Ninety One | The Big Picture

January 26th 2022: With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too. Hosted on Acast. See acast.com/privacy for more information.

December 16 2021: Cyclical and structural trends are shaking up natural-resource markets. George Cheveley, Portfolio Manager, discusses how to capture the opportunities next year. Hosted on Acast. See acast.com/privacy for more information.

December 15 2021: Have inflation expectations been overshot? John Stopford, Head of Multi-Asset Income, thinks things could actually turn out better in terms of rate expectations than perhaps the market is beginning to fear. Hosted on Acast. See acast.com/privacy for more information.

December 14 2021: With the inflationary environment uncertain in this unique market cycle, Clyde Rossouw, Co-Head of Quality, believes owning stocks with pricing power is important to inflation-proof portfolios. Hosted on Acast. See acast.com/privacy for more information.

December 09 2021: After a rising tide lifted all parts of the credit market in 2021, Jeff Boswell, Head of Alternative Credit, explains how investors should approach a backdrop of wider dispersion in company performance in 2022. Hosted on Acast. See acast.com/privacy for more information.

December 08 2021: With the world’s transition to net zero likely to be a key focus for investors in 2022, Peter Eerdmans, Head of Fixed Income and Co-Head of Emerging Market Sovereign and FX, explains the important role of EM debt and the need for new approaches. Hosted on Acast. See acast.com/privacy for more information.

December 07 2021: Victoria Harling, Head of Emerging Market Corporate Debt, outlines the key drivers of EM corporate debt markets in 2022 and discusses where she sees the most compelling opportunities in the aftermath of significant volatility. Hosted on Acast. See acast.com/privacy for more information.

December 06 2021: Against a highly uncertain macro backdrop, gold may prove valuable for investors next year. And with gold companies in their best shape in a long time, George Cheveley, Portfolio Manager, discusses why gold equities may be a useful way to get exposure to the diversification potential of the precious metal. Hosted on Acast. See acast.com/privacy for more information.

December 02 2021: Wenchang Ma, Portfolio Manager, details why investors should be more optimistic about 2022, with modest corporate valuations for the growth on offer, and a smoother and more dispersed growth profile. Hosted on Acast. See acast.com/privacy for more information.

December 01 2021: Intensifying efforts to tackle climate change will drive growth for select companies in 2022 and beyond. Deirdre Cooper, Co-Head of Thematic Equity, discusses how to ride the green wave. Hosted on Acast. See acast.com/privacy for more information.

November 30 2021: Getting to net zero requires engaged investors who are willing to finance the emerging world’s transition. Nazmeera Moola, Chief Sustainability Officer, explains Ninety One’s approach to the decarbonisation challenge. Hosted on Acast. See acast.com/privacy for more information.

November 25 2021: Investors must navigate a complex environment as monetary policy normalises. Philip Saunders, Co-Head of Multi-Asset Growth, explores the investment outlook across asset classes and regions. Hosted on Acast. See acast.com/privacy for more information.

November 25 2021: Portfolio Managers Grant Webster and Archie Hart explain why the prudent action already taken by central banks in the face of rising inflation has left emerging markets well-prepared heading into the new year. Hosted on Acast. See acast.com/privacy for more information.

November 24 2021: Hendrik du Toit, Ninety One CEO, explains why investors must direct capital towards reducing real-world emissions, rather than focusing on short-term ‘feel-good’ carbon targets. Hosted on Acast. See acast.com/privacy for more information.

November 01 2021: Out with the old and in with the new … or is it? ‘Old’ industry commodities are essential for the development of the new, clean-energy world. George Cheveley, Portfolio Manager, shares an investment perspective on these seemingly strange bedfellows. Hosted on Acast. See acast.com/privacy for more information.

September 16 2021: Philip Saunders, Co-Head of Multi-Asset, explores the tricky balancing act facing the Fed, namely when to begin tapering its considerable support for markets in the face of improving growth prospects and stubbornly high inflation. Meanwhile, China has taken a different path, tolerating lower growth and a volatile equity market in order to address some key challenges that Beijing...

August 19 2021: Ninety One strategist, Russell Silberston analyses the latest signals from the US Federal Reserve. Hosted on Acast. See acast.com/privacy for more information.

July 19 2021: Philip Saunders, Co-Head of Multi-Asset Growth talks about the Fed acting as a 'chaperon' and discusses its potential decision to remove emergency monetary accommodation whilst not considering raising interest rates and what this means for markets. Hosted on Acast. See acast.com/privacy for more information.

July 12 2021: Wenchang Ma, Portfolio Manager at Ninety One, reflects on the 100 year anniversary of the Chinese Communist Party and discusses the opportunities and concerns felt by investors. Should investors view recent developments in the country as negative or positive signals from a long-term investment perspective? Hosted on Acast. See acast.com/privacy for more information.

July 08 2021: CEO Hendrik du Toit, is joined by Nazmeera Moola, Deirdre Cooper and John Green to discuss net zero for emerging markets, portfolio vs real world carbon and the unintended consequences of carbon intensity measures. Hosted on Acast. See acast.com/privacy for more information.

June 28 2021: George Cheveley, discusses the latest state of the gold market, how the US Federal Reserve policy is affecting gold prices, the impact of inflation on gold and hedging against uncertainty within the market as client are more encourage in holding gold and gold equities to diversifying their portfolio. Hosted on Acast. See acast.com/privacy for more information.

June 16 2021: Malcolm Charles discusses the green shoots – from construction to agriculture and mining – in the domestic economy, and the risks to his more upbeat outlook. Hosted on Acast. See acast.com/privacy for more information.

June 10 2021: Michael Power, Ninety One Investment Strategist, discusses recent economic data from China and why it has both delighted and startled market participants and commentators. Hosted on Acast. See acast.com/privacy for more information.

June 3 2021: Philip Saunders, Co-Head of Multi-Asset Growth, looks at post-Brexit Britain, discussing the country’s increasing growth rate as well as the bounce in Sterling from the low levels it experienced during the Brexit period. Hosted on Acast. See acast.com/privacy for more information.

May 17 2021: George Cheveley, portfolio manager of the Ninety One Global Gold Fund and co-portfolio manager for the diversified Natural Resources strategies, discusses the rise in the CRB index and the outlook for commodity prices and inflation. Hosted on Acast. See acast.com/privacy for more information.