Ninety One | The Big Picture

August 5 2020: By working remotely, space becomes compressed, and borders fade — what starts in New York arrives in Dallas and ends in Bangalore. And the implications for white-collar workers, commercial real estate and the digitisation of services are profound. Marc Abrahams and Sahil Mahtani discuss their recent paper from the Ninety One Investment Institute on the future of work following the g...

July 23 2020: Michael Power discusses key topics on China – including the ongoing trade tensions, COVID-19 response and impact as well the recent GDP numbers. Hosted on Acast. See acast.com/privacy for more information.

July 16 2020: Multi-asset product specialist Ellie Clapton discusses the effect of the pandemic on inflationary forces and what that could mean for investors. Hosted on Acast. See acast.com/privacy for more information.

July 2 2020: Graeme Baker discusses the release of the second annual Global Environment Impact Report, looking at the importance of transparency and engagement when it comes to sustainable investing. To find the full report, go to www.ninetyone.com and search for 'Ninety One Global Environment Impact Report'. Hosted on Acast. See acast.com/privacy for more information.

June 26 2020: Peter Eerdmans discusses EM debt in a post-pandemic world, where distinguishing between winners and losers is vital. Hosted on Acast. See acast.com/privacy for more information.

June 17 2020: In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for investors aiming to tap into it. Deirdre Cooper discusses this in our latest podcast. Hosted on Acast. See acast.com/privacy for more information.

June 11 2020: Simon Howie talks to Lindsay Williams about the launch this week in South Africa of the Ninety One SA Recovery Fund and its aim to assist with COVID-19 economic recovery in the country. Hosted on Acast. See acast.com/privacy for more information.

June 4 2020: The pandemic has seen governments intervene in economies, financial markets and everyday life with unprecedented speed and reach. Investors should expect this more expanded role of governments to stay says analyst Daniel Morgan. Visit ninetyone.com and search for ‘return of the state’ to read the full report. Part of a new series by the Ninety One Investment Institute. Hosted on Acast...

May 28 2020: The system is in trouble and now COVID-19 has brought its fragility into question yet again. Whether by evolution or revolution, change is inevitable. The implications for investors reliant on the system will be immense. Russell Silberston explores this in the latest podcast in the series looking at the Great Shutdown and its implications for investors. Visit ninetyone.com and search...

May 21 2020: Hendrik du Toit talks to Lindsay Williams following the inaugural results announcement of Ninety One. Interview recorded on 20 May 2020. Hosted on Acast. See acast.com/privacy for more information.

May 15 2020: With the COVID-19 Great Shutdown slamming the brakes on economic activity worldwide, where does this leave globalisation? In the second instalment of our Great Shutdown series, Ninety One's Sahil Mahtani discusses how the pandemic will impact global trade. Visit ninetyone.com and search for ‘deglobalisation’ to read the full report. Part of a new series by the Ninety One Investment In...

May 13 2020: Duncan Coombe, head of human capital at Ninety One, talks to Lindsay Williams about his research into human behaviour, effective leadership and what it means in the current ‘lockdown’ environment. Hosted on Acast. See acast.com/privacy for more information.

May 6 2020: The unprecedented policy action from governments to cushion the impact of COVID-19 has led to significant extra debt being added to already high levels. How are we going to get rid of it? Listen as Russell Silberston introduces his latest research into #TheGreatShutdown. Visit ninetyone.com and search for ‘dealing with the debt burden’ to read the full report. Part of a new series by t...

April 22 2020: Philip Saunders discusses what a COVID-19 recovery may look like for markets, the impact across asset classes and the historic drop in oil price. Recorded on 21st April 2020. Hosted on Acast. See acast.com/privacy for more information.

April 20 2020: The need for speed has never been greater to combat the coronavirus crisis. Central banks have done a lot, says Russell Silberston. But is it enough? Hosted on Acast. See acast.com/privacy for more information.

April 16 2020: Most emerging markets have announced packages of 2% to 5% of GDP. The large developed countries have so far provided fiscal packages of 12% to 15% of GDP. Adding up all the measures that South Africa has announced gets us to 0.7% of GDP at the most. Without more, there will be a great deal of short-term and long-term pain for South Africans says Nazmeera Moola. Hosted on Acast. See...

April 8 2020: Hendrik du Toit, CEO of Ninety One, discusses the impact of the COVID-19 pandemic and the ‘war-like’ response required from the government and private sector. Hosted on Acast. See acast.com/privacy for more information.

April 7 2020: Deirdre Cooper looks at the impact of the COVID-19 pandemic on environmental investing and what this means for global decarbonisation efforts. Hosted on Acast. See acast.com/privacy for more information.

March 20 2020: Hendrik du Toit talks to Lindsay Williams about the demerger of Investec Asset Management, the listing of Ninety One and the road ahead. Interview recorded on Friday 20th March. Hosted on Acast. See acast.com/privacy for more information.

February 21 2020: Philip Saunders unpacks the Japanese economy following the release of the latest GDP numbers. Hosted on Acast. See acast.com/privacy for more information.

February 10 2020: George Cheveley travelled to Cape Town to take part in the annual Mining Indaba and reports back to Lindsay Williams on the key discussions from last week. Hosted on Acast. See acast.com/privacy for more information.

February 7 2020: Nazmeera Moola outlines the current state of the South African economy and looks ahead to the upcoming ratings decision. Hosted on Acast. See acast.com/privacy for more information.

January 27 2020: John Green talks to Lindsay Williams about the recently launched Planetary Pulse survey of 2000 UK pension fund members and their views on environmentally focused investing. Hosted on Acast. See acast.com/privacy for more information.

January 20 2020: Nazmeera Moola discusses the decision by the South African Reserve Bank to cut rates. Hosted on Acast. See acast.com/privacy for more information.

December 19 2019: Emerging markets are diverging from developed markets in response to slower economic growth. Hear from 4Factor’s Archie Hart on how emerging markets could reign supreme in 2020. Hosted on Acast. See acast.com/privacy for more information.