The Investment Perspective, with Ninety One
By Ninety One
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Category: Investing
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Episodes: 106
Description
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.
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| Episode | Date |
|---|---|
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#106 SA’s old economy is cashing in on the new economy's boom
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Sep 11, 2026 |
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#105 Munitions, multiples and midterms: the risks the markets might be missing now
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Sep 04, 2026 |
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#104 Bessent and Warsh at loggerheads: who controls the curve?
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Sep 03, 2026 |
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#103 The revenge of the old economy
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Aug 31, 2026 |
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#102 El Niño is brewing a third inflation shock, which markets have yet to price in
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Aug 24, 2026 |
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#101 South Africa's budget windfall is real. So is the discipline behind it
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Aug 19, 2026 |
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#100 Nvidia is cheaper than the S&P 500. Someone is wrong.
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Aug 13, 2026 |
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#99 AI's listing boom could end two decades of US equity tailwinds
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Aug 11, 2026 |
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#98 A coordinated yen rescue can't fix Japan's real rate problem
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Aug 05, 2026 |
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#97 The Fed's new chair just showed markets he'd rather they guess
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Jul 30, 2026 |
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#96 After SARB surprises, all eyes turn to hawkish Fed
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Jul 28, 2026 |
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#95 Two scoreboards: why SA credit holds up while the economy limps
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Jul 20, 2026 |
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#94 Growth is no longer the enemy: inside Warsh's Fed
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Jul 17, 2026 |
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#93 South African value is priced like a distress sale, and the bond market disagrees
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Jul 13, 2026 |
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#92 Beyond the index giants: the case for active EM
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Jul 03, 2026 |
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#91 The dollar's reversal: from debasement fears to strength
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Jun 30, 2026 |
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#90 Oil is falling, but South Africa's inflation fight is far from over
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Jun 23, 2026 |
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#89 Peace plan, messy reality: commodities after Iran deal
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Jun 17, 2026 |
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#88 When the rule book no longer applies
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Jun 11, 2026 |
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#87 The $1.75 trillion question: an IPO that could change everything
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Jun 05, 2026 |
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#86 Holding its nerve: how SA is weathering the oil shock
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Jun 04, 2026 |
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#85 A 4% wake-up call: reading the SARB's next move
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May 21, 2026 |
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#84 Beyond the index: why concentration risk may be active management's biggest opportunity
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May 19, 2026 |
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#83 A very tight strait. Can oil get to $150?
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May 18, 2026 |
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#82 Who really controls the Fed?
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May 08, 2026 |
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#81 The 5% problem: why bonds are back in the conversation
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May 06, 2026 |
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#80 The art of sleeping when markets can't
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May 05, 2026 |
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#79 When private credit flips the script
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Apr 20, 2026 |
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#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors
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Apr 16, 2026 |
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#77 When the taps run dry: the real story behind South Africa’s water crisis
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Apr 14, 2026 |
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#76 Bond market shock: panic or opportunity?
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Apr 09, 2026 |
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#75 Markets shaken, not broken: Middle East tensions
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Apr 02, 2026 |
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#74 When gold falls and oil calls the shots
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Mar 27, 2026 |
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#73 Central banks on edge: when war rewrites the rate outlook
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Mar 17, 2026 |
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#72 When geopolitics shuts the taps
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Mar 10, 2026 |
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#71 The Biccard playbook – patience, pain and payoff
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Mar 06, 2026 |
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#70 War risk and oil spikes: Shock, sell-off… or opportunity?
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Mar 04, 2026 |
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#69 Goldilocks or false dawn?
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Feb 27, 2026 |
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#68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.
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Feb 26, 2026 |
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#67 SONA: Infrastructure at the heart of SA’s growth plan
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Feb 17, 2026 |
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#66 SA Infrastructure: the dawn of reform
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Feb 13, 2026 |
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#65 Dollar down: Halfway there or just getting started?
|
Feb 06, 2026 |
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#64 Gold at $5 000: Bubble blow-off or just getting started?
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Feb 05, 2026 |
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#63 US rates on hold, questions in motion
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Jan 29, 2026 |
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#62 Keep calm and carry on yielding
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Jan 28, 2026 |
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#61 Could the momentum run out?
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Jan 22, 2026 |
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#60 Beyond supply and demand – how politics is driving oil prices
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Jan 14, 2026 |
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#59 Is SA Inc poised for a breakout?
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Dec 08, 2025 |
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#58 The dichotomy of defence: Are today’s safest bets tomorrow’s cyclical risks?
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Dec 02, 2025 |
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#57 MTBPS: Targets met, reforms on track
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Nov 13, 2025 |
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#56 Active expertise, now on the JSE
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Nov 12, 2025 |
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#55 Precious potential: why commodities still shine
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Oct 30, 2025 |
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#54 Private credit comes of age
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Oct 20, 2025 |
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#53 Cash Talk: The resilient rand – what’s driving it and how long can it last?
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Oct 15, 2025 |
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#52 Climbing the wall of worry – on market momentum and hidden value
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Oct 15, 2025 |
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#51 The Fed’s flip – why risk management could be a tailwind for equities
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Oct 13, 2025 |
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#50 The big 5-0: the best of the past year’s Investment Perspective
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Oct 02, 2025 |
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#49 From safe haven to supply crunch: what’s driving gold and copper
|
Sep 26, 2025 |
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#48 Fed cuts as expected, but strains are showing
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Sep 18, 2025 |
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#47 Cash Talk: Money market funds – now safer by design
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Sep 15, 2025 |
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#46 Why SA bonds are holding firm
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Sep 11, 2025 |
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#45 The ‘safe’ portfolio just got risky
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Sep 05, 2025 |
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#44 Bonds – anything but boring
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Aug 29, 2025 |
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#43 The price is (finally) right?
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Aug 29, 2025 |
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#42 Stagflation looms as next test for markets
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Aug 22, 2025 |
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#41 Infrastructure investment – aligning returns with impact
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Aug 18, 2025 |
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#40 Bond market round-up – from bright spots to red flags
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Aug 08, 2025 |
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#39 Decoding supply and demand dynamics in commodity surge
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Aug 06, 2025 |
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#38 Cash Talk: Cut and curveball.
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Aug 01, 2025 |
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#37 A narrow climb to an all-time high – can SA Inc. join the JSE rally?
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Jul 28, 2025 |
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#36 A turning point for the dollar?
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Jul 09, 2025 |
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#35 Cash Talk: Mid-year monetary pulse
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Jun 30, 2025 |
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#34 Oil, politics and uncertainty
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Jun 30, 2025 |
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#33 Fixed income – why the old rules no longer apply
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Jun 19, 2025 |
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#32 Cash Talk: Targeting 3% – an opportunity to catalyse economic growth
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Jun 06, 2025 |
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#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
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May 28, 2025 |
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#30 Third time’s the charm
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May 23, 2025 |
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#29 US approaches crunch point as debt soars
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May 21, 2025 |
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#28 A new investment reality takes shape
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May 14, 2025 |
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#27 Cash Talk: Why the SARB is holding back
|
May 09, 2025 |
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#26 Tariffs, OPEC and shale: Where oil and gas markets are headed in 2025
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Apr 30, 2025 |
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#25 Keeping your footing when markets feel like shifting sand
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Apr 30, 2025 |
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#24 Fact over fury: dissecting Trump’s first 100 days
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Apr 24, 2025 |
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#23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
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Apr 14, 2025 |
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#22 Europe warrants a revisit as market forces change
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Mar 19, 2025 |
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#21 Compromises and trade-offs as Godongwana delivers Budget 2.0
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Mar 13, 2025 |
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#20 Cash Talk: Jibar makes way for Zaronia – What it means for your cash investments
|
Mar 11, 2025 |
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#19 Trump, trade & tactics: what It means for SA investors
|
Mar 07, 2025 |
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#18 Gold and beyond – unpacking the commodities surge
|
Feb 26, 2025 |
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#17 Inflation: a pernicious longer-term problem?
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Feb 25, 2025 |
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#16 Why this environment calls for an active approach to managing fixed income assets
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Feb 11, 2025 |
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#15 Navigating politics and markets
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Feb 03, 2025 |
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#14 Central Banks make their monetary mark
|
Feb 03, 2025 |
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#13 SA - Optimism stages a (cautious) comeback
|
Jan 27, 2025 |
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#12 Why bond yields are soaring and what it means for income investors
|
Jan 17, 2025 |
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#11 Why 2025 requires a new investment playbook
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Jan 17, 2025 |
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#10 Defying the sceptics
|
Dec 12, 2024 |
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#9 What do earnings revisions tell us about the outlook for SA Inc?
|
Dec 03, 2024 |
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#8 Two-pot, rate cuts and Black Friday – is the retail sector poised for take-off?
|
Dec 02, 2024 |
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#7 Advisor pulse – clarifying two-pot uncertainty
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Nov 21, 2024 |
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#6 What reflationary policies mean for markets
|
Nov 18, 2024 |
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#5 Trump 2.0 – A remarkable resurrection
|
Nov 06, 2024 |
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#4 MTBPS – A boon for infrastructure?
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Oct 31, 2024 |
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#3 All that glitters?
|
Oct 25, 2024 |
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#2 Advisor pulse | Addressing clients burning questions
|
Oct 22, 2024 |
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#1 SA equities – time to shine?
|
Oct 18, 2024 |