Ninety One | The Big Picture

November 12 2018: Jeremy Gardiner discusses unpredictable US/China trade war tensions, “sugary growth” and its impact on South Africa and emerging markets. Hosted on Acast. See acast.com/privacy for more information.

October 31 2018: Russell Silberston reviews the UK budget announcement, delivered by Chancellor Philip Hammond on the 29th of October 2018. Hosted on Acast. See acast.com/privacy for more information.

October 24 2018: Portfolio Manager Wenchang Ma discusses the investment case for China and why we can expect to see continued trade war tensions with the US. 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.

October 18 2018: Michael Power maps out October’s market selloff and what it means for the current bull market run. Hosted on Acast. See acast.com/privacy for more information.

October 15 2018: Following the first-round elections in Brazil, Jair Bolsonaro and Fernando Haddad will face off for the presidency on the 28th of October. As the market leans toward a victory for Bolsonaro, Vivienne Taberer, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the current situation in Brazil and what these elections mean for emerging markets. Hosted on...

October 2 2018: Having evolved from a way to conquer chess grandmasters, the field of artificial intelligence has gained significant momentum due to the technological advancements in the last two decades. Rhynhardt Roodt, portfolio manager at Investec Asset Management, discusses the investment implications for this. Hosted on Acast. See acast.com/privacy for more information.

September 27 2018: John Stopford argues that we need to be looking at more longer-term market forces as he describes the shift in demographic drivers and the debt supercycle. Hosted on Acast. See acast.com/privacy for more information.

September 19 2018: Even if Donald Trump destroys global supply chains, Michael Power argues that is probably too late to rebuild much of the US’s industrial base. Besides the fact that China knows how to make pretty much all that US Inc has been contract-assembling in China, it no longer needs to copy foreign ideas. It is inventing its own. Hosted on Acast. See acast.com/privacy for more informati...

September 14 2018: Tom Nelson tracks the shift in the global energy supply mix and discusses how China is setting the tone in terms of renewable energy. Hosted on Acast. See acast.com/privacy for more information.

September 5 2018: With September marking the 10-year anniversary of the Lehman Brothers collapse, Jason Borbora looks at what we’ve learnt in the past 10 years and what we might still need to learn. Hosted on Acast. See acast.com/privacy for more information.

August 28 2018: Michael Spinks, Portfolio Manager at Investec Asset Management, discusses the record bull run in an interview with Lindsay Williams recorded on the 24th August 2018. Hosted on Acast. See acast.com/privacy for more information.

August 22 2018: With gold languishing at under $1200, Russell Silberston, Portfolio Manager at Investec Asset Management, discusses why gold should be viewed as a currency when considering its status as a ‘safe haven’ asset. Commodity prices can be extremely volatile and significant losses may be made. Hosted on Acast. See acast.com/privacy for more information.

August 15 2018: Grant Webster, Portfolio Manager at Investec Asset Management, and Lindsay Williams examine the current crisis in Turkey and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.

August 10 2018: Blake Hutchins and Lindsay Williams discuss UK’s record quarterly dividend haul. Hosted on Acast. See acast.com/privacy for more information.

July 31 2018: In an interview on 31 July 2018, Russell Silberston and Lindsay Williams discuss the role of central banks, looking at some key decisions happening around the world this week. Hosted on Acast. See acast.com/privacy for more information.

July 25 2018: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams on the US economy, the Federal Reserve Bank’s current interest rate policy and the global impact of trade wars. Hosted on Acast. See acast.com/privacy for more information.

July 5 2018: John Stopford looks at the ongoing trade wars whilst emphasising a selective approach going forward. Hosted on Acast. See acast.com/privacy for more information.

June 18 2018: Wilfred Wee, Portfolio Manager at Investec Asset Management, discusses the upcoming conditional inclusion of Chinese bonds in the Bloomberg Barclays Global Aggregate Index. 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...

June 13 2018: Despite the strong performance from diversified miners this year, investors remain wary of resources. Hanré Rossouw discusses the opportunities in a sector where valuations are still not stretched. Commodity prices can be extremely volatile and significant losses may be made. Hosted on Acast. See acast.com/privacy for more information.

June 05 2018: Michael Power reflects on how much longer an emerging markets index can continue to embrace, as its core weight, a country that within a decade may well have the world’s largest economy. 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/pr...

May 31 2018: John Stopford looks at the recent political turmoil in Italy and whether he sees the country leaving the European Union. Hosted on Acast. See acast.com/privacy for more information.

March 8 2018: Jeff Boswell, strategy leader at Investec Asset Management, discusses the opportunities available in credit markets with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

December 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the Japanese Yen and the impact of ‘Abenomics’. Hosted on Acast. See acast.com/privacy for more information.

December 1 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, looks at some key themes for investing in 2018 with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

November 10 2017: Tom Nelson, Head of Natural Resources at Investec Asset Management, discusses the future of energy as the world gathers in Germany for the 23rd UN climate change conference – COP23. Hosted on Acast. See acast.com/privacy for more information.