À propos de ce 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 épisodes · Investeren
The Investment Perspective, with Ninety One
À propos de ce 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.
Épisodes récents
- #110 Finding value as bond yields rise9 oct. · 14 min
- #109 Gold's slide didn't break the bull case, it tested it1 oct. · 14 min
- #108 Trump's welcome for Xi signals a shift markets shouldn't ignore29 sept. · 9 min
- #107 The biggest risk to SA bonds isn't the SARB decision, it’s DM yields23 sept. · 9 min
- #106 SA’s old economy is cashing in on the new economy's boom11 sept. · 13 min
- #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 août · 11 min
- #102 El Niño is brewing a third inflation shock, which markets have yet to price in24 août · 11 min
- #101 South Africa's budget windfall is real. So is the discipline behind it19 août · 9 min
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