About this podcast
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. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.
105 episodes · business
The Investment Perspective, with Ninety One
About this podcast
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. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.
Recent episodes
- #105 Munitions, multiples and midterms: the risks the markets might be missing now4 Sept · 12 min
- #104 Bessent and Warsh at loggerheads: who controls the curve?3 Sept · 8 min
- #103 The revenge of the old economy31 Aug · 11 min
- #102 El Niño is brewing a third inflation shock, which markets have yet to price in24 Aug · 11 min
- #101 South Africa's budget windfall is real. So is the discipline behind it19 Aug · 9 min
- #100 Nvidia is cheaper than the S&P 500. Someone is wrong.13 Aug · 11 min
- #99 AI's listing boom could end two decades of US equity tailwinds11 Aug · 14 min
- #98 A coordinated yen rescue can't fix Japan's real rate problem5 Aug · 9 min
- #97 The Fed's new chair just showed markets he'd rather they guess30 Jul · 7 min
- #96 After SARB surprises, all eyes turn to hawkish Fed28 Jul · 10 min
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