The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

By Ninety OneBusinessInvestingManagement
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The Investment Perspective, with Ninety One episodes

  • #113 Energy shares are still priced for peace
    Brent has swung between $70 and $120 this year, but Paul Gooden doesn’t expect a quick return to normal. Refining margins, depleted inventories and a conflict with no quick exit will keep demand elevated for years. Meanwhile, energy equities still price in a world that no longer exists.

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    11 min
  • #111 Markets look mad, but the strategy behind them is coherent
    Memory chips up 600%, a US war with Iran, oil above $100 and equities at record highs. Philip Saunders argues the madness is mostly noise. Beneath it sit four forces, a US playbook that makes sense, and bonds that finally offer value.

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    16 min
  • #110 Finding value as bond yields rise
    Global bond yields are rising again, challenging decades of falling rates, but John Stopford sees a cyclical move, not a regime shock. He explains why he is turning constructive on bonds and why the AI boom is the key risk for equities and credit.

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    15 min
  • #109 Gold's slide didn't break the bull case, it tested it
    Gold fell from over $5 500 to about $3 600 this year, and central banks stepped back before coming back in force in the second quarter. Muhammad Docrat explains why the structural case still holds and what gold does for a portfolio that other assets can't.

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    15 min
  • #108 Trump's welcome for Xi signals a shift markets shouldn't ignore
    Xi Jinping's Washington visit was more significant than the tariff concessions it produced. The symbolism, including Trump meeting Xi on the tarmac, points to Washington finally treating Beijing as a peer, Philip Saunders argues. For investors who've long priced in a Taiwan flashpoint, that shift deserves more attention than the trade headlines it generated.

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    9 min
  • #106 SA’s old economy is cashing in on the new economy's boom
    A JSE that looks strong on the surface is really two markets in one: diversified miners and gold and platinum names riding the global AI infrastructure and commodities boom, against an SA Inc split between struggling retailers and resilient banks. Samantha Hartard explains why SA, despite having almost no tech exposure, is still finding a way into the AI trade through copper, coal and the physical buildout behind it.

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    13 min
  • #104 Bessent and Warsh at loggerheads: who controls the curve?
    US Treasury Secretary Scott Bessent has been buying back long bonds to calm a sell-off at the long end of the yield curve. Fed governor Kevin Warsh, fresh from a hawkish Jackson Hole speech, wants the opposite: a smaller balance sheet and a clear signal from the curve. Ruen Naidu unpacks why the two are at odds, and why an oil price spike could override both.

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    9 min

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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…