
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 d... more
| Publishes | Daily | Episodes | 291 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Categories | BusinessBusiness NewsInvestingNews | ||||

Dollar cycles are longer than others because four self-reinforcing forces create inertia. They rarely reverse unless all four turn at once. Trump-era policies, fiscal strain and shifting global capital could trigger such a convergence.
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With tariffs becoming an increasingly unpredictable tool of US economic policy, Sangeeth Sewnath, Head of Americas, sits down with our experts Thys Louw and Sahil Mahtani to discuss how investors should approach tariff risk.
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With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explor... more
Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.
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As we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and f... more
Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.
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Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.
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Elias Erickson explains why international equities offer a diverse set of value-accretive businesses in an increasingly narrow market, presenting an attractive opportunity for active investors.
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This podcast presents a collection of insights and discussions led by investment professionals from Ninety One, focusing on contemporary issues in the financial markets. Episodes cover crucial investment themes such as trade tariffs, macroeconomic trends, central bank policies, and the geopolitical landscape influencing investment strategies for the upcoming years. Notably, discussions on emerging markets and sustainable investing are prevalent, with expert analyses on how global events shape market dynamics. Unique to this podcast is its ability to navigate complex financial topics while also addressing emerging trends and opportunities, making it valuable for finance professionals and serious investors seeking to deepen their understandin... more
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These podcasts share a similar audience with Ninety One:
1. The Money Show
2. Thoughts on the Market
3. On The Money
4. The Personal Investor
Ninety One launched 9 years ago and published 291 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Ninety One include:
1. Sahil Matani
2. Elias Erickson
3. Dharpan Hara
4. Philip Saunders
5. Jason Borbora-Sheen
6. Nikki Gwilliam-Beeharee
7. John Stopford
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