Ninety One | The Big Picture
Business & Economics Podcasts
A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.
Hosted on Acast. See acast.com/privacy for more information.
Location:
United States
Description:
A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.
Language:
English
Website:
http://www.ninetyone.com
Episodes
India's sustainable future
5/1/2024
India offers an exciting decarbonisation growth opportunity, but it is also fast becoming the most populous country in the world. With that comes both risks and opportunities for investors. Portfolio Manager Graeme Baker is joined by Ninety One analyst Arita Sehgal and London School of Economics Professor in Practice Nick Robins to unpack this topic. They look at India’s impact on the world’s transition to net zero and what a just transition looks like for the country.
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Duration:00:33:07
Is sticky inflation ruining the party?
4/23/2024
After the recent optimism of market participants that sent US markets to record highs and bond yields tumbling, the mood has changed. Bond yields have risen sharply and frothy equities are well off their highs as inflation has proved stubbornly high. John Stopford analyses the data in the US and beyond.
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Duration:00:13:34
A new capex supercycle
4/17/2024
A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.
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Duration:00:09:09
Does the commodity rally have legs?
4/11/2024
Global commodities prices as measured by the CRB Index have increased around 14% in 2024 and investors are becoming increasingly optimistic about a meaningful long-term up cycle. From copper to cocoa and gold to PGMs, George Cheveley explains the fundamentals behind the rally and the prospect of it persisting and considers the outlook for the share prices of resources companies.
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Duration:00:14:54
Central banks in focus
3/13/2024
The year is still in Q1 but already it's billing as being all about politics and the price of money is justified. In a matter of days the US primaries have whittled down the US election to the familiar old candidates, the UK has delivered a surprise-free budget, the ECB has kept rates on hold while the Fed chair has merely changed the date of his speech to Congress.
Markets meander upwards unfazed, but with more than 50 elections due in 2024, multiple reserve bank meetings and the ongoing spectre of wars, surely something must give? In an interview recorded on Friday 8th March, Russell Silberston analyses a packed diary.
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Duration:00:10:46
Mining Indaba – a barometer for the resources sector
2/15/2024
The shadow of a poorly performing JSE resources sector and the dollar price of certain commodities hung over the annual Mining Indaba in Cape Town. The PGM sector, which is one of South Africa’s most important export products, garnered much of the attention, but copper, gold and some bulk commodities also took centre stage. Dawid Heyl shares his perspective on the Indaba and the outlook for the sector.
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Duration:00:09:20
Macroscope: Long the yen against the euro
2/6/2024
Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro.
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Duration:00:11:06
China may emerge from the doldrums - 2024 Investment Views
1/31/2024
After a challenging year, Wenchang Ma sees brighter prospects for Chinese equities in 2024, with weak sentiment providing an entry point to invest in some of the world’s most attractive companies.
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Duration:00:09:10
Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views
1/23/2024
Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.
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Duration:00:09:26
EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views
1/18/2024
Improving global growth and inflation dynamics are supportive for the asset class, but risks remain and a bottom-up approach will be vital for capturing the opportunities and building resilient portfolios.
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Duration:00:16:00
EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views
1/16/2024
Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environment. EM economies are also on solid footing, and profitable cross-country collaboration is making EM corporate debt an exciting place to be.
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Duration:00:14:25
EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views
1/16/2024
Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environment. EM economies are also on solid footing, and profitable cross-country collaboration is making EM corporate debt an exciting place to be.
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Duration:00:14:25
Emerging markets equities: are the dark clouds starting to part? - 2024 Investment Views
1/11/2024
With 2023 falling short of expectations in terms of a recovery for emerging markets equities, Archie Hart explains the need for caution in the coming months, but remains optimistic on a 1- or 2-year view, given that the building blocks for a turnaround are beginning to fall in place.
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Duration:00:10:25
Volatility is creating opportunities - 2024 Investment Views
1/8/2024
Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.
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Duration:00:11:34
It’s time to rethink fixed income - 2024 Investment Views
12/21/2023
With interest rates set to remain higher for longer, investors have some thinking to do. Are the same rules that have applied for the past few decades still in play, or is a different approach needed?
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Duration:00:08:45
Finance’s evolving role in achieving net zero - 2024 Investment Views
12/18/2023
The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.
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Duration:00:12:13
COP28: The climate challenge is still daunting, but COP28 offered hope
12/12/2023
John Green, Chief Commercial Officer and Annika Brouwer, Sustainability Specialist reflect on their time at COP28, the progress that’s been made and the highlights from a climate finance perspective.
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Duration:00:21:08
EM Equities: are the dark clouds starting to part? - 2024 Investment Views
12/11/2023
With 2023 falling short of expectations in terms of a recovery for emerging markets equities, Archie Hart explains the need for caution in the coming months, but remains optimistic on a 1- or 2-year view, given that the building blocks for a turnaround are beginning to fall in place.
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Duration:00:10:25
Emerging markets: favourable currents strengthening beneath choppy waters - 2024 Investment Views
12/6/2023
At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.
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Duration:00:15:11
Positioning for the next cycle - 2024 Investment Views
11/30/2023
A radical reset in borrowing costs has changed the rules of the game for investors. Philip Saunders and Sahil Mahtani assess the outlook for 2024 and beyond, and discuss where to invest for a new market cycle.
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Duration:00:16:03