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Artwork for The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

Ninety One
Ninety One
South Africa
Inflation
Retirement System
Earnings Revisions
Investment Strategies
Stock Market
Government Of National Unity
Donald J. Trump
De Minimis Rule
China
Donald Trump
Gold
S&P 500
User Experience With Retirement Funds
South African Treasury
South African Shares
Bond Yields
South African Economy
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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PublishesWeeklyEpisodes74Foundeda year ago
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InvestingBusinessManagement

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Artwork for The Investment Perspective, with Ninety One

Latest Episodes

In a market where gold no longer behaves like a safe haven and oil is rewriting the rules, investors are being forced to rethink old assumptions. George Chevely unpacks the dynamics across precious and industrial metals, and explains why energy, not ... more

Just as central banks looked set on a path to easier policy, geopolitics has thrown a wrench into the plan. With conflict in the Middle East driving energy prices higher and clouding the inflation outlook, Jason Borbora-Sheen explains why rate cuts a... more

Oil markets have been jolted by a sharp escalation in the Middle East, pushing prices higher and disrupting flows through the vital Straits of Hormuz. Paul Gooden explains how the effective closure of this key route is squeezing global supply, drivin... more

After more than 25 years running the Ninety One Value Fund, John Biccard has learned that successful investing often means enduring periods of discomfort. Value investing requires buying what others dislike and waiting patiently for the cycle to turn... more

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Recent Guests

Phuleng Pitso
Investment specialist at Ninety One
Ninety One
Episode: #66 SA Infrastructure: the dawn of reform
John Biccard
Portfolio Manager, Value Fund at Ninety One
Ninety One
Episode: #59 Is SA Inc poised for a breakout?
Adam Furlan
Portfolio Manager
Ninety One
Episode: #57 MTBPS: Targets met, reforms on track
Muhammad Docrat
Analyst at Ninety One
Ninety One
Episode: #55 Precious potential: why commodities still shine
Reabetswe Kungwane
Investment specialist at Ninety One
Ninety One
Episode: #54 Private credit comes of age
Lisa MacLeod
Portfolio manager at Ninety One
Ninety One
Episode: #53 Cash Talk: The resilient rand – what’s driving it and how long can it last?
Hannes van den Berg
Head of SA Equity and co-head of Multi-Asset at Ninety One
Ninety One
Episode: #52 Climbing the wall of worry – on market momentum and hidden value
Alex Holroyd-Jones
Portfolio Manager at Ninety One
Ninety One
Episode: #51 The Fed’s flip – why risk management could be a tailwind for equities
Ruen Naidu
Portfolio Manager at Ninety One
Ninety One
Episode: #46 Why SA bonds are holding firm

Hosts

Lindsay
Host of The Investment Perspective, offering insights on investment strategies and economic analysis.
Ninety One
Investment director and portfolio manager, contributing expertise in finance and investment management.

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Talking Points

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#72 When geopolitics shuts the taps
Q: Just a quick one to end if you would, Paul. What does this all mean for positioning at Ninety One when it comes to natural resources and particularly the energy sector?
Energy had been underweight for Ninety One but the team has started closing that underweight and is now slightly overweight energy, reflecting a shift in perspective on longer-term supply and demand dynamics and the near-term risk premium.
#70 War risk and oil spikes: Shock, sell-off… or opportunity?
Q: What stage do you reach a point where you reassess the portfolio with the team in London as the situation develops?
You shift to a defensively positioned stance but remain vigilant for opportunities to add risk if the shock stabilizes; monitor possible outsized moves in oil and markets and rebalance as needed.
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
Q: What is your outlook for the fixed income market for the rest of the year?
It's expected to be better in the second half of the year, with adjustments made in the portfolio to stabilize and maximize yields.
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
Q: How do you view the impact of the recent meeting between Trump and Ramaphosa?
Despite the embarrassment of the meeting, it may lead to crucial trade negotiations for South Africa's economy.
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
Q: Can you summarize the current state of inflation and interest rates?
Inflation is well-controlled at 2.8%, and there's potential for further rate cuts, indicating a cautious positive outlook.

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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 offering insights into investment strategies, this podcast covers a variety of topics including market dynamics, economic trends, and investment opportunities both locally in South Africa and globally. Notable discussions revolve around corporate cash management strategies in evolving interest rate environments, the implications of U.S. political actions on South African investments, and broader economic analyses that guide investors' decisions. Unique features of this podcast include expert guests such as portfolio managers and economic analysts from Ninety One, who share firsthand perspectives on both fixed income and equity investments, making it a valuable resource for anyone looking to enhance their investment knowledge in a... more

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These podcasts share a similar audience with this podcast:

1. MoneywebNOW
2. The Money Show
3. The Allan Gray Podcast
4. Investec Focus Radio SA
5. The Asset Class by Strictly Business

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this podcast launched a year ago and published 74 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. Phuleng Pitso
2. John Biccard
3. Adam Furlan
4. Muhammad Docrat
5. Reabetswe Kungwane
6. Lisa MacLeod
7. Hannes van den Berg
8. Alex Holroyd-Jones

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