The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

Por: Ninety One
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. Hosted on Acast. See acast.com/privacy for more information.
59 episodios disponibles

Latest episodes of the podcast The Investment Perspective, with Ninety One

#59 Is SA Inc poised for a breakout? 08/12/2025
#58 The dichotomy of defence: Are today’s safest bets tomorrow’s cyclical risks? 02/12/2025
#57 MTBPS: Targets met, reforms on track 13/11/2025
#56 Active expertise, now on the JSE 12/11/2025
#55 Precious potential: why commodities still shine 30/10/2025
#54 Private credit comes of age 20/10/2025
#53 Cash Talk: The resilient rand – what’s driving it and how long can it last? 15/10/2025
#52 Climbing the wall of worry – on market momentum and hidden value 15/10/2025
#51 The Fed’s flip – why risk management could be a tailwind for equities 13/10/2025
#50 The big 5-0: the best of the past year’s Investment Perspective 02/10/2025
#49 From safe haven to supply crunch: what’s driving gold and copper 26/09/2025
#48 Fed cuts as expected, but strains are showing 18/09/2025
#47 Cash Talk: Money market funds – now safer by design 15/09/2025
#46 Why SA bonds are holding firm 11/09/2025
#45 The ‘safe’ portfolio just got risky 05/09/2025
#44 Bonds – anything but boring 29/08/2025
#43 The price is (finally) right? 29/08/2025
#42 Stagflation looms as next test for markets 22/08/2025
#41 Infrastructure investment – aligning returns with impact 18/08/2025
#40 Bond market round-up – from bright spots to red flags 08/08/2025
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