Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • Keep active in a bearish oil market
    The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key.

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

    8 min
  • Tackling health, climate, and inequality
    In this episode of Sustainability with Substance, Stephanie Niven is joined by Paul Ronalds, CEO of Global Ventures at Save the Children, looking at on the ground, impactful routes to delivering change across different drivers, pulling together health tech innovation, climate adaptation insurance, and decarbonising cooking facilities into a sustainability landscape, comparing opportunities and approaches across the public and private markets.

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

    16 min
  • US election | how a Trump or Harris victory will shape markets
    The conventions are over, the banners banished, and the balloons have popped. Now Kamala Harris and Donald Trump get serious in the run-up to November 5th. Without picking sides, Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

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

    14 min
  • Has inflation bottomed?
    Inflation in the UK has ticked up while in the US it’s crept lower. It’s tempting to call that a halt in inflation’s precipitous fall is upon us because of amongst other factors, the base effect. Jason Borbora-Sheen disagrees, and even sees a possibility of continuing disinflation. The reaction by central banks will likely continue to be the focus of market participants’ attention. With this backdrop, Borbora-Sheen forward the case for bonds.

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

    11 min
  • Addressing digital inclusion challenges
    In this episode, Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion.

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

    29 min
  • Too high for too long?

    The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. What really happened, why, and was it avoidable?

    John Stopford looks back on a testing week and assesses the near-term prospects, with a keen eye on the background of US politics.

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    12 min
  • Gold and Trump 2.0
    Gold has been breaking records in US$ terms in 2024, and the future seems bright for the yellow metal. Fundamentals underpinning the gold price include central bank demand, US fiscal worries and the prospect of lower interest rates and the de-dollarisation of the global monetary system. Add to this the chance of another Trump presidency and gold bulls are on high alert. Iain Cunningham examines the key factors.

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

    11 min

About Ninety One | The Big Picture

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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…