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 i

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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 92 episodes available.

The Investment Perspective, with Ninety One episodes:

July 03, 2026 #92 Beyond the index giants: the case for active EM
After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from which an active portfolio could benefit.
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13min
June 30, 2026 #91 The dollar's reversal: from debasement fears to strength
After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's reserve currency has strengthened over the past year, with the Dollar Index recording a modest, though not significant, gain. But is it simply a case of safe-haven buying at the outset of the conflict with Iran, combined with the prospect of higher inflation supporting tighter US monetary policy? Portfolio Manager Jason Borbora-Sheen examines the range of factors currently influencing the US dollar, including the stance and potential actions of a US Federal Reserve under the stewardship of a new Chair.

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9min
June 23, 2026 #90 Oil is falling, but South Africa's inflation fight is far from over
Oil prices have pulled back sharply from their peak, but Vivienne Taberer warns that the relief may come too late to spare South African consumers further pain. With the SARB watching closely for signs that inflation expectations are becoming unanchored, more rate hikes may well be on the table before any cuts return.
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7min
June 17, 2026 #89 Peace plan, messy reality: commodities after Iran deal
The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer shock still working through the system, George Cheveley walks through why he believes the market is moving too fast to declare the crisis resolved.
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15min
June 11, 2026 #88 When the rule book no longer applies
AI is reshaping the US economy in ways that confound historical precedent. Philip Saunders makes sense of a market landscape where growth is real but uneven, inflation risks are manageable but not absent, and the old playbook may no longer be enough.
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12min
June 05, 2026 #87 The $1.75 trillion question: an IPO that could change everything
The SpaceX IPO is just the opening act. With Anthropic and OpenAI close behind, Anton du Plooy considers what a wave of trillion-dollar listings means for markets, and for the investors who have to decide what to do about them.
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14min
June 04, 2026 #86 Holding its nerve: how SA is weathering the oil shock
The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up, and how long South Africa can absorb persistently elevated oil prices.
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13min
May 21, 2026 #85 A 4% wake-up call: reading the SARB's next move
A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at the front end of the curve.
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7min
May 19, 2026 #84 Beyond the index: why concentration risk may be active management's biggest opportunity
Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the JSE, and explains why these conditions may be creating some of the most compelling opportunities for active management in years.
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12min
May 18, 2026 #83 A very tight strait. Can oil get to $150?
With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-demand dynamics at play, what the numbers actually mean for oil prices, and why equity investors are more cautious than you might expect.
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13min

FAQs about The Investment Perspective, with Ninety One:

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

The podcast currently has 92 episodes available.