Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • Agriculture is vast, varied, and vital
    The agri economy is vast, varied and strategically vital. It has also developed a reputation as being environmentally unfriendly on a global scale, but things are changing as primary agricultural businesses and an array of ancillaries mend their ways. Dawid Heyl explains and details the resultant opportunities.

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

    9 min
  • The AI opportunity
    The hype around AI exploded into the public consciousness at the start of this year, largely due to the arrival of OpenAI’s ChatGPT. But as Abrie Pretorius and Nikhil Solanki explain, we’re actually at the start of the third AI-hype cycle, the first of which started in the 1950s! In this podcast, they look at the likely winners in the space and what this means for investors.

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

    40 min
  • Is cash really king? It’s not a yes or no question argues Jason Borbora-Sheen

    Investors have been asking whether cash is the only answer for a defensive income at present. Jason Borbora-Sheen and Ellie Clapton argue that the solution may not be quite so black and white.


    In this interview, Jason highlights four key reasons for why there is an opportunity cost of a cash only approach and where he feels investors should be looking.

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

    9 min
  • Tackling the sustainable investment sentiment shift
    Sentiment on sustainable investing and climate investing in particular has swung from peak positive for a variety of reasons that include interest rates and anti-ESG sentiment. Deirdre Cooper explains the shift, outlines her stance and injects a good deal of contrarian optimism. 

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

    10 min
  • Global natural resources equities: the growth opportunity that markets are (still) missing

    Many investors have been wary of investing in companies in natural resources sectors amid climate concern. Yet a sizeable group of natural resources businesses have critical roles to play in the energy transition, and consequently significant structural growth potential.


    Combined with underinvestment in new supply of transition-essential commodities and low valuations, it adds up to a fascinating time for investors to take a closer look at this unappreciated but highly dynamic part of the stock market. Ellie Clapton discusses with Portfolio Manager Tom Nelson.

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

    7 min
  • How worried should investors be about the debt-fuelled bet on US Treasuries?

    Bond yields in the US have been on the rise since 2020. From a low of below 1%, the 10-year yield at the time of publication is over 4.5%. Yes, inflation is still elevated and interest rates are thus remaining high, but are there other factors at play? Jason Borbora-Sheen explains the fundamentals and the actions of market participants, their consequences and the potential outcomes.


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

    16 min
  • Oil and the price equation
    The oil price was hovering just over $70 per barrel in mid-June, but by early September was just above $90. This sharp and rapid rise has been attributed to a Saudi strategy of removing supply, but the buoyant demand is also crucial as higher prices have not affected the world’s appetite for black gold. Tom Nelson discusses the price equation and implications of the recent rally.

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

    15 min
  • Behind the scenes at Jackson Hole
    The annual gathering of the world’s central bankers at Jackson Hole has concluded. The headline act, Jerome Powell of the Federal Reserve, was predictably circumspect as he highlighted stubborn inflationary pressures and therefore a cautious monetary policy stance. Russell Silberston summarises the gathering and the future of not only US interest rates but China’s and other key economies.

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

    9 min
  • Phillip Saunders | Is the dollar’s status as reserve currency of the world under threat?

    Reports of the demise of the US dollar as the world’s reserve currency have been numerous over recent years. Yet its status remains intact even though 2023 hasn’t been kind to the greenback. US interest rates show signs of having peaked as inflation abates, but is the dollar weakness as simple as that?

    Philip Saunders provides a perspective on the outlook in conversation with Lindsay Williams.

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

    12 min
  • Mapping the sustainable growth journey in China and Korea: Sustainability with Substance

    Juliana Hansveden and Yuxin Lin from the Sustainable Equity team recently travelled to China and Korea to meet existing and prospective portfolio companies. They discuss the insights gained from the trip and detail how they’re capturing the structural growth opportunities.


    Thirty one company visits over 14 days. A hectic schedule for Juliana Hansveden and Yuxin Lin as they travelled China and Korea for the first time since COVID. In an interview with portfolio specialist Ellie Clapton, listen to what they learned from their trip and how the Sustainable Equity team are thinking about these opportunities.


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

    12 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…