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 | Weekly | Episodes | 59 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingManagement | |||
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Latest Episodes
The JSE has delivered a standout year, led by resource names, but the real story, according to John Biccard, is only just starting. He explains why SA Inc is primed for a powerful re-rating, what the bond–equity divergence really tells us, and which ... more
The AI boom has turned the most cyclical parts of the market into perceived safe havens, while true defensives languish. Clyde Rossouw unpacks the tension between AI euphoria, a weakening consumer, and where genuine opportunities may actually lie.
H... more
From the surprise early announcement of a lower inflation target to reduced bond issuance and cautious revenue projections, Sisamkele Kobus and Adam Furlan discuss why the market’s reaction was upbeat, and how improved fiscal and monetary alignment c... more
Ninety One marks a milestone moment with the launch of its first two actively managed exchange-traded funds (AMETFs) on the JSE, bringing almost 35 years of active investment expertise into a listed, accessible format. Siobhan Simpson explains how Ni... more
Key Facts
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Apple Podcasts | #29 |  South Africa/Business/Investing |
Apple Podcasts | #93 | 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 providing insights into both local and global investment landscapes, this podcast features a range of discussions covering financial strategies, market dynamics, and economic conditions. Topics frequently explored include interest rates, investment strategies, the complexities of fixed income assets, the implications of global politics on investments, and the ever-evolving conditions in the South African economy. This content is especially relevant for listeners seeking in-depth analysis of macroeconomic trends and tailored investment advice, making it a valuable resource for financial professionals and investors alike. Notably, the podcast draws on the expertise of seasoned portfolio managers and analysts, offering unique perspe... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Money Show
2. BizNews Radio
3. The Memo by Howard Marks
4. FT News Briefing
5. The Allan Gray Podcast
How many episodes of this podcast are there?
this podcast launched a year ago and published 59 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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