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.
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| Publishes | Twice weekly | Episodes | 85 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||
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Latest Episodes
A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at the front end of the curve.
Hos... more
Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the JSE, and explains why these co... more
With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-demand dynamics at play, what the n... more
The battle between the White House and the world's most powerful central bank isn't just political theatre. It has real consequences for markets, inflation, and the credibility of independent monetary policy. Ruen Naidu explains what Kevin Warsh's ap... more
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Apple Podcasts | #56 |  South Africa/Business/Investing |
Apple Podcasts | #215 | 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?
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. BizNews Radio
3. The Money Show
4. Invest Like the Best with Patrick O'Shaughnessy
5. Masters in Business
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 85 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. Adam Furlan
2. Siobhan Simpson
3. Ruen Naidoo
4. John Stopford
5. Sumesh Chetty
6. Alper Kilic
7. Lisa McLeod
8. Stefan Naidoo
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