
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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| Publishes | Twice weekly | Episodes | 55 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||

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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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #50 | |
Apple Podcasts | #158 |
Recent interactions between the hosts and their guests.
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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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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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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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