The Investment Perspective, with Ninety One

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Ninety One

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.

Episodes · 25

#98 A coordinated yen rescue can't fix Japan's real rate problem

Aug 5, 2026 · 9m

#97 The Fed's new chair just showed markets he'd rather they guess

Jul 30, 2026 · 6m

#96 After SARB surprises, all eyes turn to hawkish Fed

Jul 28, 2026 · 10m

#95 Two scoreboards: why SA credit holds up while the economy limps

Jul 20, 2026 · 8m

#94 Growth is no longer the enemy: inside Warsh's Fed

Jul 17, 2026 · 11m

#93 South African value is priced like a distress sale, and the bond market disagrees

Jul 13, 2026 · 23m

#92 Beyond the index giants: the case for active EM

Jul 3, 2026 · 12m

#91 The dollar's reversal: from debasement fears to strength

Jun 30, 2026 · 8m

#90 Oil is falling, but South Africa's inflation fight is far from over

Jun 23, 2026 · 6m

#89 Peace plan, messy reality: commodities after Iran deal

Jun 17, 2026 · 14m

#88 When the rule book no longer applies

Jun 11, 2026 · 11m

#87 The $1.75 trillion question: an IPO that could change everything

Jun 5, 2026 · 13m

#86 Holding its nerve: how SA is weathering the oil shock

Jun 4, 2026 · 12m

#85 A 4% wake-up call: reading the SARB's next move

May 21, 2026 · 6m

#84 Beyond the index: why concentration risk may be active management's biggest opportunity

May 19, 2026 · 11m

#83 A very tight strait. Can oil get to $150?

May 18, 2026 · 12m

#82 Who really controls the Fed?

May 8, 2026 · 9m

#81 The 5% problem: why bonds are back in the conversation

May 6, 2026 · 9m

#80 The art of sleeping when markets can't

May 5, 2026 · 19m

#79 When private credit flips the script

Apr 20, 2026 · 18m

#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors

Apr 16, 2026 · 10m

#77 When the taps run dry: the real story behind South Africa’s water crisis

Apr 14, 2026 · 13m

#76 Bond market shock: panic or opportunity?

Apr 9, 2026 · 8m

#75 Markets shaken, not broken: Middle East tensions

Apr 2, 2026 · 8m

#74 When gold falls and oil calls the shots

Mar 27, 2026 · 8m