Ninety One | The Big Picture

May 5 2021: Ninety One’s Value team discuss why it’s not just about finding deep value investments as they rotate across value styles to identify what they believe are the best long-term opportunities. Hosted on Acast. See acast.com/privacy for more information.

April 12 2021: John Stopford, Head of Global Multi-Asset Income, looks at market reactions to recent events, Biden’s infrastructure spend and what this means for the second quarter. Hosted on Acast. See acast.com/privacy for more information.

April 8 2021: Philip Saunders and Sahil Mahtani discuss the Investment Institute’s ambitious Road to 2030 project, where we explore the long-term structural thematic drivers as we move towards 2030, and how investors can use this thinking as a framework for making investment decisions. Hosted on Acast. See acast.com/privacy for more information.

March 29 2021: Join John Stopford, Head of Multi-Asset Income, as he discusses the recent central bank forecasts and what this means for markets. Hosted on Acast. See acast.com/privacy for more information.

March 16 2021: Philip Saunders talks to Lindsay Williams to discuss global markets and the latest central bank moves. Hosted on Acast. See acast.com/privacy for more information.

March 1 2021: President Xi’s ‘net-zero’ pledge has set China on a path for a faster decarbonisation than expected. That’s likely to drive growth for the enablers of the transition to a low-carbon economy says Portfolio Manager, Wenchang Ma in the latest in our series on the Year of the Ox. Hosted on Acast. See acast.com/privacy for more information.

February 19 2021: The development of China’s tech sectors is likely to accelerate this year, creating opportunities for investors. But caution is warranted, because this increasingly politicised industry requires careful navigation. Portfolio Manager Charlie Dutton explores. Hosted on Acast. See acast.com/privacy for more information.

February 16 2021: John Stopford looks at global markets, central bank moves and his views on inflation as he looks toward a world after lockdown. Hosted on Acast. See acast.com/privacy for more information.

February 10 2021: Continuing our series looking at China in the Year of the Ox, Michael Power looks at the the next five-year plan and how he sees this accelerating economic trends in China, including the development of the middle class. Hosted on Acast. See acast.com/privacy for more information.

February 8 2021: In the year of the ox, much hinges on whether China can sustain its recovery and pull other economies out of their pandemic slumps. But besides GDP growth, investors can ride other trends that China will strongly influence over the next 12 months and beyond. In this episode, Alan Siow looks at how China is the only large and liquid bond market with positive real interest rates, ma...

January 20 2021: What is the outlook for UK equity investors following the conclusion of a deal? As the pandemic strikes hard and the UK is once again in lockdown, Simon Brazier provides his views on how the economy will cope and on the implications for investors resulting from the Brexit/EU trade negotiations. Hosted on Acast. See acast.com/privacy for more information.

December 2 2020: Meaningful action urgently needed to clean up the supply side energy system. John Green, Chief Commercial Officer of Ninety One discusses. Hosted on Acast. See acast.com/privacy for more information.

November 27 2020: Behavioural bias - Tune in and turn off the noise. Listen to Rhynhardt Roodt, Co-Head of 4Factor and Portfolio Manager of Ninety One discuss. Hosted on Acast. See acast.com/privacy for more information.

November 27 2020: Looking through the US election. Philip Saunders, Co-Head of Global Multi-Asset Growth of Ninety One discusses. Hosted on Acast. See acast.com/privacy for more information.

November 17 2020: Does the Biden presidency combined with prospects of a vaccine in 2021 provide stable enough grounds for investors? Listen to John Stopford, Head of Multi-Asset Income, discuss the outlook and implication for global markets. Hosted on Acast. See acast.com/privacy for more information.

November 2 2020: Who will disrupt the disrupters? In part two of his recent podcast and following his recent webinar, Michael Power answers this and more. Listen now. Hosted on Acast. See acast.com/privacy for more information.

November 1 2020: Why did China not suffer more? In part one of his recent podcast and following his recent webinar, Michael Power answers this and more. Listen now. Hosted on Acast. See acast.com/privacy for more information.

October 19 2020: China’s pledge to cut its net carbon emissions to zero by 2060 is a significant step in the fight against climate change. But who are the winners of this structural transition? Hosted on Acast. See acast.com/privacy for more information.

October 1 2020: Investors’ perception of EM corporates is often based on the reality of ten years ago. But the asset class has evolved and grown significantly, says Victoria Harling in her latest interview. Hosted on Acast. See acast.com/privacy for more information.

September 19 2020: Against consensus, the South African Reserve Bank kept rates unchanged after their two-day MPC meeting. Peter Kent examines the market reaction and what this means for investors. Hosted on Acast. See acast.com/privacy for more information.

September 18 2020: Philip Saunders discusses the market reaction to the recent announcement from the US Federal Reserve Bank. Hosted on Acast. See acast.com/privacy for more information.

September 11 2020: The need to spur on Europe’s post-pandemic recovery has initiated bold policy action. How can investors find attractive value and innovative companies in Europe? Ken Hsia discusses. Hosted on Acast. See acast.com/privacy for more information.

September 3 2020: Jeremy Gardiner discusses the upcoming US election, global markets in a COVID-era and what this means for SA investors following our recent #TakingStock events in South Africa. Hosted on Acast. See acast.com/privacy for more information.

August 23 2020: The dearth of income is quickly becoming one of the leading concerns for investors. This is especially true of investors in or nearing retirement who are now having to eat into their capital. John Stopford discusses how investors could thrive in an income desert. Hosted on Acast. See acast.com/privacy for more information.

August 14 2020: In our latest podcast, Philip Saunders discusses global markets with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.