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.
Ninety One is an authorised financial services provider.
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| Publishes | Twice weekly | Episodes | 89 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||
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Latest Episodes
The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer shock still working through the... more
AI is reshaping the US economy in ways that confound historical precedent. Philip Saunders makes sense of a market landscape where growth is real but uneven, inflation risks are manageable but not absent, and the old playbook may no longer be enough.... more
The SpaceX IPO is just the opening act. With Anthropic and OpenAI close behind, Anton du Plooy considers what a wave of trillion-dollar listings means for markets, and for the investors who have to decide what to do about them.
Hosted on Acast. See ... more
The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up, and how long South Africa can ... more
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Apple Podcasts | #90 |  South Africa/Business/Investing |
Apple Podcasts | #173 |  United Arab Emirates/Business/Investing |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Episodes in this series focus on macro markets, geopolitics, and asset allocation through the lens of a South Africa–rooted global asset manager. Conversations routinely center on how central bank policies, energy prices, and geopolitical tensions influence inflation, growth, and investment opportunities across regions. Frequent threads include the interplay between policy signals and market pricing, the outlook for commodities (especially oil and precious metals), and the investment implications of infrastructure, fiscal policy, and currency dynamics. A distinctive angle is the firm's emphasis on disciplined positioning and scenario planning amid volatility, with guests who provide practical market insight and forward-looking asset allocat... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. MoneywebNOW
2. The Money Show
3. BizNews Radio
4. In Good Company with Nicolai Tangen
5. Capital Allocators – Inside the Institutional Investment Industry
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 89 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. Philip Saunders
2. Anton du Plooy
3. Siobhan Simpson
4. Sumesh Chetty
5. Alper Kilic
6. Lisa McLeod
7. Stefan Naidoo
8. Tshipiri Meudi
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