Ninety One | The Big Picture

November 3 2017: Russell Silberston, Head of Multi-Asset Absolute Return, comments on the Bank of England’s decision to raise rates for the first time in ten years. Hosted on Acast. See acast.com/privacy for more information.

November 1 2017: Niall Hartnett, Analyst at Investec Asset Management, unpacks the challenges and opportunities around the increased adoption of electric vehicles. Hosted on Acast. See acast.com/privacy for more information.

October 26 2017: Philip Saunders discusses China’s prospects following the 19th Communist Party Congress. 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 17 2017: Michael Power, Strategist at Investec Asset Management, provides an update on key markets during his trip to Latin America and the Middle East. Hosted on Acast. See acast.com/privacy for more information.

October 11 2017: Philip Saunders, Portfolio Manager at Investec Asset Management, discusses China’s ‘new economy’ ahead of the 19th National Congress of the Communist Party being held next week. Hosted on Acast. See acast.com/privacy for more information.

September 20 2017: Jeremy Gardiner, Director at Investec Asset Management, discusses global markets and the current situation in South Africa, with limited time for the country to fix itself. Hosted on Acast. See acast.com/privacy for more information.

September 14 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, talks to Lindsay Williams about the current political climate in some of Europe’s key markets. Hosted on Acast. See acast.com/privacy for more information.

September 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, discusses the ongoing Brexit negotiations and its impact on the pound. Hosted on Acast. See acast.com/privacy for more information.

September 1 2017: Philip Saunders, co-head Multi-Asset Growth at Investec Asset Management, discusses the relatively weak dollar and its impact on global markets. Hosted on Acast. See acast.com/privacy for more information.

August 23 2017: Jason Borbora, Assistant Portfolio Manager at Investec Asset Management, argues that correlation needs to be viewed in combination with other characteristics to get a fuller appreciation of an investment’s behavior. Hosted on Acast. See acast.com/privacy for more information.

August 21 2017: Ken Hsia, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about what he sees as the foundations for a reasonable economic recovery in Europe. Hosted on Acast. See acast.com/privacy for more information.

August 11 2017: Nazmeera Moola, Co-Head of SA and Africa Fixed Income at Investec Asset Management, discusses the continued impact of the South African cabinet reshuffle on the economy of the country. Hosted on Acast. See acast.com/privacy for more information.

August 02 2017: Philip Saunders, co-head Multi-Asset Growth at Investec Asset Management, talks with Lindsay Williams about global markets, the impact of US Dollar strength and the Euro rally. Hosted on Acast. See acast.com/privacy for more information.

July 19 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, discusses inflation and central bank policy in key global markets with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

July 18 2017: Michael Power, Strategist at Investec Asset Management, talks to Lindsay Williams following the release of Chinese GDP data for the second quarter of 2017. Hosted on Acast. See acast.com/privacy for more information.

July 12 2017: Russell Silberston talks to Lindsay Williams about the shift in interest rate emphasis from central banks. Hosted on Acast. See acast.com/privacy for more information.