The Investment Perspective, with Ninety One cover art

The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

Written by: Ninety One
Listen for free

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.

Hosted on Acast. See acast.com/privacy for more information.

© 2023 Ninety One Economics Management Management & Leadership Personal Finance
Episodes
  • #87 The $1.75 trillion question: an IPO that could change everything

    #87 The $1.75 trillion question: an IPO that could change everything
    Jun 5 2026
    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.

    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    13 mins
  • #86 Holding its nerve: how SA is weathering the oil shock

    #86 Holding its nerve: how SA is weathering the oil shock
    Jun 4 2026
    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.

    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    12 mins
  • #85 A 4% wake-up call: reading the SARB's next move

    #85 A 4% wake-up call: reading the SARB's next move
    May 21 2026
    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.

    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    7 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet