Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • 2023 Outlook: A time of culmination
    The consequences of years of super-loose monetary policy are coming to a head. Times of culmination – when markets reap the harvest of seeds sown sometimes long before – can be perilous. But they can also present opportunities for investors.

    Hosted on Acast. See acast.com/privacy for more information.

    18 min
  • Why not to be enthusiastic off of recent US data - Jason Borbora-Sheen
    Market participants, so used to inflation surprises to the upside, were caught off guard when the latest US data came in below expectations. A startling risk asset class rally ensued. Jason Borbora-Sheen analyses the data, the likely reaction from the Fed, and also warns of being too enthusiastic on the back of one data point. 

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    13 min
  • South Africa update: perception versus reality
    Sometimes South Africa is justifiably negatively regarded but on other occasions perception distorts reality. Malcolm Charles uses the bond market to illustrate this phenomenon and set out his outlook for SA fixed income assets. 

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    17 min
  • UK markets – what can history teach us?
    Britain is facing an economic and socio-economic crisis brought about by global events, but also of its own making. Investment Strategist Russell Silberston expertly analyses the situation, leaning on his 40-year career to see what lessons we can take from the past.  

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    19 min
  • Commodities conundrum
    Commodities as an aggregated price index nearly tripled from the beginning of the pandemic to earlier this year. There has been a pullback, but is it a pause or a new trend? And are commodities economic leaders or laggards? George Cheveley analyses the current market in discussion with Lindsay Williams.

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    10 min
  • Predictions debunked, Greenback soars, what are the implications for the global economy?
    Predictions of the demise of the US dollar as the world’s reserve currency have been debunked as the greenback soars to double-decade highs. The implications are far reaching for the global economy, but also for portfolio construction. Philip Saunders analyses the current environment in conversation with Lindsay Williams

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    16 min
  • Six reasons to revisit Chinese equities
    Outflows from Chinese equities have been persistent through 2021 and much of 2022. Investors have struggled with near-term dynamics from COVID, a weak real estate market and fresh regulations. This has driven valuations to their cheapest level since 2019. For long-term investors, portfolio manager Wenchang Ma sees six reasons why you should revisit the investment case for Chinese equities.

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    18 min
  • Macroscope: Neutral matters
    For something that cannot be directly observed, and changes through time, the neutral level of interest rates generates an awful lot of debate, says Strategist Russell Silberston.

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    11 min

About Ninety One | The Big Picture

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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…