June 3 2021: Philip Saunders, Co-Head of Multi-Asset Growth, looks at post-Brexit Britain, discussing the country’s increasing growth rate as well as the bounce in Sterling from the low levels it experienced during the Brexit period.

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May 17 2021: George Cheveley, portfolio manager of the Ninety One Global Gold Fund and co-portfolio manager for the diversified Natural Resources strategies, discusses the rise in the CRB index and the outlook for commodity prices and inflation.

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May 5 2021: Ninety One’s Value team discuss why it’s not just about finding deep value investments as they rotate across value styles to identify what they believe are the best long-term opportunities.

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April 12 2021: John Stopford, Head of Global Multi-Asset Income, looks at market reactions to recent events, Biden’s infrastructure spend and what this means for the second quarter.

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April 8 2021: Philip Saunders and Sahil Mahtani discuss the Investment Institute’s ambitious Road to 2030 project, where we explore the long-term structural thematic drivers as we move towards 2030, and how investors can use this thinking as a framework for making investment decisions.

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March 29 2021: Join John Stopford, Head of Multi-Asset Income, as he discusses the recent central bank forecasts and what this means for markets.

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March 16 2021: Philip Saunders talks to Lindsay Williams to discuss global markets and the latest central bank moves.

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March 1 2021: President Xi’s ‘net-zero’ pledge has set China on a path for a faster decarbonisation than expected. That’s likely to drive growth for the enablers of the transition to a low-carbon economy says Portfolio Manager, Wenchang Ma in the latest in our series on the Year of the Ox.

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February 19 2021: The development of China’s tech sectors is likely to accelerate this year, creating opportunities for investors. But caution is warranted, because this increasingly politicised industry requires careful navigation. Portfolio Manager Charlie Dutton explores.

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February 16 2021: John Stopford looks at global markets, central bank moves and his views on inflation as he looks toward a world after lockdown.

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