Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • Philip Saunders | post-Brexit recap and UK growth rate round-up
    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.

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

    10 min
  • Outlook for inflation and commodity prices
    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.

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

    14 min
  • Sometimes Ben Graham, sometimes Warren Buffett
    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.

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

    15 min
  • An introduction to the Road to 2030 project
    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.

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

    16 min
  • Ox tales: Riding China's green wave
    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.

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

    13 min
  • Ox tales: China's tech appeal
    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.

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

    10 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…