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.
50 episodios disponibles

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

#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
#39 Decoding supply and demand dynamics in commodity surge 06/08/2025
#38 Cash Talk: Cut and curveball. 01/08/2025
#37 A narrow climb to an all-time high – can SA Inc. join the JSE rally? 28/07/2025
#36 A turning point for the dollar? 09/07/2025
#35 Cash Talk: Mid-year monetary pulse 30/06/2025
#34 Oil, politics and uncertainty 30/06/2025
#33 Fixed income – why the old rules no longer apply 19/06/2025
#32 Cash Talk: Targeting 3% – an opportunity to catalyse economic growth 06/06/2025
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors 28/05/2025
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