Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • Sustainability in EMD investing | 2022 Investment Views
    December 08 2021: With the world’s transition to net zero likely to be a key focus for investors in 2022, Peter Eerdmans, Head of Fixed Income and Co-Head of Emerging Market Sovereign and FX, explains the important role of EM debt and the need for new approaches.

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

    7 min
  • Emerging market corporate debt | 2022 Investment Views
    December 07 2021: Victoria Harling, Head of Emerging Market Corporate Debt, outlines the key drivers of EM corporate debt markets in 2022 and discusses where she sees the most compelling opportunities in the aftermath of significant volatility.

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

    6 min
  • George Cheveley | Gold’s value in a not-so-golden age
    December 06 2021: Against a highly uncertain macro backdrop, gold may prove valuable for investors next year. And with gold companies in their best shape in a long time, George Cheveley, Portfolio Manager, discusses why gold equities may be a useful way to get exposure to the diversification potential of the precious metal.

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

    12 min
  • Chinese equities | 2022 Investment Views
    December 02 2021: Wenchang Ma, Portfolio Manager, details why investors should be more optimistic about 2022, with modest corporate valuations for the growth on offer, and a smoother and more dispersed growth profile.

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

    6 min
  • Global Environment | 2022 Investment Views
    December 01 2021: Intensifying efforts to tackle climate change will drive growth for select companies in 2022 and beyond. Deirdre Cooper, Co-Head of Thematic Equity, discusses how to ride the green wave.

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

    7 min
  • Sustainability | 2022 Investment Views
    November 30 2021: Getting to net zero requires engaged investors who are willing to finance the emerging world’s transition. Nazmeera Moola, Chief Sustainability Officer, explains Ninety One’s approach to the decarbonisation challenge.

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

    8 min
  • Emerging Market outlook | 2022 Investment Views
    November 25 2021: Portfolio Managers Grant Webster and Archie Hart explain why the prudent action already taken by central banks in the face of rising inflation has left emerging markets well-prepared heading into the new year.

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

    13 min
  • Global outlook | 2022 Investment Views
    November 25 2021: Investors must navigate a complex environment as monetary policy normalises. Philip Saunders, Co-Head of Multi-Asset Growth, explores the investment outlook across asset classes and regions.

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    6 min
  • CEO perspective | 2022 Investment Views
    November 24 2021: Hendrik du Toit, Ninety One CEO, explains why investors must direct capital towards reducing real-world emissions, rather than focusing on short-term ‘feel-good’ carbon targets.

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

    8 min
  • George Cheveley | Out with the old and in with the new, or is it?
    November 01 2021: Out with the old and in with the new … or is it? ‘Old’ industry commodities are essential for the development of the new, clean-energy world. George Cheveley, Portfolio Manager, shares an investment perspective on these seemingly strange bedfellows.

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

    12 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…