Épisodes

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

    US election: A clear cut result, but what does it mean for the economy?
    Nov 6 2024
    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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    15 min
  • Keep active in a bearish oil market

    Keep active in a bearish oil market
    Oct 18 2024
    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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    8 min
  • Tackling health, climate, and inequality

    Tackling health, climate, and inequality
    Sep 17 2024
    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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    15 min
  • US election | how a Trump or Harris victory will shape markets

    US election | how a Trump or Harris victory will shape markets
    Aug 30 2024
    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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    13 min
  • Has inflation bottomed?

    Has inflation bottomed?
    Aug 23 2024
    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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    11 min
  • Addressing digital inclusion challenges

    Addressing digital inclusion challenges
    Aug 21 2024
    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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    29 min
  • Too high for too long?

    Too high for too long?
    Aug 14 2024

    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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    11 min
  • Gold and Trump 2.0

    Gold and Trump 2.0
    Aug 6 2024
    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 min