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 | 82 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
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 Naidoo explains what Kevin Walsh's a... more
The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what a flattening curve signals for... more
Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, from the ripple effects of the St... more
For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why strains are surfacing in US p... more
Key Facts
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Apple Podcasts | #16 |  South Africa/Business/Investing |
Apple Podcasts | #48 | South Africa/Business |
Apple Podcasts | #143 |  Netherlands/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?
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. Thoughts on the Market
4. The Money Show
5. The Memo by Howard Marks
How many episodes of this podcast are there?
this podcast launched 2 years ago and published 82 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. Alper Kilic
2. Lisa McLeod
3. Stefan Naidoo
4. Tshipiri Meudi
5. James Turp
6. George Chevely
7. Jason Borbora-Sheen
8. John Stopford
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