The Investment Perspective, with Ninety One cover art

The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

Written by: Ninety One
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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 in, subscribe, and unlock expert perspectives with every new episode.


Ninety One is an authorised financial services provider.

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Episodes
  • #95 Two scoreboards: why SA credit holds up while the economy limps

    #95 Two scoreboards: why SA credit holds up while the economy limps
    Jul 20 2026
    SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamentals, are driving the market, and why that gap demands a more conservative, quality-first approach rather than complacency.

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    8 mins
  • #94 Growth is no longer the enemy: inside Warsh's Fed

    #94 Growth is no longer the enemy: inside Warsh's Fed
    Jul 17 2026
    Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productivity and the AI boom could lift US growth well above conventional estimates, and what it means for inflation, interest rates and the dollar.

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    12 mins
  • #93 South African value is priced like a distress sale, and the bond market disagrees

    #93 South African value is priced like a distress sale, and the bond market disagrees
    Jul 13 2026
    John Biccard argues that South African equities have become disconnected from the country's own improving bond market. He points to retail names trading at deep discounts to intrinsic value, a first move into global technology after a brutal software sell-off, and a patient multi-year bet on a spirits recovery. In short: buy what's hated, hold through the discomfort, and let the turning point do the work.

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    23 mins
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