The Investment Perspective, with Ninety One
Ninety OneDiscover 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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| Publishes | Weekly | Episodes | 60 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||
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Latest Episodes
The oil price is once again being shaped by forces far beyond the fundamentals of supply and demand. Geopolitics has re-entered the equation in a meaningful way, from instability in Venezuela to rising tensions in Iran. Layered onto this is Donald Tr... more
The JSE has delivered a standout year, led by resource names, but the real story, according to John Biccard, is only just starting. He explains why SA Inc is primed for a powerful re-rating, what the bond–equity divergence really tells us, and which ... more
The AI boom has turned the most cyclical parts of the market into perceived safe havens, while true defensives languish. Clyde Rossouw unpacks the tension between AI euphoria, a weakening consumer, and where genuine opportunities may actually lie.
H... more
From the surprise early announcement of a lower inflation target to reduced bond issuance and cautious revenue projections, Sisamkele Kobus and Adam Furlan discuss why the market’s reaction was upbeat, and how improved fiscal and monetary alignment c... more
Key Facts
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Apple Podcasts | #54 |  Belgium/Business/Investing |
Apple Podcasts | #85 |  South Africa/Business/Investing |
Apple Podcasts | #119 | South Africa/Business |
Apple Podcasts | #192 | Belgium/Business |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Focused on offering insights into investment strategies, this podcast covers a variety of topics including market dynamics, economic trends, and investment opportunities both locally in South Africa and globally. Notable discussions revolve around corporate cash management strategies in evolving interest rate environments, the implications of U.S. political actions on South African investments, and broader economic analyses that guide investors' decisions. Unique features of this podcast include expert guests such as portfolio managers and economic analysts from Ninety One, who share firsthand perspectives on both fixed income and equity investments, making it a valuable resource for anyone looking to enhance their investment knowledge in a... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Investec Focus Radio SA
2. MoneywebNOW
3. The Diary Of A CEO with Steven Bartlett
4. BizNews Radio
How many episodes of this podcast are there?
this podcast launched a year ago and published 60 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 this podcast?
Recent guests on this podcast include:
1. Hannes van den Berg
2. Malcolm Charles
3. Ruen Naidoo
4. Sisamkele Kobus
5. Jason Borbora-Sheen
6. John Biccard
7. Samantha Hartard
8. Janine Langenhoven
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