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Ninety One | The Big Picture
Ninety One | The Big Picture episodes
- John Stopford | Navigating the changing investment environmentOctober 07 2021: As we enter the closing stretch of 2021, a number of risks to the global growth picture have emerged. Energy prices have risen sharply, supply chains have been severely disrupted and China’s property and debt markets have come under renewed pressure. John Stopford, Head of Multi-Asset Income, discusses how investors could approach this changing environment.17 min
- Philip Saunders | The Fed’s tapering conundrum, and China’s divergent pathSeptember 16 2021: Philip Saunders, Co-Head of Multi-Asset, explores the tricky balancing act facing the Fed, namely when to begin tapering its considerable support for markets in the face of improving growth prospects and stubbornly high inflation. Meanwhile, China has taken a different path, tolerating lower growth and a volatile equity market in order to address some key challenges that Beijing believes have been rumbling in the background for too long.
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22 min - Russell Silberston | Is US inflation transitory?August 19 2021: Ninety One strategist, Russell Silberston analyses the latest signals from the US Federal Reserve.
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9 min - Alan Siow | Making sense of China’s regulatory clampdownJuly 29 2021: Alan Siow, Fixed Income Portfolio Manager in Hong Kong, discusses the ideological philosophy behind the recent regulatory clampdown on online education and the broader impact on all China asset classes.16 min
- Philip Saunders | The Chinese punchbowl and the last danceJuly 19 2021: Philip Saunders, Co-Head of Multi-Asset Growth talks about the Fed acting as a 'chaperon' and discusses its potential decision to remove emergency monetary accommodation whilst not considering raising interest rates and what this means for markets.
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16 min - Wenchang Ma | What does China's Communist Party's 100th anniversary mean for investors?July 12 2021: Wenchang Ma, Portfolio Manager at Ninety One, reflects on the 100 year anniversary of the Chinese Communist Party and discusses the opportunities and concerns felt by investors. Should investors view recent developments in the country as negative or positive signals from a long-term investment perspective?
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12 min - Ninety One’s position on net zeroJuly 08 2021: CEO Hendrik du Toit, is joined by Nazmeera Moola, Deirdre Cooper and John Green to discuss net zero for emerging markets, portfolio vs real world carbon and the unintended consequences of carbon intensity measures.
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36 min - George Cheveley | Gold outlook and why the fall in priceJune 28 2021: George Cheveley, discusses the latest state of the gold market, how the US Federal Reserve policy is affecting gold prices, the impact of inflation on gold and hedging against uncertainty within the market as client are more encourage in holding gold and gold equities to diversifying their portfolio.
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12 min - South Africa – is the glass half full?June 16 2021: Malcolm Charles discusses the green shoots – from construction to agriculture and mining – in the domestic economy, and the risks to his more upbeat outlook.
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13 min - Why is China's recent economic data startling some investors?June 10 2021: Michael Power, Ninety One Investment Strategist, discusses recent economic data from China and why it has both delighted and startled market participants and commentators.
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17 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.
Hosted on Acast. See acast.com/privacy for more information.