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The Investment Perspective, with Ninety One: Daily Summaries Delivered
by 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. Hosted on Acast. See acast.com/privacy for more information.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today13 min
#87 The $1.75 trillion question: an IPO that could change everything
The SpaceX IPO is just the opening act. With Anthropic and OpenAI close behind, Anton du Plooy considers what a wave of trillion-dollar listings means for markets, and for the investors who have to decide what to do about them. Hosted on Acast. See acast.com/privacy for more information.
- Yesterday12 min
#86 Holding its nerve: how SA is weathering the oil shock
The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up, and how long South Africa can absorb persistently elevated oil prices. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago6 min
#85 A 4% wake-up call: reading the SARB's next move
A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at the front end of the curve. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago11 min
#84 Beyond the index: why concentration risk may be active management's biggest opportunity
Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the JSE, and explains why these conditions may be creating some of the most compelling opportunities for active management in years. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago12 min
#83 A very tight strait. Can oil get to $150?
With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-demand dynamics at play, what the numbers actually mean for oil prices, and why equity investors are more cautious than you might expect. Hosted on Acast. See acast.com/privacy for more information.
- 4 weeks ago9 min
#82 Who really controls the Fed?
The battle between the White House and the world's most powerful central bank isn't just political theatre. It has real consequences for markets, inflation, and the credibility of independent monetary policy. Ruen Naidoo explains what Kevin Walsh's appointment as Fed chair really means, and why the outcome matters far beyond Washington. Hosted on Acast. See acast.com/privacy for more information.
- May 6, 20269 min
#81 The 5% problem: why bonds are back in the conversation
The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what a flattening curve signals for growth, whether equity valuations can hold and why he is selling into strength. Hosted on Acast. See acast.com/privacy for more information.
- May 5, 202619 min
#80 The art of sleeping when markets can't
Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, from the ripple effects of the Strait of Hormuz closure to the AI arms race and explains how he navigates uncertainty without losing sleep. (Well, almost.) Hosted on Acast. See acast.com/privacy for more information.
About The Investment Perspective, with 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. Hosted on Acast. See acast.com/privacy for more information.
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