The Investment Perspective, with Ninety One

By Ninety One

Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, ... more

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FAQs about The Investment Perspective, with Ninety One:

How many episodes does The Investment Perspective, with Ninety One have?

The podcast currently has 32 episodes available.

The Investment Perspective, with Ninety One episodes:

June 06, 2025 #32 Cash Talk: Targeting 3% – an opportunity to catalyse economic growth
With CPI consistently below the target range, the SARB is proposing a lower, more ambitious 3% anchor. Vivienne Taberer examines what a 3% target would mean for the economy, markets, the rand, and monetary policy, concluding that the long-term gain would outweigh the short-term pain.
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9min
May 28, 2025 #31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
After a turbulent start to the year, 2025 is evolving into a year of opportunity. Malcolm Charles unpacks the key drivers of the bond market and dives into two significant events for South Africa: Budget 3.0 and President Ramaphosa’s recent meeting with Donald Trump. He explores what these developments could mean for the economy, markets, and sets out their positioning.
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17min
May 23, 2025 #30 Third time’s the charm
Fresh from a meeting with National Treasury, Adam Furlan shares a cautiously optimistic view on Budget 3.0. With signs of fiscal discipline and borrowing restraint, he unpacks the key takeaways – and what they mean for bonds and the rand.
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7min
May 21, 2025 #29 US approaches crunch point as debt soars
Moody’s, after some deliberation, joined its peers and knocked the US off its AAA perch. Markets seemingly shrugged it off, but it’s not that simple. John Stopford unpacks the implications, including why Trump’s "Big Beautiful Bill" could trigger a Truss-style trauma.
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15min
May 14, 2025 #28 A new investment reality takes shape
Ninety One’s 2025 Capital Market Assumptions was recently published based on data until the end of March, before the Trump tariff shock that so unnerved market participants. But as Daniel Morgan explains, many asset classes have already come full circle. Looking ahead, however, he anticipates a decade of modest returns where outperformance is unlikely to come from broad exposure alone, requiring investors to be more selective.
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16min
May 09, 2025 #27 Cash Talk: Why the SARB is holding back
Inflation is under control in South Africa and the price of money surely set to fall. Despite an uncertain international backdrop, the SARB is expected to cut interest rates twice this year. Vivienne Taberer examines the case for cuts, why prices are behaving in South Africa and why the MPC is hawkish.
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7min
April 30, 2025 #26 Tariffs, OPEC and shale: Where oil and gas markets are headed in 2025
Paul Gooden breaks down the complex forces moving oil and gas prices in 2025 — from OPEC’s fragile balancing act to the fading punch of US shale. But the real story might be in natural gas, where AI demand, electrification, and LNG exports are shaping a compelling new growth curve. This is energy investing beyond the headlines — analytical, forward-looking, and grounded in a global perspective.
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16min
April 30, 2025 #25 Keeping your footing when markets feel like shifting sand
Hannes van den Berg, unpacks how the team is navigating 2025’s waves of volatility. From sentiment swings and shifting earnings trends to gold’s safe-haven rally and the trade tensions shaping global equities — this conversation offers a timely look at what’s working (and what’s not) and why conviction matters more than ever.

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18min
April 24, 2025 #24 Fact over fury: dissecting Trump’s first 100 days
A 100 days have flown by. Under the stewardship of Donald Trump, the US and the world have had to sit up and take notice, sometimes for all the wrong reasons. Philip Saunders and Lindsay Williams try to remain non-partisan when discussing this most divisive of US Presidents by analysing his impact on an assortment of asset classes. While Lindsay quietly gnashes his teeth, Philip methodically stands away from screaming headlines and presents facts and prospects.
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31min
April 14, 2025 #23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
In this episode, we explore how corporate cash can work harder—without compromising on liquidity or safety. With the repo rate steady and a VAT hike ahead, Tsitsi Hatendi-Matika unpacks practical strategies that can be tailored to match corporates' operational cash flow cycle.

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8min

FAQs about The Investment Perspective, with Ninety One:

How many episodes does The Investment Perspective, with Ninety One have?

The podcast currently has 32 episodes available.