Ninety One | The Big Picture

Ninety One | The Big Picture

143 episodes

A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.

Podcasts

Philip Saunders on rising bond yields and sector rotation

Published: March 16, 2021, 4 a.m.
Duration: 15 minutes 46 seconds

Listed in: Business

Ox tales: Riding China's green wave

Published: March 1, 2021, 4 a.m.
Duration: 12 minutes 30 seconds

Listed in: Business

Ox tales: China's tech appeal

Published: Feb. 19, 2021, 4 a.m.
Duration: 9 minutes 39 seconds

Listed in: Business

John Stopford on inflation: a ‘perfect storm’

Published: Feb. 16, 2021, 4 a.m.
Duration: 16 minutes 11 seconds

Listed in: Business

Ox tales: Economic trends to watch

Published: Feb. 10, 2021, 4 a.m.
Duration: 13 minutes 33 seconds

Listed in: Business

Ox tales: For income, China bonds yield to (almost) none

Published: Feb. 8, 2021, 4 a.m.
Duration: 10 minutes 51 seconds

Listed in: Business

Simon Brazier on post-Brexit Britain

Published: Jan. 20, 2021, 4 a.m.
Duration: 10 minutes 39 seconds

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Meaningful action urgently needed to clean up the supply side energy system

Published: Dec. 2, 2020, 4 a.m.
Duration: 14 minutes

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Behavioural bias - Tune in and turn off the noise

Published: Nov. 27, 2020, 4 a.m.
Duration: 12 minutes 44 seconds

Listed in: Business

Looking through the US election

Published: Nov. 27, 2020, 4 a.m.
Duration: 9 minutes 57 seconds

Listed in: Business

US elections: John Stopford discusses the outlook for investors

Published: Nov. 17, 2020, 4 a.m.
Duration: 11 minutes 10 seconds

Listed in: Business

Part 2 | Michael Power’s most thought provoking questions

Published: Nov. 2, 2020, 4 a.m.
Duration: 24 minutes 13 seconds

Listed in: Business

Part 1 | Michael Power’s most thought provoking questions

Published: Nov. 1, 2020, 4 a.m.
Duration: 21 minutes 11 seconds

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From coal to carbon free in forty years, and what it means for investing in China

Published: Oct. 19, 2020, 4 a.m.
Duration: 8 minutes 45 seconds

Listed in: Business

EM corporate debt - a market overview

Published: Oct. 1, 2020, 4 a.m.
Duration: 14 minutes 23 seconds

Listed in: Business

South Africa update: Rates on hold

Published: Sept. 19, 2020, 4 a.m.
Duration: 10 minutes 40 seconds

Listed in: Business

Philip Saunders - market reaction to Fed

Published: Sept. 18, 2020, 4 a.m.
Duration: 10 minutes 18 seconds

Listed in: Business

Why Invest in Europe's Recovery?

Published: Sept. 11, 2020, 4 a.m.
Duration: 10 minutes 41 seconds

Listed in: Business

Jeremy Gardiner: Taking Stock in 2020

Published: Sept. 3, 2020, 4 a.m.
Duration: 15 minutes 30 seconds

Listed in: Business

The Fed’s new era - Russell Silberston

Published: Aug. 28, 2020, 4 a.m.
Duration: 11 minutes 35 seconds

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John Stopford on thriving in an income desert

Published: Aug. 23, 2020, 4 a.m.
Duration: 11 minutes 16 seconds

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Philip Saunders - Will growth assets continue to grind higher?

Published: Aug. 14, 2020, 4 a.m.
Duration: 10 minutes 30 seconds

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The future of work

Published: Aug. 5, 2020, 4 a.m.
Duration: 15 minutes 34 seconds

Listed in: Business

All things China with Michael Power

Published: July 23, 2020, 4 a.m.
Duration: 12 minutes 29 seconds

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Inflation vs disinflation

Published: July 16, 2020, 4 a.m.
Duration: 3 minutes 48 seconds

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Making an impact – Global Environment Impact Report released

Published: July 2, 2020, 4 a.m.
Duration: 13 minutes 5 seconds

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Emerging Markets: looking at the road to recovery

Published: June 26, 2020, 4 a.m.
Duration: 19 minutes 13 seconds

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Low-carbon lowdown with Deirdre Cooper

Published: June 17, 2020, 4 a.m.
Duration: 13 minutes 39 seconds

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Ninety One SA Recovery Fund launches

Published: June 11, 2020, 4 a.m.
Duration: 11 minutes 21 seconds

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COVID-19: the return of the state - The Great Shutdown series

Published: June 4, 2020, 4 a.m.
Duration: 15 minutes 6 seconds

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Under pressure: The International Monetary and Financial System - The Great Shutdown series

Published: May 28, 2020, 4 a.m.
Duration: 13 minutes 50 seconds

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Hendrik du Toit: our strategy remains consistent

Published: May 21, 2020, 4 a.m.
Duration: 14 minutes 41 seconds

Listed in: Business

Will the pandemic spur deglobalisation? - The Great Shutdown series

Published: May 15, 2020, 4 a.m.
Duration: 15 minutes 39 seconds

Listed in: Business

The power of a secure base

Published: May 13, 2020, 4 a.m.
Duration: 24 minutes 14 seconds

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Dealing with the debt burden - The Great Shutdown series

Published: May 6, 2020, 4 a.m.
Duration: 17 minutes 58 seconds

Listed in: Business

Where to from here? – Philip Saunders on COVID-19

Published: April 22, 2020, 4 a.m.
Duration: 25 minutes 37 seconds

Listed in: Business

Fast and furious: policymakers respond to COVID-19

Published: April 20, 2020, 4 a.m.
Duration: 18 minutes 49 seconds

Listed in: Business

Why South Africa needs a stimulus plan – Nazmeera Moola

Published: April 16, 2020, 4 a.m.
Duration: 16 minutes 52 seconds

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Hendrik du Toit: investing for a world of change

Published: April 8, 2020, 4 a.m.
Duration: 15 minutes 1 second

Listed in: Business

COVID-19: where does decarbonisation go from here?

Published: April 7, 2020, 4 a.m.
Duration: 8 minutes 57 seconds

Listed in: Business

Hendrik du Toit on becoming Ninety One

Published: March 20, 2020, 4 a.m.
Duration: 17 minutes 9 seconds

Listed in: Business

Japan by the numbers

Published: Feb. 21, 2020, 4 a.m.
Duration: 12 minutes 2 seconds

Listed in: Business

Positive mood at Mining Indaba

Published: Feb. 10, 2020, 4 a.m.
Duration: 10 minutes 58 seconds

Listed in: Business

South Africa’s ratings balancing act - South Africa update

Published: Feb. 7, 2020, 4 a.m.
Duration: 10 minutes 2 seconds

Listed in: Business

Planetary Pulse: making pensions greener - UK update

Published: Jan. 27, 2020, 4 a.m.
Duration: 12 minutes 53 seconds

Listed in: Business

South Africa update: a look at the SARB rate cute

Published: Jan. 20, 2020, 4 a.m.
Duration: 5 minutes 3 seconds

Listed in: Business

Is 2020 the year of differentiation for emerging markets? – Investment Views 2020

Published: Dec. 19, 2019, 4 a.m.
Duration: 8 minutes 59 seconds

Listed in: Business

Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020

Published: Dec. 10, 2019, 4 a.m.
Duration: 8 minutes 58 seconds

Listed in: Business

Counting on resilience rather than monetary stimulus – Investment Views 2020

Published: Dec. 6, 2019, 4 a.m.
Duration: 7 minutes 16 seconds

Listed in: Business

2020 outlook – what a relief?

Published: Dec. 3, 2019, 4 a.m.
Duration: 8 minutes 14 seconds

Listed in: Business

Rural China: the next half-billion

Published: Nov. 18, 2019, 4 a.m.
Duration: 10 minutes 52 seconds

Listed in: Business

Chris Freund’s quarterly review: SA confidence to improve slowly

Published: Oct. 14, 2019, 4 a.m.
Duration: 13 minutes 8 seconds

Listed in: Business

Quarterly review with Philip Saunders: recession watch

Published: Oct. 11, 2019, 4 a.m.
Duration: 11 minutes 35 seconds

Listed in: Business

John Stopford reviews Fed cut

Published: Sept. 20, 2019, 4 a.m.
Duration: 9 minutes 2 seconds

Listed in: Business

South Africa’s welcome GDP surprise

Published: Sept. 4, 2019, 4 a.m.
Duration: 6 minutes 57 seconds

Listed in: Business

Recession watch

Published: Sept. 1, 2019, 4 a.m.
Duration: 11 minutes 54 seconds

Listed in: Business

Brexit: latest market reaction

Published: Aug. 29, 2019, 4 a.m.
Duration: 4 minutes 45 seconds

Listed in: Business

Reaction to Fed minutes

Published: Aug. 22, 2019, 4 a.m.
Duration: 13 minutes 16 seconds

Listed in: Business

Decarbonisation: a just transition

Published: Aug. 20, 2019, 4 a.m.
Duration: 42 minutes 29 seconds

Listed in: Business

Argentina’s shock result unpacked

Published: Aug. 13, 2019, 4 a.m.
Duration: 13 minutes 19 seconds

Listed in: Business

Renminbi trade war escalation

Published: Aug. 6, 2019, 4 a.m.
Duration: 15 minutes 55 seconds

Listed in: Business

Fed reaction: searching for a soft landing

Published: Aug. 1, 2019, 4 a.m.
Duration: 10 minutes 35 seconds

Listed in: Business

UK update: seeking clarity

Published: July 25, 2019, 4 a.m.
Duration: 6 minutes 21 seconds

Listed in: Business

The trade war in numbers

Published: July 24, 2019, 4 a.m.
Duration: 11 minutes 12 seconds

Listed in: Business

South Africa update: A fixed perspective

Published: July 17, 2019, 4 a.m.
Duration: 6 minutes 5 seconds

Listed in: Business

US/China relations: from trade war to tech war

Published: July 3, 2019, 4 a.m.
Duration: 15 minutes

Listed in: Business

Sustainability and Satellites

Published: June 28, 2019, 4 a.m.
Duration: 14 minutes 55 seconds

Listed in: Business

Central banks brought into focus

Published: June 21, 2019, 4 a.m.
Duration: 10 minutes 23 seconds

Listed in: Business

The last hurrah?

Published: June 11, 2019, 4 a.m.
Duration: 12 minutes 3 seconds

Listed in: Business

South Africa’s Cabinet balancing act

Published: June 3, 2019, 4 a.m.
Duration: 3 minutes 56 seconds

Listed in: Business

Sell in May and go away?

Published: May 23, 2019, 4 a.m.
Duration: 12 minutes 47 seconds

Listed in: Business

South African elections: a time to take bold moves

Published: May 16, 2019, 4 a.m.
Duration: 12 minutes 47 seconds

Listed in: Business

Trade war: who holds the stronger hand?

Published: May 10, 2019, 4 a.m.
Duration: 10 minutes

Listed in: Business

Central bank focus

Published: May 3, 2019, 4 a.m.
Duration: 9 minutes 8 seconds

Listed in: Business

Tackling one of humanity’s greatest challenges

Published: April 30, 2019, 4 a.m.
Duration: 14 minutes 16 seconds

Listed in: Business

‘Dedollarisation’ – how a global currency shift may surprise investors

Published: April 24, 2019, 4 a.m.
Duration: 11 minutes 58 seconds

Listed in: Business

Why China now?

Published: April 10, 2019, 4 a.m.
Duration: 10 minutes 14 seconds

Listed in: Business

The clock is ticking

Published: April 4, 2019, 4 a.m.
Duration: 8 minutes 59 seconds

Listed in: Business

Death, taxes and the inverted yield-curve

Published: March 29, 2019, 4 a.m.
Duration: 8 minutes 44 seconds

Listed in: Business

South Africa update: Taking Stock in 2019

Published: March 18, 2019, 4 a.m.
Duration: 9 minutes 59 seconds

Listed in: Business

Brexit update: searching for clarity

Published: March 13, 2019, 4 a.m.
Duration: 7 minutes 32 seconds

Listed in: Business

South Africa update: sober budget weighed down by Eskom

Published: Feb. 22, 2019, 4 a.m.
Duration: 10 minutes 36 seconds

Listed in: Business

South East Asia’s new dynamic

Published: Feb. 19, 2019, 4 a.m.
Duration: 10 minutes 22 seconds

Listed in: Business

Mining Indaba: A few days of optimism

Published: Feb. 12, 2019, 4 a.m.
Duration: 9 minutes 3 seconds

Listed in: Business

Seeking greater certainty in uncertain times

Published: Feb. 8, 2019, 4 a.m.
Duration: 7 minutes 9 seconds

Listed in: Business

An emerging 2019

Published: Feb. 4, 2019, 4 a.m.
Duration: 13 minutes 24 seconds

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UK update: Brexit defeat – what next?

Published: Jan. 16, 2019, 4 a.m.
Duration: 11 minutes 14 seconds

Listed in: Business

Investment Views 2019: Evolving and expanding ESG focus

Published: Dec. 20, 2018, 4 a.m.
Duration: 10 minutes 21 seconds

Listed in: Business

Investment Views 2019: Looking through Brexit

Published: Dec. 17, 2018, 4 a.m.
Duration: 10 minutes 22 seconds

Listed in: Business

Investment Views 2019: Growth, consolidation and reforms for emerging markets

Published: Dec. 13, 2018, 4 a.m.
Duration: 13 minutes 14 seconds

Listed in: Business

Investment Views 2019: Is this the moment of truth?

Published: Dec. 12, 2018, 4 a.m.
Duration: 10 minutes 44 seconds

Listed in: Business

Investment Views 2019: Stay selective

Published: Dec. 10, 2018, 4 a.m.
Duration: 11 minutes 41 seconds

Listed in: Business

Investment Views 2019: A defensive stance

Published: Dec. 6, 2018, 4 a.m.
Duration: 11 minutes 56 seconds

Listed in: Business

Investment Views 2019: China bonds in a sweet spot

Published: Dec. 4, 2018, 4 a.m.
Duration: 8 minutes 11 seconds

Listed in: Business

Investment Views 2019: From tailwinds to headwinds

Published: Nov. 29, 2018, 4 a.m.
Duration: 17 minutes 41 seconds

Listed in: Business

The Brexit opportunity

Published: Nov. 19, 2018, 4 a.m.
Duration: 11 minutes 2 seconds

Listed in: Business

South Africa update: Summer is coming

Published: Nov. 12, 2018, 4 a.m.
Duration: 8 minutes 27 seconds

Listed in: Business

UK update: Seemingly rosy budget but Brexit looms

Published: Oct. 31, 2018, 4 a.m.
Duration: 9 minutes 6 seconds

Listed in: Business

The changing face of China

Published: Oct. 24, 2018, 4 a.m.
Duration: 10 minutes 8 seconds

Listed in: Business

Bull market’s trade-war strain

Published: Oct. 18, 2018, 4 a.m.
Duration: 8 minutes 15 seconds

Listed in: Business

Emerging views on Brazil elections

Published: Oct. 15, 2018, 4 a.m.
Duration: 7 minutes 46 seconds

Listed in: Business

Beyond the AI hype

Published: Oct. 2, 2018, 4 a.m.
Duration: 8 minutes 4 seconds

Listed in: Business

Debt and demographics

Published: Sept. 27, 2018, 4 a.m.
Duration: 9 minutes 24 seconds

Listed in: Business

China no longer a copy-cat economy

Published: Sept. 19, 2018, 4 a.m.
Duration: 10 minutes 36 seconds

Listed in: Business

The third energy transition

Published: Sept. 14, 2018, 4 a.m.
Duration: 10 minutes 33 seconds

Listed in: Business

Lehman’s collapse – what did we learn?

Published: Sept. 5, 2018, 4 a.m.
Duration: 9 minutes 37 seconds

Listed in: Business

Quo vadis the longest (but most hated) bull market in history?

Published: Aug. 28, 2018, 4 a.m.
Duration: 9 minutes 37 seconds

Listed in: Business

The state of gold

Published: Aug. 22, 2018, 4 a.m.
Duration: 6 minutes 43 seconds

Listed in: Business

The trouble with Turkey

Published: Aug. 15, 2018, 4 a.m.
Duration: 8 minutes 21 seconds

Listed in: Business

UK’s record dividend haul

Published: Aug. 10, 2018, 4 a.m.
Duration: 5 minutes 41 seconds

Listed in: Business

Central banks in focus

Published: July 31, 2018, 4 a.m.
Duration: 12 minutes 23 seconds

Listed in: Business

United States by numbers

Published: July 25, 2018, 4 a.m.
Duration: 12 minutes 29 seconds

Listed in: Business

A trade war is not the only risk

Published: July 5, 2018, 4 a.m.
Duration: 9 minutes 23 seconds

Listed in: Business

A case for Chinese bonds

Published: June 18, 2018, 4 a.m.
Duration: 10 minutes 5 seconds

Listed in: Business

Mining opportunity

Published: June 13, 2018, 4 a.m.
Duration: 5 minutes 18 seconds

Listed in: Business

We need to talk about China

Published: June 5, 2018, 4 a.m.
Duration: 10 minutes 39 seconds

Listed in: Business

Sharp focus on Italy

Published: May 31, 2018, 4 a.m.
Duration: 9 minutes 12 seconds

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The credit crossroads

Published: March 8, 2018, 4 a.m.
Duration: 10 minutes 37 seconds

Listed in: Business

A quiet recovery

Published: Dec. 7, 2017, 5 a.m.
Duration: 10 minutes 16 seconds

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Selectivity key for 2018

Published: Dec. 1, 2017, 5 a.m.
Duration: 10 minutes 29 seconds

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Investing for a better tomorrow

Published: Nov. 24, 2017, 6 a.m.
Duration: 7 minutes 11 seconds

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An American anniversary

Published: Nov. 20, 2017, 6 a.m.
Duration: 8 minutes 11 seconds

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The future of energy

Published: Nov. 10, 2017, 7 a.m.
Duration: 8 minutes 36 seconds

Listed in: Business

Reaction to the BoE's decision to raise rates

Published: Nov. 3, 2017, 2:41 a.m.
Duration: 8 minutes 16 seconds

Listed in: Business

Rise of the electric vehicle

Published: Nov. 1, 2017, 6:30 a.m.
Duration: 8 minutes 45 seconds

Listed in: Business

The People’s Congress

Published: Oct. 26, 2017, 7:30 a.m.
Duration: 11 minutes 17 seconds

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A journey around the globe

Published: Oct. 17, 2017, 7:30 a.m.
Duration: 12 minutes 14 seconds

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China’s new paradigm

Published: Oct. 11, 2017, 7:30 a.m.
Duration: 11 minutes 20 seconds

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South Africa update: The clock is ticking

Published: Sept. 20, 2017, 10:30 a.m.
Duration: 12 minutes 21 seconds

Listed in: Business

European roundup

Published: Sept. 14, 2017, 10:30 a.m.
Duration: 8 minutes 11 seconds

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UK update: Brexit blame game

Published: Sept. 7, 2017, 10:30 a.m.
Duration: 11 minutes 23 seconds

Listed in: Business

The currency factor

Published: Sept. 1, 2017, 10 a.m.
Duration: 10 minutes 30 seconds

Listed in: Business

Correlation Fixation

Published: Aug. 23, 2017, 4:45 p.m.
Duration: 10 minutes 22 seconds

Listed in: Business

Europe in focus

Published: Aug. 21, 2017, 9:15 a.m.
Duration: 4 minutes 27 seconds

Listed in: Business

South Africa update: Cabinet reshuffle 4 months on

Published: Aug. 11, 2017, 3:29 p.m.
Duration: 10 minutes 14 seconds

Listed in: Business

Global market view

Published: Aug. 2, 2017, 9:19 a.m.
Duration: 9 minutes 16 seconds

Listed in: Business

Inflation watch

Published: July 19, 2017, 12:25 p.m.
Duration: 11 minutes 38 seconds

Listed in: Business

A soft landing

Published: July 18, 2017, 1:02 p.m.
Duration: 10 minutes 48 seconds

Listed in: Business

Winds of change

Published: July 12, 2017, 8:51 a.m.
Duration: 12 minutes 8 seconds

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Quantitative tightening

Published: June 23, 2017, 11:17 a.m.
Duration: 4 minutes 17 seconds

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A weakened hand

Published: June 14, 2017, 9:15 a.m.
Duration: 7 minutes 23 seconds

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Filling the African infrastructure gap

Published: June 8, 2017, 4:08 p.m.
Duration: 11 minutes 8 seconds

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Case for gold bolstered

Published: June 7, 2017, 10:50 a.m.
Duration: 9 minutes 12 seconds

Listed in: Business