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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.
February 12, 2018Upbeat mood at Mining IndabaFebruary 12 2018: George Cheveley, Portfolio Manager at Investec Asset Management, reports back from Cape Town’s annual Mining Indaba – a gathering of influential stakeholders in the mining sector from across the African continent....more12minPlay
January 31, 2018A fixed income perspective on ChinaJanuary 31 2018: Mark Evans, analyst at Investec Asset Management, discusses the investment case for China following the recent release of their latest GDP figures. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed....more8minPlay
January 16, 2018The unintended consequences of technologyJanuary 16 2018: Michael Power, strategist at Investec Asset Management, argues that with technological advancements come unintended consequences and risks. The rollout of automation, digitisation and artificial intelligence has the potential to impact supply/demand dynamics, transform society and politics, and shape the investment landscape....more15minPlay
January 11, 2018Business as usualJanuary 11 2018: John Stopford, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about key global markets in 2018....more11minPlay
December 20, 2017Reaction to the ANC electionDecember 20 2017: Nazmeera Moola provides her views on recent events at the ANC Elective Conference and their role in South Africa's wider political story....more6minPlay
December 07, 2017A quiet recoveryDecember 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the Japanese Yen and the impact of ‘Abenomics’. Hosted on Acast. See acast.com/privacy for more information....more11minPlay
December 01, 2017Selectivity key for 2018December 1 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, looks at some key themes for investing in 2018 with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information....more11minPlay
November 24, 2017Investing for a better tomorrowNovember 24 2017: Therese Niklasson, Global Head of ESG for Investec Asset Management, discusses key environmental, social and governance (ESG) themes and how these need to be integrated into the investment process....more8minPlay
November 20, 2017An American anniversaryNovember 20 2017: Michael Power, Strategist at Investec Asset Management, looks back at President Trump’s first year in office....more9minPlay
November 10, 2017The future of energyNovember 10 2017: Tom Nelson, Head of Natural Resources at Investec Asset Management, discusses the future of energy as the world gathers in Germany for the 23rd UN climate change conference – COP23. Hosted on Acast. See acast.com/privacy for more information....more9minPlay
FAQs about Ninety One | The Big Picture:How many episodes does Ninety One | The Big Picture have?The podcast currently has 320 episodes available.