• The Investment Perspective, with Ninety One

  • Auteur(s): Ninety One
  • Podcast

The Investment Perspective, with Ninety One

Auteur(s): Ninety One
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  • Résumé

  • 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.

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    © 2023 Ninety One
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Épisodes
  • #15 Navigating politics and markets

    #15 Navigating politics and markets
    Feb 3 2025
    Gail Daniel, the portfolio manager of Ninety One Manged Fund, analyses Trump’s policy impact on South Africa, covering the Rand, SA bonds, and the Fund’s positioning. She explains the Fund’s offshore preference over SA Inc., highlighting key investment risks and opportunities.

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    14 min
  • #14 Central Banks make their monetary mark

    #14 Central Banks make their monetary mark
    Feb 3 2025
    Central banks have had a busy start to the year. The Bank of Japan began with an interest rate rise, followed by decisions from the South African Reserve Bank, the ECB and the all-important US Federal Reserve. Ruen Naidoo discusses how expectations have changed from this time last year and considers the implications for SA fixed income investors.

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    9 min
  • #13 SA - Optimism stages a (cautious) comeback

    #13 SA - Optimism stages a (cautious) comeback
    Jan 27 2025
    The word ‘optimism’ has been conspicuous by its absence for many years when investors and analysts have spoken of the SA economy. Last year, however, it made a tentative return. The GNU has been cheered as the catalyst, but it’s the stabilisation of the economy that is the most encouraging. Sisamkele Kobus discusses the economic indicators of importance and covers inflation, GDP, unemployment and interest rates, and of course the attitude of foreign investors.

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    10 min

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