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

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Ox tales: China's tech appeal

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

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John Stopford on inflation: a ‘perfect storm’

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

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Ox tales: Economic trends to watch

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

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

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

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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

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Looking through the US election

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

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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

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EM corporate debt - a market overview

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

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South Africa update: Rates on hold

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

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Philip Saunders - market reaction to Fed

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

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Why Invest in Europe's Recovery?

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

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Jeremy Gardiner: Taking Stock in 2020

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

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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

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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

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Will the pandemic spur deglobalisation? - The Great Shutdown series

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

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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

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

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

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Fast and furious: policymakers respond to COVID-19

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

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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

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COVID-19: where does decarbonisation go from here?

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

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Hendrik du Toit on becoming Ninety One

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

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Japan by the numbers

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

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Positive mood at Mining Indaba

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

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South Africa’s ratings balancing act - South Africa update

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

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Planetary Pulse: making pensions greener - UK update

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

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South Africa update: a look at the SARB rate cute

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

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

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

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

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

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Counting on resilience rather than monetary stimulus – Investment Views 2020

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

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2020 outlook – what a relief?

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

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Rural China: the next half-billion

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

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

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

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Quarterly review with Philip Saunders: recession watch

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

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John Stopford reviews Fed cut

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

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South Africa’s welcome GDP surprise

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

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Recession watch

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

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Brexit: latest market reaction

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

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Reaction to Fed minutes

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

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Decarbonisation: a just transition

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

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Argentina’s shock result unpacked

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

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Renminbi trade war escalation

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

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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

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The trade war in numbers

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

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South Africa update: A fixed perspective

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

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US/China relations: from trade war to tech war

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

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Sustainability and Satellites

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

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Central banks brought into focus

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

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The last hurrah?

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

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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

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Central bank focus

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

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Tackling one of humanity’s greatest challenges

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

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

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

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Why China now?

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

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The clock is ticking

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

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Death, taxes and the inverted yield-curve

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

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South Africa update: Taking Stock in 2019

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

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Brexit update: searching for clarity

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

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South Africa update: sober budget weighed down by Eskom

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

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South East Asia’s new dynamic

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

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Mining Indaba: A few days of optimism

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

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Seeking greater certainty in uncertain times

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

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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

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Investment Views 2019: Evolving and expanding ESG focus

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

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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

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Investment Views 2019: Is this the moment of truth?

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

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Investment Views 2019: Stay selective

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

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Investment Views 2019: A defensive stance

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

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Investment Views 2019: China bonds in a sweet spot

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

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Investment Views 2019: From tailwinds to headwinds

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

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The Brexit opportunity

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

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South Africa update: Summer is coming

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

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UK update: Seemingly rosy budget but Brexit looms

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

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The changing face of China

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

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Bull market’s trade-war strain

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

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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

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Debt and demographics

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

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China no longer a copy-cat economy

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

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The third energy transition

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

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Lehman’s collapse – what did we learn?

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

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

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

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The state of gold

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

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The trouble with Turkey

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

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UK’s record dividend haul

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

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Central banks in focus

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

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United States by numbers

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

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A trade war is not the only risk

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

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A case for Chinese bonds

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

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Mining opportunity

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

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We need to talk about China

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

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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

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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

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Reaction to the BoE's decision to raise rates

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

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Rise of the electric vehicle

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

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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

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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

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The currency factor

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

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Correlation Fixation

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

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Europe in focus

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

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South Africa update: Cabinet reshuffle 4 months on

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

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Global market view

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

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Inflation watch

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

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A soft landing

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

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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

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