Ninety One | The Big Picture

By Ninety One

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 knowl... more

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FAQs about Ninety One | The Big Picture:

How many episodes does Ninety One | The Big Picture have?

The podcast currently has 320 episodes available.

Ninety One | The Big Picture episodes:

August 09, 2022 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.
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9min
August 02, 2022 Is recession the price to pay for taming inflation? | Russell Silberston
The European Central Bank has raised rates for the first time in 11 years. The 50 basis-point hike takes the European benchmark to zero, and further rises likely to quell inflation. Russell Silberston, Investment Strategist, discusses the implications with Lindsay Williams.
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12min
July 26, 2022 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?
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10min
July 22, 2022 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.
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39min
July 18, 2022 Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India
Four years after assistant Portfolio Manager Varun Laijawalla’s last research trip to India, he came away from company meetings feeling that notable changes were underway in the country, particularly around digitisation, manufacturing and housing.
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14min
June 29, 2022 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.
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7min
June 22, 2022 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.
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6min
June 20, 2022 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.
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11min
June 15, 2022 What is the market not getting right? | Global Insights
Philip Saunders reviews his 2022 views during the annual Ninety One Global Insights conference.
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10min
May 31, 2022 What Australia’s election result tells sovereign investors about climate risk | Michael Spinks
Australia’s election was an important reminder that sovereign-bond investors need to look beyond purely economic and financial data. As Michael Spinks explains, natural-, social- and human-capital factors can be significant sources of risk for investors in debt issued by countries – as well as other assets.
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12min

FAQs about Ninety One | The Big Picture:

How many episodes does Ninety One | The Big Picture have?

The podcast currently has 320 episodes available.

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