Ninety One | The Big Picture

December 10 2019: Asset owners are under increasing pressure to ensure that their allocations fully incorporate ESG considerations. Therese Niklasson explains why, and outlines the sustainable investing trends likely to dominate in 2020. Hosted on Acast. See acast.com/privacy for more information.

December 6 2019: Clyde Rossouw explains why he’s looking for companies that can drive their own earnings growth and that do not require investors to second-guess the growth cycle. Hosted on Acast. See acast.com/privacy for more information.

December 3 2019: After a fretful year in markets, can we expect a late-cycle relief rally in 2020? Philip Saunders maps the investment outlook for the year ahead with Lindsay Williams. Hosted on Acast. See acast.com/privacy for more information.

November 18 2019: Investors are well aware of the urbanisation story in China. Yet it is rural China, making up 40% of the population, that is now becoming the key engine of its next great transformation. Sahil Mahtani and Lindsay Williams discuss this in our latest podcast. Hosted on Acast. See acast.com/privacy for more information.

October 14 2019: Chris Freund discusses both global and South Africa markets over the last quarter and what to expect going forward. Hosted on Acast. See acast.com/privacy for more information.

October 11 2019: Philip Saunders reviews global markets over the third-quarter and what to expect going forward. Hosted on Acast. See acast.com/privacy for more information.

September 20 2019: John Stopford and Lindsay Williams discuss the US Federal Reserve Bank’s rate cut announcement this week. Hosted on Acast. See acast.com/privacy for more information.

September 4 2019: Sisamkele Kobus, fixed income analyst, discusses the release of South Africa’s second quarter GDP figures. Interview recorded on 3rd September. Hosted on Acast. See acast.com/privacy for more information.

September 1 2019: Jason Borbora-Sheen and Lindsay Williams discuss the increasing talk of an impending recession. Hosted on Acast. See acast.com/privacy for more information.

August 29 2019: Russell Silberston looks at what yesterday’s news of the request from the British Prime Minister to suspend parliament means for fixed income markets. Interview recorded on Wednesday 28th August 2019. Hosted on Acast. See acast.com/privacy for more information.

August 22 2019: Philip Saunders analyses the Fed minutes from last night and discusses how developments outside of the US are set to weigh on the Fed's decision-making. Hosted on Acast. See acast.com/privacy for more information.

August 20 2019: Transitioning to a low-carbon economy presents the most significant and urgent challenge faced by all of humanity today. In this in-depth podcast, Tom Nelson discusses why the climate crisis won’t be solved without social justice. Hosted on Acast. See acast.com/privacy for more information.

August 13 2019: Vivienne Taberer looks at yesterday’s shock primary win by Argentine presidential hopeful, Alberto Fernandez, and what this means for investors. Hosted on Acast. See acast.com/privacy for more information.

August 6 2019: Philip Saunders discusses this week’s sharp fall of the renminbi and what this means for the ongoing trade tensions between the United States and China. Interview recorded on 6 August. Hosted on Acast. See acast.com/privacy for more information.

August 1 2019: In an interview conducted last night, Russell Silberston analyses the US Federal Reserve Bank’s rate cut announcement. Hosted on Acast. See acast.com/privacy for more information.

July 25 2019: Following the appointment of Boris Johnson as UK Prime Minister, Russell Silberston looks at the market reaction against the backdrop of Brexit uncertainty. Interview recorded on Tuesday 23rd July. Hosted on Acast. See acast.com/privacy for more information.

July 24 2019: Following the recent release of Chinese GDP figures and economic data from the USA, Michael Power discusses the ongoing trade tensions between the two countries along with a look at global markets. Hosted on Acast. See acast.com/privacy for more information.

July 17 2019: Malcolm Charles sits down with Lindsay Williams to review the South African fixed income landscape as we enter the second half of the year. Hosted on Acast. See acast.com/privacy for more information.

July 3 2019: Technology is quickly becoming the most significant area of competition in the US-China rivalry. How the tech war interacts with the ongoing trade dispute is the key question. Will a trade deal settle the issue in the near term? Sahil Mahtani and Lindsay Williams discuss. Interview recorded on June 28th 2019. Hosted on Acast. See acast.com/privacy for more information.

June 28 2019: Vivienne Taberer and Lindsay Williams discuss our recently released report, written in collaboration with the WWF, which looks at how advances in geo-spatial data are giving investors new tools to measure environmental risk in sovereign debt portfolios. Hosted on Acast. See acast.com/privacy for more information.

June 21 2019: John Stopford discusses global markets and the reaction to moves from both the European Central Bank and the US Federal Reserve. Hosted on Acast. See acast.com/privacy for more information.

June 11 2019: Lindsay Williams and Philip Saunders ponder the significance of the rally in equity markets amidst global growth concerns and talk of trade wars. Interview recorded on 7 June 2019. Hosted on Acast. See acast.com/privacy for more information.

June 3 2019: Nazmeera Moola discusses last week’s cabinet announcement from South African President Cyril Ramaphosa, following national government elections on the 8th of May. Interview recorded on 30 May 2019. Hosted on Acast. See acast.com/privacy for more information.

May 23 2019: Philip Saunders and Lindsay Williams delve into the established adage while reviewing global markets and major geo-political issues, with US/China trade tensions and Iran dominating the headlines. Hosted on Acast. See acast.com/privacy for more information.

May 16 2019: With votes now counted and the ANC majority confirmed, Nazmeera Moola and Jeremy Gardiner unpack where South Africa stands. Go to this post to read more from Nazmeera https://www.investecassetmanagement.com/international/professional-investor/en/insight/investment-views/emerging-perspectives/south-africa-cements-the-foundations-for-its-future Hosted on Acast. See acast.com/privacy for...