Rephonic
Artwork for The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

Ninety One
Ninety One
South Africa
Inflation
Retirement System
Earnings Revisions
Investment Strategies
Stock Market
Government Of National Unity
Donald J. Trump
De Minimis Rule
China
South African Reserve Bank
Gold
S&P 500
User Experience With Retirement Funds
South African Treasury
South African Shares
Bond Yields
South African Economy
US Federal Reserve

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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PublishesTwice weeklyEpisodes49Foundeda year ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The Investment Perspective, with Ninety One

Latest Episodes

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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Recent Guests

Hannes van den Berg
Head of SA Equity and Multi-Asset at Ninety One
Ninety One
Episode: #19 Trump, trade & tactics: what It means for SA investors
Malcolm Charles
Portfolio Manager at Ninety One
Ninety One
Episode: #16 Why this environment calls for an active approach to managing fixed income assets
Ruen Naidoo
Portfolio manager at Ninety One
Ninety One
Episode: #14 Central Banks make their monetary mark
Sisamkele Kobus
Fixed income analyst at Ninety One
Ninety One
Episode: #13 SA - Optimism stages a (cautious) comeback
Jason Borbora-Sheen
Co-portfolio manager, income strategist at Ninety One
Ninety One
Episode: #12 Why bond yields are soaring and what it means for income investors
John Biccard
Portfolio manager responsible for the Ninety One Value Fund
Ninety One
Episode: #10 Defying the sceptics
Samantha Hartard
An analyst at 4Factor SA specializing in earnings revisions and investment strategies
Ninety One
Episode: #9 What do earnings revisions tell us about the outlook for SA Inc?
Janine Langenhoven
Senior Legal Counsel at Ninety One
Ninety One
Episode: #7 Advisor pulse – clarifying two-pot uncertainty
Rehana Khan
SA Equity and Multi-Asset at Ninety One
Ninety One
Episode: #1 SA equities – time to shine?

Hosts

Lindsay
Host of The Investment Perspective, providing expert insights on market trends and investment strategies.
Ninety One
Hosts the investment-focused podcast and provides insights from investment experts.

Chart Rankings

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

Apple Podcasts
#38
South Africa/Business/Investing
Apple Podcasts
#104
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

#6 What reflationary policies mean for markets
Q: Post Trump, has Ninety One had a relook at its investment strategy?
Yes, we have assessed various scenarios related to US policy changes and their implications for our portfolios.
#23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
Q: How do you see the cash investment landscape evolving over the rest of the year?
The landscape will be influenced by interest rate changes, inflation trends, and global conditions; corporates need to monitor these factors closely.
#23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
Q: How should corporate treasurers adapt their cash strategies in this uncertain environment?
They should focus on flexibility and diversification, segmenting cash holdings and leveraging different investment vehicles to balance returns and risks.
#23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
Q: How's the repo rate affecting corporate cash strategies?
The decision to maintain the rate is reflective of caution and offers opportunities for corporate treasurers to reassess cash management.
#15 Navigating politics and markets
Q: How are you positioned at the moment?
I like my companies to grow, and I like growth. I took the fund to 45 percent offshore which is higher than my peers.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

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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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. MoneywebNOW
2. Honest Money
3. The Money Show
4. BizNews Radio
5. The Morgan Housel Podcast

How many episodes of this podcast are there?

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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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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