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Ninety One | The Big Picture
Ninety One | The Big Picture episodes
- The end of an era? Dollar dominance in questionDollar cycles are longer than others because four self-reinforcing forces create inertia. They rarely reverse unless all four turn at once. Trump-era policies, fiscal strain and shifting global capital could trigger such a convergence.
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8 min - Talking TariffsWith tariffs becoming an increasingly unpredictable tool of US economic policy, Sangeeth Sewnath, Head of Americas, sits down with our experts Thys Louw and Sahil Mahtani to discuss how investors should approach tariff risk.
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15 min - 2025 Investment views | A building global recoveryWith the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explore where the smart capital will be heading – and where the pitfalls lie.
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19 min - 2025 Investment views | Beyond the headlines: uncovering opportunities in emerging marketsWhether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.
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33 min - 2025 Investment views | Navigating the Year of the SnakeAs we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and fixed-income strategies, they share insights into what the year may hold for the world’s second-largest economy.
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16 min - 2025 Investment views | Opportunities at a low point in the sentiment cycleHigher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.
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12 min - 2025 Investment views | Quality earnings are more predictable than the marketClyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.
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13 min - 2025 Investment views | Navigating a diverse range of opportunitiesElias Erickson explains why international equities offer a diverse set of value-accretive businesses in an increasingly narrow market, presenting an attractive opportunity for active investors.
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11 min - 2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers4Factor’s Rhynhardt Roodt reflects on a strong year for equity market momentum and considers where best to focus in 2025.
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12 min - 2025 Investment views | Build defences and diversify your income sourcesFollowing another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer. With traditional markets looking so expensive, investors seeking steady income and portfolio resilience should avoid following the crowd.
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11 min
About Ninety One | The Big Picture
From the publisher's feed
A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of…
knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.
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