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:

May 27, 2022 Navigating the markets in an upside-down world | Global Insights
Michael Power talks to Lindsay Williams about his recent talk at our Global Insights conference in London.
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12min
May 23, 2022 Assessing global supply chain constraints in the technology and industrials sectors

Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. Ninety One’s 4 Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries.
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8min
May 13, 2022 Inside Track: Interview with Mercer’s Indira Sabitova on sustainable investing
We invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey of integrating sustainability in their portfolios.
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16min
May 10, 2022 From the Multi-Asset Desk: Why investors are watching the yield curve closely
In our second episode of our on-going series, From the Multi-Asset Desk, Ellie Clapton, Portfolio Specialist and Jason Borbora-Sheen, Portfolio Manager, discuss some of the hot topics in the Multi-Asset team at Ninety One. With a recent flattening followed by a subsequent re-steepening of the yield curve, what are the consequences for asset returns and the potential risk of a recession?
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4min
May 06, 2022 Russell Silberston | Central banks have awoken
Suddenly central banks worldwide have awoken. Rates are rising and investors are contemplating the consequences. Russell Silberston describes the present and potential future environment in conversation with Lindsay Williams. Recorded on May 5th.
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11min
May 05, 2022 Graeme Baker | Time to get our houses in order for the energy transition
With the global construction industry accounting for almost 40% of total energy-related greenhouse gas emissions, tackling climate change clearly needs to start at home. That presents big opportunities for companies supplying products and services that make the built environment more energy efficient.
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10min
April 27, 2022 John Stopford | Selling in May?
Risk assets seem to be sensitive to the downside, but yet remain at elevated levels. As we approach May with what some see as the perfect storm, is there an element of trepidation? Sell in May, take protection, or target sectors that might be resilient? John Stopford discusses.
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16min
April 21, 2022 Macroscope: Russia’s war on Ukraine is shifting the investment landscape
Philip Saunders, Co-Head of Multi-Asset Growth discusses the dramatic policy shift towards defence and energy spending in Europe, and explains why the conflict may mark a turning point in the world’s reliance on the US currency.
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15min
March 24, 2022 From the Multi-Asset Desk
In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team.
Hosted on Acast. See acast.com/privacy for more information.
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5min
March 18, 2022 Russell Silberston | Raising interest rates! What is the prediction for the future?
With the focus in recent weeks on Russia and Ukraine, interest rates were seemingly a sideshow. But they came into sharp focus when The US Federal Reserve and the Bank of England raised rates within hours of each other, as predicted. But what is the prediction for the future? Investment Strategist Russell Silberston explains.
Hosted on Acast. See acast.com/privacy for more information.
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11min

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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