Rephonic
Artwork for The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

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

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 weeklyEpisodes55Foundeda year ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for The Investment Perspective, with Ninety One

Latest Episodes

From platinum deficits to gold’s resurgence and copper’s electrifying prospects, Muhammad Docrat unpacks the powerful forces reshaping commodities. He explains why tight supply, renewed central bank demand and the global energy transition are keeping... more

Once a quiet corner of the alternatives market, private credit is now stepping into the mainstream. As investors seek yield, diversification, and real-world impact, the asset class offers a compelling blend of steady income, resilience through cycles... more

The rand has been one of 2025’s standout performers: stronger against the dollar, steady against peers, and buoyed by solid fundamentals. A weaker greenback, firm commodity prices, and South Africa’s credible policy mix have all played a part. With g... more

Stock markets at home and abroad have soared this year, but not all sectors are sharing in the gains. From the resource-heavy rally on the JSE to the dominance of tech in the US, Hannes van den Berg unpacks the narrow leadership behind record highs a... 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?

Host

Lindsay
Podcast Host, often discussing investment strategies and market analysis, with contributions from various experts at Ninety One.

Chart Rankings

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

Apple Podcasts
#50
South Africa/Business/Investing
Apple Podcasts
#158
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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Listeners per Episode
Gender Skew
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Frequently Asked Questions About This Podcast

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

Focused on providing insights into both local and global investment landscapes, this podcast features a range of discussions covering financial strategies, market dynamics, and economic conditions. Topics frequently explored include interest rates, investment strategies, the complexities of fixed income assets, the implications of global politics on investments, and the ever-evolving conditions in the South African economy. This content is especially relevant for listeners seeking in-depth analysis of macroeconomic trends and tailored investment advice, making it a valuable resource for financial professionals and investors alike. Notably, the podcast draws on the expertise of seasoned portfolio managers and analysts, offering unique perspe... more

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These podcasts share a similar audience with this podcast:

1. MoneywebNOW
2. Honest Money
3. The Money Show
4. BizNews Radio
5. We Study Billionaires - The Investor’s Podcast Network

How many episodes of this podcast are there?

this podcast launched a year ago and published 55 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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