Ninety One | The Big Picture

The Fed, as expected, raised US interest rates by 75 basis points. The accompanying news conference, however, was the main focus of market participants, and in the short term they liked it as many risk assets jumped. But what of the future? John Stopford, Head of Multi-Asset Income discusses the implications in conversation with Lindsay Williams. Hosted on Acast. See acast.com/privacy for mor...

The European Central Bank has raised rates for the first time in 11 years. The 50 basis-point hike takes the European benchmark to zero, and further rises likely to quell inflation. Russell Silberston, Investment Strategist, discusses the implications with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

Inflation has soared to multi-decade highs in several key economies, ringing central bankers’ alarm bells and unsettling the global investment community. But has inflation peaked? And if so how will the custodians of the price of money respond? Hosted on Acast. See acast.com/privacy for more information.

Journalist and broadcaster Helen Fospero documents the 2022 Tusk Lewa Safari Marathon. She follows the unique experiences of the 11-strong team from Ninety One who took part in the annual run through the beautiful Lewa Wildlife Conservancy in Northern Kenya. In the tenth year of Ninety One’s partnership with Tusk, the team raised money for Tusk and Lewa and visited inspiring community projects fun...

Four years after assistant Portfolio Manager Varun Laijawalla’s last research trip to India, he came away from company meetings feeling that notable changes were underway in the country, particularly around digitisation, manufacturing and housing. Hosted on Acast. See acast.com/privacy for more information.

‘Sustainable investing’ has become a catch-all term for an extremely broad range of investment approaches. To deliver returns to investors and a positive impact for a world in urgent need of sustainable development, investors need to be very clear about how their money is being allocated – and to what ends. Nazmeera Moola, Chief Sustainability Officer, discussed with Lindsay Williams. Hosted on Ac...

Three central banks have recently raised interest rates in response to rampant inflation. Leading the pack was the US Federal Reserve, delivering the biggest rise of 75 basis points. The Swiss National Bank weighed in with a 50 basis point increase and bringing up the rear was the Bank of England, lifting rates by 25 basis points. Strategist Russell Silberston discusses if they’ve left it too late...

Short-term market movements are rightly brushed aside by long-term investors, but the fundamentals behind those movements are crucial if they persist and short term becomes longer term. Philip Saunders, co-Head of Multi-Asset Growth discusses the set of circumstances causing such concern in conversation with Lindsay Williams.  Hosted on Acast. See acast.com/privacy for more information.

Philip Saunders reviews his 2022 views during the annual Ninety One Global Insights conference.  Hosted on Acast. See acast.com/privacy for more information.

Australia’s election was an important reminder that sovereign-bond investors need to look beyond purely economic and financial data. As Michael Spinks explains, natural-, social- and human-capital factors can be significant sources of risk for investors in debt issued by countries – as well as other assets. Hosted on Acast. See acast.com/privacy for more information.

Michael Power talks to Lindsay Williams about his recent talk at our Global Insights conference in London.  Hosted on Acast. See acast.com/privacy for more information.

Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. Ninety One’s 4 Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries.  Hosted on Acast. See acast.com/privacy for more information.

We invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey of integrating sustainability in their portfolios. Hosted on Acast. See acast.com/privacy for more information.

In our second episode of our on-going series, From the Multi-Asset Desk , Ellie Clapton, Portfolio Specialist and Jason Borbora-Sheen, Portfolio Manager, discuss some of the hot topics in the Multi-Asset team at Ninety One. With a recent flattening followed by a subsequent re-steepening of the yield curve, what are the consequences for asset returns and the potential risk of a recession? Hosted on...

Suddenly central banks worldwide have awoken. Rates are rising and investors are contemplating the consequences. Russell Silberston describes the present and potential future environment in conversation with Lindsay Williams. Recorded on May 5th. Hosted on Acast. See acast.com/privacy for more information.

With the global construction industry accounting for almost 40% of total energy-related greenhouse gas emissions, tackling climate change clearly needs to start at home. That presents big opportunities for companies supplying products and services that make the built environment more energy efficient. Hosted on Acast. See acast.com/privacy for more information.

Risk assets seem to be sensitive to the downside, but yet remain at elevated levels. As we approach May with what some see as the perfect storm, is there an element of trepidation? Sell in May, take protection, or target sectors that might be resilient? John Stopford discusses. Hosted on Acast. See acast.com/privacy for more information.

Philip Saunders, Co-Head of Multi-Asset Growth discusses the dramatic policy shift towards defence and energy spending in Europe, and explains why the conflict may mark a turning point in the world’s reliance on the US currency. Hosted on Acast. See acast.com/privacy for more information.

In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team. Hosted on Acast. See acast.com/privacy for more information.

With the focus in recent weeks on Russia and Ukraine, interest rates were seemingly a sideshow. But they came into sharp focus when The US Federal Reserve and the Bank of England raised rates within hours of each other, as predicted. But what is the prediction for the future? Investment Strategist Russell Silberston explains. Hosted on Acast. See acast.com/privacy for more information.

With gold back in the headlines, George Cheveley returning from the BMO Mining Conference, gives his views on what will be driving gold in 2022. Hosted on Acast. See acast.com/privacy for more information.

Portfolio Manager Iain Cunningham argues that it is time to look through the negative Chinese growth surprises and take advantage of depressed valuations in conversation with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

Sahil Mahtani and Chris Miller take a look at China’s tech revolution and provide a report card from consumer internet to hard tech. Hosted on Acast. See acast.com/privacy for more information.

Bond investors’ worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the opportunities. Hosted on Acast. See acast.com/privacy for more information.