Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • The Fed hikes, but what lies ahead?
    The Fed, as expected, raised US interest rates by 75 basis points. The accompanying news conference, however, was the main focus of market participants, and in the short term they liked it as many risk assets jumped. But what of the future? John Stopford, Head of Multi-Asset Income discusses the implications in conversation with Lindsay Williams.

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

    9 min
  • Has inflation peaked? | Iain Cunningham
    Inflation has soared to multi-decade highs in several key economies, ringing central bankers’ alarm bells and unsettling the global investment community. But has inflation peaked? And if so how will the custodians of the price of money respond?

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

    10 min
  • Ninety One runs the Tusk Lewa Safari Marathon

    Journalist and broadcaster Helen Fospero documents the 2022 Tusk Lewa Safari Marathon. She follows the unique experiences of the 11-strong team from Ninety One who took part in the annual run through the beautiful Lewa Wildlife Conservancy in Northern Kenya.


    In the tenth year of Ninety One’s partnership with Tusk, the team raised money for Tusk and Lewa and visited inspiring community projects funded by the charity including schools, reforestation programmes and local sustainable power initiatives to see first-hand the difference their fundraising makes.

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

    39 min
  • What does sustainable investing actually mean? | Global Insights
    ‘Sustainable investing’ has become a catch-all term for an extremely broad range of investment approaches. To deliver returns to investors and a positive impact for a world in urgent need of sustainable development, investors need to be very clear about how their money is being allocated – and to what ends. Nazmeera Moola, Chief Sustainability Officer, discussed with Lindsay Williams.

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

    7 min
  • Is it too late for central banks to raise interest rates?
    Three central banks have recently raised interest rates in response to rampant inflation. Leading the pack was the US Federal Reserve, delivering the biggest rise of 75 basis points. The Swiss National Bank weighed in with a 50 basis point increase and bringing up the rear was the Bank of England, lifting rates by 25 basis points. Strategist Russell Silberston discusses if they’ve left it too late, what market participants think, and explains his strategy in the light of the current volatility.

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

    6 min
  • Why are the fundamentals behind short term movements so crucial? | Philip Saunders
    Short-term market movements are rightly brushed aside by long-term investors, but the fundamentals behind those movements are crucial if they persist and short term becomes longer term. Philip Saunders, co-Head of Multi-Asset Growth discusses the set of circumstances causing such concern in conversation with Lindsay Williams. 

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

    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…