Ninety One | The Big Picture

Ninety One | The Big Picture

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Ninety One | The Big Picture episodes

  • Summertime blues in the oil market

    These are uneasy times in the oil market. The OPEC+ group met again in Vienna last week alongside oil industry chief executives and the stakes are high. Tom Nelson, Head of Thematic Equities discusses with Lindsay Williams.

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

    14 min
  • India’s sustainable future: Sustainability with Substance
    India offers an exciting decarbonisation growth opportunity, but it is also fast becoming the most populous country in the world. With that comes both risks and opportunities for investors. Portfolio Manager Graeme Baker is joined by Ninety One analyst Arita Sehgal and London School of Economics Professor in Practice Nick Robins to unpack this topic. They look at India’s impact on the world’s transition to net zero and what a just transition looks like for the country.

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

    34 min
  • Embracing the transition opportunity in emerging markets
    The world needs $4 trillion a year to reach net zero by 2050, with 25% of this needed by emerging markets. Nazmeera Moola, Chief Sustainability Officer and Daisy Streatfield, Sustainability Director, discuss how if we are to achieve a real-world transition, investors must finance new infrastructure and industries in emerging markets that will help the transition and provide capital for credible transition paths of today’s high emitters.

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

    8 min
  • Adapting to a new reality
    Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it and unpacks what this means for investors.

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    12 min
  • Thinking beyond bonds: from the multi-asset income desk
    The poor performance of government securities in 2022 and the write-down of Credit Suisse’s AT1 bonds should lead investors to question the defensive qualities of their fixed income holdings. Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton are back on the desk to discuss why they think investors need to think beyond bonds for a fixed income-like return.

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    12 min
  • UK savings platforms: a diamond in the rough
    The UK’s financial sector is not just about big banks. Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investors. Demographics, government regulation and technology should all help its development, with additional learnings on offer from US counterparts.

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    18 min
  • Fixed income isn't necessarily the best way to deliver bond-like outcomes | John Stopford
    The Credit Suisse crisis has called into question the defensive qualities of fixed income holdings. Traditionally, bonds are seen as ‘safe’ and equities as ‘risky’, but John Stopford argues this rather simplistic view of the world ignores the quality and breadth of securities which make up a company’s capital structure. 

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    9 min
  • Public and private collaboration critical to solving for SDGs
    Following the recently concluded spring meetings of the IMF and World Bank, Annika Brouwer reflects on progress made in public finance reform, the need for and challenges of mobilizing private capital, and the imperative for policies and projects to incorporate a return objective. 

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    15 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…