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.
Hosted on Acast. See acast.com/privacy for more information.
| Publishes | Twice weekly | Episodes | 79 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||
Listen to this Podcast
Latest Episodes
For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why strains are surfacing in US p... more
South Africa’s fixed income market is entering a new phase with the introduction of FLAC instruments, a class of bank debt designed to strengthen the financial system and reduce the risk of taxpayer-funded bailouts. Lisa MacLeod and Stephen Naidoo un... more
South Africa’s water challenges are becoming harder to ignore, as supply disruptions spread beyond rural areas into major urban centres. Yet the issue is less about scarcity than system failure. Tshiphiri Muedi explores how infrastructure inefficienc... more
South African bonds have suffered their second-worst monthly drawdown in two decades, rattled by global conflict and rising inflation fears. But beneath the volatility, the fundamentals may tell a different story. James Turp unpacks what’s driving th... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #226 |  United Kingdom/Business/Investing |
Apple Podcasts | #22 |  South Africa/Business/Investing |
Apple Podcasts | #69 | South Africa/Business |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
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
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. MoneywebNOW
2. BizNews Radio
3. The Money Show
4. The Allan Gray Podcast
5. The Morgan Housel Podcast
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Malcolm Charles
2. George Chevely
3. John Stopford
4. Phuleng Pitso
5. Sahil Mahtani
6. John Biccard
7. Muhammad Docrat
8. Reabetswe Kungwane
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.