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The Investment Perspective, with Ninety One
by Ninety One
Chart positions today · United States
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About the show
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.
Hosted on Acast. See acast.com/privacy for more information.
Latest episodes
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#110 Finding value as bond yields rise
October 9, 2026 · 14 minGlobal 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…
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#109 Gold's slide didn't break the bull case, it tested it
October 1, 2026 · 14 minGold 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…
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#108 Trump's welcome for Xi signals a shift markets shouldn't ignore
September 29, 2026 · 9 minXi 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…
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#107 The biggest risk to SA bonds isn't the SARB decision, it’s DM yields
September 23, 2026 · 9 minThree central banks moved last week. A fourth, our own, decides this week. If you're trying to draw one lesson from all of it, Ruen Naidu argues, it’s this: the decision that matters most for South African bonds isn't the one the SARB is…
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#106 SA’s old economy is cashing in on the new economy's boom
September 11, 2026 · 13 minA 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…
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#105 Munitions, multiples and midterms: the risks the markets might be missing now
September 4, 2026 · 12 minMalcolm Charles breaks down why two wars, an AI-distorted equity market and an unpredictable US election are colliding at once, and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.
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#104 Bessent and Warsh at loggerheads: who controls the curve?
September 3, 2026 · 8 minUS 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…
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#103 The revenge of the old economy
August 31, 2026 · 11 minThe AI trade's next chapter is likely to run through copper, natural gas and gold, not chips. Paul Gooden sees natural resource equities in the early innings of a new cycle, underpinned by unusually tight supply discipline and free cash…