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.
Ninety One is an authorised financial services provider.
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| Publishes | Twice weekly | Episodes | 93 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagementInvesting | |||
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Latest Episodes
John Biccard argues that South African equities have become disconnected from the country's own improving bond market. He points to retail names trading at deep discounts to intrinsic value, a first move into global technology after a brutal software... more
After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from whi... more
After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's reserve currency has strengthened over the past year, with the Dollar Index recording a modest,... more
Oil prices have pulled back sharply from their peak, but Vivienne Taberer warns that the relief may come too late to spare South African consumers further pain. With the SARB watching closely for signs that inflation expectations are becoming unancho... more
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Apple Podcasts | #105 |  South Africa/Business/Investing |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show features senior investment professionals from a global asset manager based in South Africa, focusing on macroeconomics, asset classes, and regional market dynamics. Episodes typically center on how geopolitical events, commodity cycles, inflation, and policy signals shape asset prices and portfolio positioning. A standout trait is the consistent emphasis on practical investment frameworks, risk management, and the application of macro insights to active asset management, often with a South Africa–centric lens alongside global market themes. The format frequently combines candid market commentary with tactical takeaways for institutional and high-income individual investors, making it valuable for listeners who want rigorous, inves... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. MoneywebNOW
2. The Money Show
3. BizNews Radio
4. The Allan Gray Podcast
5. Investec Focus Radio SA
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 93 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. Philip Saunders
2. Anton du Plooy
3. Siobhan Simpson
4. Ruen Naidoo
5. Sumesh Chetty
6. Alper Kilic
7. Lisa McLeod
8. Stefan Naidoo
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