Ninety One | The Big Picture

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Ninety One | The Big Picture

Ninety One

291 episodes

1 month ago

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.

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All content for Ninety One | The Big Picture is the property of Ninety One and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/291)

Ninety One | The Big Picture

Talking Tariffs

With tariffs becoming an increasingly unpredictable tool of US economic policy, Sangeeth Sewnath, Head of Americas, sits down with our experts Thys Louw and Sahil Mahtani to discuss how investors should approach tariff risk.

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3 months ago

14 minutes 7 seconds

Ninety One | The Big Picture

2025 Investment views | A building global recovery

With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explore where the smart capital will be heading – and where the pitfalls lie.

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5 months ago

18 minutes 42 seconds

Ninety One | The Big Picture

2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets

Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.

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5 months ago

32 minutes 54 seconds

Ninety One | The Big Picture

2025 Investment views | Navigating the Year of the Snake

As we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and fixed-income strategies, they share insights into what the year may hold for the world’s second-largest economy.

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5 months ago

15 minutes 49 seconds

Ninety One | The Big Picture

2025 Investment views | Opportunities at a low point in the sentiment cycle

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.

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5 months ago

11 minutes 12 seconds

Ninety One | The Big Picture

2025 Investment views | Quality earnings are more predictable than the market

Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.

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5 months ago

12 minutes 13 seconds

Ninety One | The Big Picture

2025 Investment views | Navigating a diverse range of opportunities

Elias Erickson explains why international equities offer a diverse set of value-accretive businesses in an increasingly narrow market, presenting an attractive opportunity for active investors.

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5 months ago

10 minutes 46 seconds

Ninety One | The Big Picture

2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers

4Factor’s Rhynhardt Roodt reflects on a strong year for equity market momentum and considers where best to focus in 2025.

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5 months ago

11 minutes 22 seconds

Ninety One | The Big Picture

2025 Investment views | Build defences and diversify your income sources

Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer. With traditional markets looking so expensive, investors seeking steady income and portfolio resilience should avoid following the crowd.

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5 months ago

10 minutes 21 seconds

Ninety One | The Big Picture

2025 Investment views | Defensive income: A steady beacon amid potential disorder

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, John Stopford sees better opportunities beyond traditional markets in 2025.

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5 months ago

6 minutes 35 seconds

Ninety One | The Big Picture

2025 Investment views | Trade tariffs and geopolitics could sustain gold’s shine in 2025

Gold shone in 2024, and the sector appears poised to maintain its appeal as an investment opportunity. George Cheveley examines the factors influencing the commodity sector in the year ahead.

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5 months ago

7 minutes 41 seconds

Ninety One | The Big Picture

US election: A clear cut result, but what does it mean for the economy?

Equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.

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7 months ago

14 minutes 47 seconds

Ninety One | The Big Picture

Keep active in a bearish oil market

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key.

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7 months ago

8 minutes

Ninety One | The Big Picture

Tackling health, climate, and inequality

In this episode of Sustainability with Substance, Stephanie Niven is joined by Paul Ronalds, CEO of Global Ventures at Save the Children, looking at on the ground, impactful routes to delivering change across different drivers, pulling together health tech innovation, climate adaptation insurance, and decarbonising cooking facilities into a sustainability landscape, comparing opportunities and approaches across the public and private markets.

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8 months ago

15 minutes 10 seconds

Ninety One | The Big Picture

US election | how a Trump or Harris victory will shape markets

The conventions are over, the banners banished, and the balloons have popped. Now Kamala Harris and Donald Trump get serious in the run-up to November 5th. Without picking sides, Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

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9 months ago

13 minutes 9 seconds

Ninety One | The Big Picture

Has inflation bottomed?

Inflation in the UK has ticked up while in the US it’s crept lower. It’s tempting to call that a halt in inflation’s precipitous fall is upon us because of amongst other factors, the base effect. Jason Borbora-Sheen disagrees, and even sees a possibility of continuing disinflation. The reaction by central banks will likely continue to be the focus of market participants’ attention. With this backdrop, Borbora-Sheen forward the case for bonds.

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9 months ago

11 minutes

Ninety One | The Big Picture

Addressing digital inclusion challenges

In this episode, Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion.

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9 months ago

28 minutes 58 seconds

Ninety One | The Big Picture

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. What really happened, why, and was it avoidable?

John Stopford looks back on a testing week and assesses the near-term prospects, with a keen eye on the background of US politics.

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9 months ago

11 minutes 3 seconds

Ninety One | The Big Picture

Gold and Trump 2.0

Gold has been breaking records in US$ terms in 2024, and the future seems bright for the yellow metal. Fundamentals underpinning the gold price include central bank demand, US fiscal worries and the prospect of lower interest rates and the de-dollarisation of the global monetary system. Add to this the chance of another Trump presidency and gold bulls are on high alert. Iain Cunningham examines the key factors.

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10 months ago

10 minutes 12 seconds

Ninety One | The Big Picture

The year of the ballot: a mid-year snapshot

We are half way through 2024 and most emerging market elections have now taken place, notably in South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact.

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10 months ago

13 minutes 28 seconds