nov 24, 2021 |
|
George Cheveley | Out with the old and in with the new, or is it?
|
Nov 01, 2021 |
|
Philip Saunders | The Fed’s tapering conundrum, and China’s divergent path
|
Sep 16, 2021 |
|
Russell Silberston | Is US inflation transitory?
|
Aug 19, 2021 |
|
Philip Saunders | The Chinese punchbowl and the last dance
|
Jul 19, 2021 |
|
Wenchang Ma | What does China's Communist Party's 100th anniversary mean for investors?
|
Jul 12, 2021 |
|
Ninety One’s position on net zero
|
Jul 08, 2021 |
|
George Cheveley | Gold outlook and why the fall in price
|
Jun 28, 2021 |
|
South Africa – is the glass half full?
|
Jun 16, 2021 |
|
Why is China's recent economic data startling some investors?
|
Jun 10, 2021 |
|
Philip Saunders | post-Brexit recap and UK growth rate round-up
|
Jun 03, 2021 |
|
Outlook for inflation and commodity prices
|
May 17, 2021 |
|
Sometimes Ben Graham, sometimes Warren Buffett
|
May 05, 2021 |
|
US infrastructure and looking ahead to the second quarter
|
Apr 12, 2021 |
|
An introduction to the Road to 2030 project
|
Apr 08, 2021 |
|
John Stopford | Central bank pronunciations
|
Mar 29, 2021 |
|
Philip Saunders on rising bond yields and sector rotation
|
Mar 16, 2021 |
|
Ox tales: Riding China's green wave
|
Mar 01, 2021 |
|
Ox tales: China's tech appeal
|
Feb 19, 2021 |
|
John Stopford on inflation: a ‘perfect storm’
|
Feb 16, 2021 |
|
Ox tales: Economic trends to watch
|
Feb 10, 2021 |
|
Ox tales: For income, China bonds yield to (almost) none
|
Feb 08, 2021 |
|
Simon Brazier on post-Brexit Britain
|
Jan 20, 2021 |
|
Meaningful action urgently needed to clean up the supply side energy system
|
Dec 02, 2020 |
|
Looking through the US election
|
Nov 27, 2020 |
|
Behavioural bias - Tune in and turn off the noise
|
Nov 27, 2020 |
|
US elections: John Stopford discusses the outlook for investors
|
Nov 17, 2020 |
|
Part 2 | Michael Power’s most thought provoking questions
|
Nov 02, 2020 |
|
Part 1 | Michael Power’s most thought provoking questions
|
Nov 01, 2020 |
|
From coal to carbon free in forty years, and what it means for investing in China
|
Oct 19, 2020 |
|
EM corporate debt - a market overview
|
Oct 01, 2020 |
|
South Africa update: Rates on hold
|
Sep 19, 2020 |
|
Philip Saunders - market reaction to Fed
|
Sep 18, 2020 |
|
Why Invest in Europe's Recovery?
|
Sep 11, 2020 |
|
Jeremy Gardiner: Taking Stock in 2020
|
Sep 03, 2020 |
|
John Stopford on thriving in an income desert
|
Aug 23, 2020 |
|
Philip Saunders - Will growth assets continue to grind higher?
|
Aug 14, 2020 |
|
The future of work
|
Aug 05, 2020 |
|
All things China with Michael Power
|
Jul 23, 2020 |
|
Inflation vs disinflation
|
Jul 16, 2020 |
|
Making an impact – Global Environment Impact Report released
|
Jul 02, 2020 |
|
Emerging Markets: looking at the road to recovery
|
Jun 26, 2020 |
|
Low-carbon lowdown with Deirdre Cooper
|
Jun 17, 2020 |
|
Ninety One SA Recovery Fund launches
|
Jun 11, 2020 |
|
COVID-19: the return of the state - The Great Shutdown series
|
Jun 04, 2020 |
|
Under pressure: The International Monetary and Financial System - The Great Shutdown series
|
May 28, 2020 |
|
Hendrik du Toit: our strategy remains consistent
|
May 21, 2020 |
|
Will the pandemic spur deglobalisation? - The Great Shutdown series
|
May 15, 2020 |
|
The power of a secure base
|
May 13, 2020 |
|
Dealing with the debt burden - The Great Shutdown series
|
May 06, 2020 |
|
Where to from here? – Philip Saunders on COVID-19
|
Apr 22, 2020 |
|
Fast and furious: policymakers respond to COVID-19
|
Apr 20, 2020 |
|
Why South Africa needs a stimulus plan – Nazmeera Moola
|
Apr 16, 2020 |
|
Hendrik du Toit: investing for a world of change
|
Apr 08, 2020 |
|
COVID-19: where does decarbonisation go from here?
|
Apr 07, 2020 |
|
Hendrik du Toit on becoming Ninety One
|
Mar 20, 2020 |
|
Japan by the numbers
|
Feb 21, 2020 |
|
Positive mood at Mining Indaba
|
Feb 10, 2020 |
|
South Africa’s ratings balancing act - South Africa update
|
Feb 07, 2020 |
|
Planetary Pulse: making pensions greener - UK update
|
Jan 27, 2020 |
|
South Africa update: a look at the SARB rate cute
|
Jan 20, 2020 |
|
Is 2020 the year of differentiation for emerging markets? – Investment Views 2020
|
Dec 19, 2019 |
|
Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020
|
Dec 10, 2019 |
|
Counting on resilience rather than monetary stimulus – Investment Views 2020
|
Dec 06, 2019 |
|
2020 outlook – what a relief?
|
Dec 03, 2019 |
|
Rural China: the next half-billion
|
Nov 18, 2019 |
|
Chris Freund’s quarterly review: SA confidence to improve slowly
|
Oct 14, 2019 |
|
Quarterly review with Philip Saunders: recession watch
|
Oct 11, 2019 |
|
John Stopford reviews Fed cut
|
Sep 20, 2019 |
|
South Africa’s welcome GDP surprise
|
Sep 04, 2019 |
|
Recession watch
|
Sep 01, 2019 |
|
Brexit: latest market reaction
|
Aug 29, 2019 |
|
Reaction to Fed minutes
|
Aug 22, 2019 |
|
Decarbonisation: a just transition
|
Aug 20, 2019 |
|
Argentina’s shock result unpacked
|
Aug 13, 2019 |
|
Renminbi trade war escalation
|
Aug 06, 2019 |
|
Fed reaction: searching for a soft landing
|
Aug 01, 2019 |
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UK update: seeking clarity
|
Jul 25, 2019 |
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The trade war in numbers
|
Jul 24, 2019 |
|
South Africa update: A fixed perspective
|
Jul 17, 2019 |
|
US/China relations: from trade war to tech war
|
Jul 03, 2019 |
|
Sustainability and Satellites
|
Jun 28, 2019 |
|
Central banks brought into focus
|
Jun 21, 2019 |
|
The last hurrah?
|
Jun 11, 2019 |
|
South Africa’s Cabinet balancing act
|
Jun 03, 2019 |
|
Sell in May and go away?
|
May 23, 2019 |
|
South African elections: a time to take bold moves
|
May 16, 2019 |
|
Trade war: who holds the stronger hand?
|
May 10, 2019 |
|
Central bank focus
|
May 03, 2019 |
|
Tackling one of humanity’s greatest challenges
|
Apr 30, 2019 |
|
‘Dedollarisation’ – how a global currency shift may surprise investors
|
Apr 24, 2019 |
|
Why China now?
|
Apr 10, 2019 |
|
The clock is ticking
|
Apr 04, 2019 |
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Death, taxes and the inverted yield-curve
|
Mar 29, 2019 |
|
Investing for a better tomorrow
|
Mar 26, 2019 |
|
South Africa update: Taking Stock in 2019
|
Mar 18, 2019 |
|
Brexit update: searching for clarity
|
Mar 13, 2019 |
|
South Africa update: sober budget weighed down by Eskom
|
Feb 22, 2019 |
|
South East Asia’s new dynamic
|
Feb 19, 2019 |
|
Mining Indaba: A few days of optimism
|
Feb 12, 2019 |
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Seeking greater certainty in uncertain times
|
Feb 08, 2019 |
|
An emerging 2019
|
Feb 04, 2019 |
|
UK update: Brexit defeat – what next?
|
Jan 16, 2019 |
|
Investment Views 2019: Evolving and expanding ESG focus
|
Dec 20, 2018 |
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Investment Views 2019: Looking through Brexit
|
Dec 17, 2018 |
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Investment Views 2019: Growth, consolidation and reforms for emerging markets
|
Dec 13, 2018 |
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Investment Views 2019: Is this the moment of truth?
|
Dec 12, 2018 |
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Investment Views 2019: Stay selective
|
Dec 10, 2018 |
|
Investment Views 2019: A defensive stance
|
Dec 06, 2018 |
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Investment Views 2019: China bonds in a sweet spot
|
Dec 04, 2018 |
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Investment Views 2019: From tailwinds to headwinds
|
Nov 29, 2018 |
|
The Brexit opportunity
|
Nov 19, 2018 |
|
South Africa update: Summer is coming
|
Nov 12, 2018 |
|
UK update: Seemingly rosy budget but Brexit looms
|
Oct 31, 2018 |
|
The changing face of China
|
Oct 24, 2018 |
|
Bull market’s trade-war strain
|
Oct 18, 2018 |
|
Emerging views on Brazil elections
|
Oct 15, 2018 |
|
Beyond the AI hype
|
Oct 02, 2018 |
|
Debt and demographics
|
Sep 27, 2018 |
|
China no longer a copy-cat economy
|
Sep 19, 2018 |
|
The third energy transition
|
Sep 14, 2018 |
|
Lehman’s collapse – what did we learn?
|
Sep 05, 2018 |
|
Quo vadis the longest (but most hated) bull market in history?
|
Aug 28, 2018 |
|
The state of gold
|
Aug 22, 2018 |
|
The trouble with Turkey
|
Aug 15, 2018 |
|
UK’s record dividend haul
|
Aug 10, 2018 |
|
Central banks in focus
|
Jul 31, 2018 |
|
United States by numbers
|
Jul 25, 2018 |
|
A trade war is not the only risk
|
Jul 05, 2018 |
|
A case for Chinese bonds
|
Jun 18, 2018 |
|
Mining opportunity
|
Jun 13, 2018 |
|
We need to talk about China
|
Jun 05, 2018 |
|
Sharp focus on Italy
|
May 31, 2018 |
|
The credit crossroads
|
Mar 08, 2018 |
|
A quiet recovery
|
Dec 07, 2017 |
|
Selectivity key for 2018
|
Dec 01, 2017 |
|
The future of energy
|
Nov 10, 2017 |
|
Reaction to the BoE's decision to raise rates
|
Nov 03, 2017 |
|
Rise of the electric vehicle
|
Nov 01, 2017 |
|
The People’s Congress
|
Oct 26, 2017 |
|
A journey around the globe
|
Oct 17, 2017 |
|
China’s new paradigm
|
Oct 11, 2017 |
|
South Africa update: The clock is ticking
|
Sep 20, 2017 |
|
European roundup
|
Sep 14, 2017 |
|
UK update: Brexit blame game
|
Sep 07, 2017 |
|
The currency factor
|
Sep 01, 2017 |
|
Correlation Fixation
|
Aug 23, 2017 |
|
Europe in focus
|
Aug 21, 2017 |
|
South Africa update: Cabinet reshuffle 4 months on
|
Aug 11, 2017 |
|
Global market view
|
Aug 02, 2017 |
|
Inflation watch
|
Jul 19, 2017 |
|
A soft landing
|
Jul 18, 2017 |
|
Winds of change
|
Jul 12, 2017 |