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 | 97 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
The US Federal Reserve held rates steady for a fifth straight meeting, but three dissents and a chair who won't give forward guidance left bond markets more unsettled than the decision itself. John Stopford explains why the confusion matters more tha... more
The SARB's split decision to leave the repo rate at 7% caught almost every economist off guard, but Ruen Naidu argues the central bank's own scenario analysis tells a more nuanced story. He unpacks why a lower-for-now stance doesn't mean a dovish cen... more
SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamentals, are driving the market, and why that gap demands a more conservative, quality-first approach ... more
Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productivity and the AI boom could lift... more
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Apple Podcasts | #72 |  South Africa/Business/Investing |
Apple Podcasts | #124 | South Africa/Business |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show features senior investment professionals from a global asset manager based in South Africa, focusing on macroeconomics, asset classes, and regional market dynamics. Episodes typically center on how geopolitical events, commodity cycles, inflation, and policy signals shape asset prices and portfolio positioning. A standout trait is the consistent emphasis on practical investment frameworks, risk management, and the application of macro insights to active asset management, often with a South Africa–centric lens alongside global market themes. The format frequently combines candid market commentary with tactical takeaways for institutional and high-income individual investors, making it valuable for listeners who want rigorous, inves... 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. Bloomberg Daybreak: Europe Edition
5. At Any Rate
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 97 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. Stephen Naidoo
2. Kevin Warsh
3. Varun Laijawalla
4. Philip Saunders
5. Anton du Plooy
6. Siobhan Simpson
7. Ruen Naidoo
8. Sumesh Chetty
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