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 | 8 years ago |
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Categories | BusinessInvestingNewsBusiness News |
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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Apple Podcasts | #250 |
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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 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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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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