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Ninety One | The Big Picture

Ninety One
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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

PublishesDailyEpisodes291Founded8 years ago
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Latest Episodes

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.

Hosted on Aca... more

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.

Hosted on Acast. See aca... more

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.

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

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Recent Guests

Sahil Matani
Director of Ninety One's Investment Institute
Ninety One
Episode: The end of an era? Dollar dominance in question
Elias Erickson
Portfolio Manager at Ninety One
Ninety One
Episode: 2025 Investment views | Navigating a diverse range of opportunities
Dharpan Hara
Portfolio manager for Multi Asset Credit
Ninety One
Episode: 2025 Investment views | Build defences and diversify your income sources
Philip Saunders
Director of the Investment Institute at Ninety One
Ninety One
Episode: US election: A clear cut result, but what does it mean for the economy?
Jason Borbora-Sheen
Portfolio manager at Ninety One
Ninety One
Episode: Has inflation bottomed?
Nikki Gwilliam-Beeharee
A representative from the World Benchmarking Alliance
World Benchmarking Alliance
Episode: Addressing digital inclusion challenges
John Stopford
Head of multi-asset income at Ninety One in London.
Ninety One
Episode: Central banks start to ease off the brakes

Hosts

Sangeeth Sewnath
Head of the Americas Business.
Jennifer Ford
Portfolio Specialist.
Ellie Clapton
Portfolio Specialist working across natural resources, multi-asset and sustainable equity capabilities.

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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Talking Tariffs
Q: What signals should we look for going forward regarding tariffs?
Key negotiation deadlines and public opinion will influence presidential behavior towards tariffs and dictate future market responses.
Talking Tariffs
Q: What lessons can we learn from history regarding tariffs?
The US has a significant history with tariffs, and understanding these lessons is vital for gauging market evolution in the future.
Talking Tariffs
Q: How are you and the team really thinking about the impact of tariffs on different countries?
Tariffs are one factor in a broader framework; we consider the risk of countries being tariffed and their vulnerability to tariffs through a structured analysis.
Is sticky inflation ruining the party?
Q: Has very recent results affected your ideas on strategy for 2024?
John has become incrementally more cautious about chasing the rally, particularly focusing on markets with better inflation and growth confidence.
Is sticky inflation ruining the party?
Q: Do you think that market participants got ahead of themselves and pushed the markets, as I described in my introduction, to new record highs, equity markets, that is, and now they're overreacting on the downside?
John suggests that markets tend to overshoot and undershoot, indicating the recent correction could be too early to conclude as over.

Audience Metrics

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Frequently Asked Questions About Ninety One

What is Ninety One about and what kind of topics does it cover?

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

How many episodes of Ninety One are there?

Ninety One launched 8 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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What guests have appeared on Ninety One?

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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