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

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#19 Trump, trade & tactics: what It means for SA investors 07/03/2025
#18 Gold and beyond – unpacking the commodities surge 26/02/2025
#17 Inflation: a pernicious longer-term problem? 25/02/2025
#16 Why this environment calls for an active approach to managing fixed income assets 11/02/2025
#15 Navigating politics and markets 03/02/2025
#14 Central Banks make their monetary mark 03/02/2025
#13 SA - Optimism stages a (cautious) comeback 27/01/2025
#12 Why bond yields are soaring and what it means for income investors 17/01/2025
#11 Why 2025 requires a new investment playbook 17/01/2025
#10 Defying the sceptics 12/12/2024
#9 What do earnings revisions tell us about the outlook for SA Inc? 03/12/2024
#8 Two-pot, rate cuts and Black Friday – is the retail sector poised for take-off? 02/12/2024
#7 Advisor pulse – clarifying two-pot uncertainty 21/11/2024
#6 What reflationary policies mean for markets 18/11/2024
#5 Trump 2.0 – A remarkable resurrection 06/11/2024
#4 MTBPS – A boon for infrastructure? 31/10/2024
#3 All that glitters? 25/10/2024
#2 Advisor pulse | Addressing clients burning questions 22/10/2024
#1 SA equities – time to shine? 18/10/2024
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