The Investment Perspective, with Ninety One
Ninety OneDiscover 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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| Publishes | Twice weekly | Episodes | 65 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
The dollar’s weakness is no longer a contrarian call; it’s becoming the base case. But what’s driving its persistence, and what would finally confirm a full-blown dollar bear cycle? Sahil Mahtani revisits the forces behind the “sell America” trade, t... more
After a breathtaking surge that carried gold well beyond $5 000 an ounce, followed by a brutal pullback, investors are questioning whether the rally has finally run its course. George Cheveley unpacks what drove the frenzy, why volatility is here to ... more
One of Jerome Powell’s last acts as Fed chair was to do nothing. Or so it may seem. In the face of sluggish employment but lively growth, US rates were left unchanged. But will benign inflation continue and ultimately sway future decisions to ease? P... more
A stronger rand. Lower inflation. Rate cuts on the horizon. Malcolm Charles explains why South African bonds remain one of the most attractive income trades on the board, despite a blockbuster 2025. However, with the easy gains behind us, discipline ... more
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Apple Podcasts | #43 |  South Africa/Business/Investing |
Apple Podcasts | #142 | South Africa/Business |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Focused on offering insights into investment strategies, this podcast covers a variety of topics including market dynamics, economic trends, and investment opportunities both locally in South Africa and globally. Notable discussions revolve around corporate cash management strategies in evolving interest rate environments, the implications of U.S. political actions on South African investments, and broader economic analyses that guide investors' decisions. Unique features of this podcast include expert guests such as portfolio managers and economic analysts from Ninety One, who share firsthand perspectives on both fixed income and equity investments, making it a valuable resource for anyone looking to enhance their investment knowledge in a... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Investec Focus Radio SA
2. Unhedged
3. Exchanges
4. MoneywebNOW
5. WorldWide Markets with Simon Brown
How many episodes of this podcast are there?
this podcast launched a year ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Hannes van den Berg
2. Malcolm Charles
3. Ruen Naidoo
4. Sisamkele Kobus
5. Jason Borbora-Sheen
6. John Biccard
7. Samantha Hartard
8. Janine Langenhoven
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