• The Investment Perspective, with Ninety One

  • By: Ninety One
  • Podcast

The Investment Perspective, with Ninety One

By: Ninety One
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  • 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.

    Hosted on Acast. See acast.com/privacy for more information.
    © 2023 Ninety One
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Episodes
  • #12 Why bond yields are soaring and what it means for income investors

    #12 Why bond yields are soaring and what it means for income investors
    Jan 17 2025
    According to a major American bank the US bond market is in the sixth year of the third great bear market since 1790. But in September of 2024, the tide appeared to turn, before stubborn inflation and a robust US economy knocked the bulls off their perch. Add to that the threat of tariffs and suddenly it’s bear business as usual. Jason Borbora-Sheen unwraps a complicated asset class and sets out where opportunities lie for income investors.

    Hosted on Acast. See acast.com/privacy for more information.
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    15 mins
  • #11 Why 2025 require a new investment playbook

    #11 Why 2025 require a new investment playbook
    Jan 17 2025
    With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. Opportunities abound, but Philip Saunders argues 2025 requires a new investment playbook. He explores where the smart capital will be heading – and where the pitfalls lie. A long, comprehensive and essential listen.

    Hosted on Acast. See acast.com/privacy for more information.
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    27 mins
  • #10 Defying the sceptics

    #10 Defying the sceptics
    Dec 12 2024
    Any review of asset-class performance in 2024 would doubtless headline ‘Big Tech’, Bitcoin and geopolitics. But delving below the headline grabbers are unloved stocks that have surprised the sceptics. And to great effect. John Biccard discusses his big call ahead of the May 29th elections, how that played out and where he’s seeking opportunity now.

    Hosted on Acast. See acast.com/privacy for more information.
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    23 mins

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