Ninety One | The Big Picture

By Ninety One

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

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FAQs about Ninety One | The Big Picture:

How many episodes does Ninety One | The Big Picture have?

The podcast currently has 320 episodes available.

Ninety One | The Big Picture episodes:

July 11, 2023 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.

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14min
July 03, 2023 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.
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34min
June 29, 2023 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.
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8min
June 28, 2023 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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12min
June 26, 2023 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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12min
June 13, 2023 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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18min
June 06, 2023 Transition talks: Bridget Beals, Co-Head of Climate Risk & Strategy at KPMG
In this interview, we speak to Bridget Beals, Head of Climate Risk & Strategy at KPMG who talks to us about the engagements she’s having with companies across public and private markets and the transition plans she’s seeing from these companies.
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29min
May 23, 2023 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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9min
May 17, 2023 South Africa update - Capturing cyclical opportunities in a resurgent Asia
Valuations in South Africa are cheap, but in the fight for capital, opportunities in Asia appear more compelling, says Hannes van den Berg.
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12min
April 25, 2023 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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15min

FAQs about Ninety One | The Big Picture:

How many episodes does Ninety One | The Big Picture have?

The podcast currently has 320 episodes available.

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