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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 knowl... more
FAQs about Ninety One | The Big Picture:How many episodes does Ninety One | The Big Picture have?The podcast currently has 320 episodes available.
July 16, 2020Inflation vs disinflationJuly 16 2020: Multi-asset product specialist Ellie Clapton discusses the effect of the pandemic on inflationary forces and what that could mean for investors. Hosted on Acast. See acast.com/privacy for more information....more4minPlay
July 02, 2020Making an impact – Global Environment Impact Report releasedJuly 2 2020: Graeme Baker discusses the release of the second annual Global Environment Impact Report, looking at the importance of transparency and engagement when it comes to sustainable investing. To find the full report, go to www.ninetyone.com and search for 'Ninety One Global Environment Impact Report'. Hosted on Acast. See acast.com/privacy for more information....more14minPlay
June 26, 2020Emerging Markets: looking at the road to recoveryJune 26 2020: Peter Eerdmans discusses EM debt in a post-pandemic world, where distinguishing between winners and losers is vital. Hosted on Acast. See acast.com/privacy for more information....more20minPlay
June 17, 2020Low-carbon lowdown with Deirdre CooperJune 17 2020: In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for investors aiming to tap into it. Deirdre Cooper discusses this in our latest podcast. Hosted on Acast. See acast.com/privacy for more information....more14minPlay
June 11, 2020Ninety One SA Recovery Fund launchesJune 11 2020: Simon Howie talks to Lindsay Williams about the launch this week in South Africa of the Ninety One SA Recovery Fund and its aim to assist with COVID-19 economic recovery in the country. Hosted on Acast. See acast.com/privacy for more information....more12minPlay
June 04, 2020COVID-19: the return of the state - The Great Shutdown seriesJune 4 2020: The pandemic has seen governments intervene in economies, financial markets and everyday life with unprecedented speed and reach. Investors should expect this more expanded role of governments to stay says analyst Daniel Morgan. Visit ninetyone.com and search for ‘return of the state’ to read the full report. Part of a new series by the Ninety One Investment Institute. Hosted on Acast. See acast.com/privacy for more information....more16minPlay
May 28, 2020Under pressure: The International Monetary and Financial System - The Great Shutdown seriesMay 28 2020: The system is in trouble and now COVID-19 has brought its fragility into question yet again. Whether by evolution or revolution, change is inevitable. The implications for investors reliant on the system will be immense. Russell Silberston explores this in the latest podcast in the series looking at the Great Shutdown and its implications for investors. Visit ninetyone.com and search for ‘under pressure’ to read the full report. Part of a new series by the Ninety One Investment Institute. Hosted on Acast. See acast.com/privacy for more information....more14minPlay
May 21, 2020Hendrik du Toit: our strategy remains consistentMay 21 2020: Hendrik du Toit talks to Lindsay Williams following the inaugural results announcement of Ninety One. Interview recorded on 20 May 2020. Hosted on Acast. See acast.com/privacy for more information....more15minPlay
May 15, 2020Will the pandemic spur deglobalisation? - The Great Shutdown seriesMay 15 2020: With the COVID-19 Great Shutdown slamming the brakes on economic activity worldwide, where does this leave globalisation? In the second instalment of our Great Shutdown series, Ninety One's Sahil Mahtani discusses how the pandemic will impact global trade. Visit ninetyone.com and search for ‘deglobalisation’ to read the full report. Part of a new series by the Ninety One Investment Institute. Hosted on Acast. See acast.com/privacy for more information....more16minPlay
May 13, 2020The power of a secure baseMay 13 2020: Duncan Coombe, head of human capital at Ninety One, talks to Lindsay Williams about his research into human behaviour, effective leadership and what it means in the current ‘lockdown’ environment. Hosted on Acast. See acast.com/privacy for more information....more25minPlay
FAQs about Ninety One | The Big Picture:How many episodes does Ninety One | The Big Picture have?The podcast currently has 320 episodes available.