Ninety One | The Big Picture

May 10 2019: John Stopford, in an interview recorded on Thursday 9 May, looks at the ongoing trade tensions between the United States and China and its impact on global markets. Hosted on Acast. See acast.com/privacy for more information.

May 3 2019: In an interview recorded on Thursday 2nd May 2019, Russell Silberston unpacks the recent updates from the US Federal Reserve and Bank of England. Hosted on Acast. See acast.com/privacy for more information.

April 30 2018: Tom Nelson discusses the challenge of decarbonization, the transition to a new world of energy and the risks and opportunities it brings. Find out more https://www.investecassetmanagement.com/en/insight/investment-institute/energy-3-0. Hosted on Acast. See acast.com/privacy for more information.

April 24 2018: Philip Saunders and Sahil Mahtani look at why de-dollarisation could be the story of the next cycle. Find out more at http://www.investecassetmanagment.com/dedollarisation . Hosted on Acast. See acast.com/privacy for more information.

April 10 2018: Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China. Hosted on Acast. See acast.com/privacy for more information.

April 4 2018: John Stopford reviews a cautiously optimistic first quarter of 2019 for developed markets but with a warning that the clock is ticking. Hosted on Acast. See acast.com/privacy for more information.

March 29 2018: Michael Power looks at the potential implications of the inverted yield-curve and what this means for the likelihood of a recession. Hosted on Acast. See acast.com/privacy for more information.

March 26 2018: John Green talks to Lindsay Williams about how the investment industry can focus on positive action to address the questions of sustainability and climate change. Hosted on Acast. See acast.com/privacy for more information.

March 18 2018: Jeremy Gardiner unpacks his recent presentation to financial advisors around South Africa. Hosted on Acast. See acast.com/privacy for more information.

March 13 2018: Russell Silberston talks to Lindsay Williams about UK markets, following the latest rejection of the Brexit deal by British MPs. Hosted on Acast. See acast.com/privacy for more information.

February 22 2018: Nazmeera Moola reacts to the 2019 South African budget speech, delivered by Finance Minister Tito Mboweni on the 20th of February. Hosted on Acast. See acast.com/privacy for more information.

February 19 2018: Michael Power updates Lindsay Williams on his recent trip to South East Asia. Hosted on Acast. See acast.com/privacy for more information.

February 12 2018: George Cheveley attended the Mining Indaba in Cape Town and reports back to Lindsay Williams on themes coming out of the annual gathering of the mining industry. Hosted on Acast. See acast.com/privacy for more information.

February 8 2018: Clyde Rossouw and Lindsay Williams look at quality investing in 2019. Hosted on Acast. See acast.com/privacy for more information.

February 4 2018: Portfolio Manager, Archie Hart, looks at emerging market equities and discusses the ongoing US/China trade talks. Hosted on Acast. See acast.com/privacy for more information.

January 16 2018: Russell Silberston talks to Lindsay Williams following the historic Brexit defeat, which saw MPs reject the plan by a majority of 230. Hosted on Acast. See acast.com/privacy for more information.

December 20 2018: In our mini-series, Investment Views 2019, Therese Niklasson looks at the year ahead for ESG. Hosted on Acast. See acast.com/privacy for more information.

December 17 2018: In our mini-series, Investment Views 2019, Alastair Mundy looks at the role of central banks in the next cycle and what Brexit means for 2019. Hosted on Acast. See acast.com/privacy for more information.

December 13 2018: In our mini-series, Investment Views 2019, Peter Eerdmans discusses what 2019 holds in store for emerging markets. Hosted on Acast. See acast.com/privacy for more information.

December 12 2018: In our mini-series, 2019 Investment Views, Alessandro Dicorrado sees 2019 as being the moment of truth where we will see which asset classes have been the most distorted over the last decade. Hosted on Acast. See acast.com/privacy for more information.

December 10 2018: In our mini-series, Investment Views 2019, Tom Nelson looks at prospects for the resources sector in 2019. Hosted on Acast. See acast.com/privacy for more information.

December 6 2018: In our mini-series, 2019 Investment Views, Jason Borbora looks ahead to the next year, where he sees security selection looking evermore critical as the cycle nears its inevitable end. Hosted on Acast. See acast.com/privacy for more information.

December 4 2018: In our mini-series, 2019 Investment Views, Wilfred Wee explains why modest growth and inflation in China place bonds in a sweet spot. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. Hosted on Acast. See acast.com/privacy for more information.

November 29 2018: In our mini-series, 2019 Investment Views, Philip Saunders looks ahead at what’s in store for asset classes in 2019. Hosted on Acast. See acast.com/privacy for more information.

November 19 2018: Simon Brazier discusses the investment opportunities that exist amid the volatility surrounding Brexit negotiations. Hosted on Acast. See acast.com/privacy for more information.