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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Publishes | Twice weekly | Episodes | 49 | Founded | a year ago |
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Number of Listeners | Categories | BusinessInvestingManagement |
Gold has surged past $3 700 an ounce and copper is climbing on tightening supply. From record central bank buying and ETF flows to mining disruptions and the spectre of a dollar bear market,
George Cheveley unpacks the forces reshaping precious and b... more
The Fed’s 0.25% cut landed as expected, but markets are left weighing a more complicated picture: cooling jobs, stubborn inflation, and a divided FOMC. Philip Saunders unpacks what the move really signals and where opportunity can be found amid the n... more
Money market funds remain a cornerstone of the global financial system, prized for their liquidity and stability. Yet history has shown they are not immune to stress, with mismatches between investor redemptions and underlying assets occasionally exp... more
Developed market bonds have had a turbulent year, buffeted by deficits, politics and policy uncertainty. Enter South African bonds. In contrast, they’ve been a bastion of relative calm, supported by orthodox fiscal and monetary policy. Ruen Naidu unp... more
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Apple Podcasts | #38 | |
Apple Podcasts | #104 |
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Episodes typically revolve around investment strategies, market analyses, and insights into both local and global economic trends, particularly with a focus on the South African economy. Noteworthy discussions include the implications of monetary policies, inflation dynamics, and the evolving landscape for equities and fixed income assets in response to political and economic shifts globally. The podcast features expert guests from finance, providing listeners with a comprehensive understanding of how global market forces impact investments in South Africa and beyond, making it particularly valuable for investors seeking to adapt their strategies in a constantly changing environment.
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this podcast launched a year ago and published 49 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 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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