The Investment Perspective, with Ninety One Podcast Por Ninety One arte de portada

The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

De: Ninety One
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 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.

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Episodios
  • #29 US approaches crunch point as debt soars

    #29 US approaches crunch point as debt soars
    May 21 2025
    Moody’s, after some deliberation, joined its peers and knocked the US off its AAA perch. Markets seemingly shrugged it off, but it’s not that simple. John Stopford unpacks the implications, including why Trump’s Big Beautiful Bill’ could trigger a Truss-style trauma.

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    15 m
  • #28 A new investment reality takes shape

    #28 A new investment reality takes shape
    May 14 2025
    Ninety One’s 2025 Capital Market Assumptions was recently published based on data until the end of March, before the Trump tariff shock that so unnerved market participants. But as Daniel Morgan explains, many asset classes have already come full circle. Looking ahead, however, he anticipates a decade of modest returns where outperformance is unlikely to come from broad exposure alone, requiring investors to be more selective.

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    15 m
  • #27 Cash Talk: Why the SARB is holding back

    #27 Cash Talk: Why the SARB is holding back
    May 9 2025
    Inflation is under control in South Africa and the price of money surely set to fall. Despite an uncertain international backdrop, the SARB is expected to cut interest rates twice this year. Vivienne Taberer examines the case for cuts, why prices are behaving in South Africa and why the MPC is hawkish.

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    6 m
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