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Ninety One | The Big Picture
Ninety One | The Big Picture episodes
- Navigating the markets in an upside-down world | Global InsightsMichael Power talks to Lindsay Williams about his recent talk at our Global Insights conference in London.
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12 min - 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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8 min - Inside Track: Interview with Mercer’s Indira Sabitova on sustainable investingWe 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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16 min - From the Multi-Asset Desk: Why investors are watching the yield curve closelyIn 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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4 min - Russell Silberston | Central banks have awokenSuddenly 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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11 min - Graeme Baker | Time to get our houses in order for the energy transitionWith 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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10 min - 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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16 min - Macroscope: Russia’s war on Ukraine is shifting the investment landscapePhilip 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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15 min - From the Multi-Asset DeskIn 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.
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5 min - 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.
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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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