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A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.

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Check latest episodes from Ninety One | The Big Picture podcast

The end of an era? Dollar dominance in question

2025/07/16

Dollar cycles are longer than others because four self-reinforcing forces create inertia. They rarely reverse unless all four turn at once. Trump-era policies, fiscal strain and shifting global capital could trigger such a convergence. Hosted on Acast. See acast.com/privacy for more information.

Talking Tariffs

2025/02/17

With tariffs becoming an increasingly unpredictable tool of US economic policy, Sangeeth Sewnath, Head of Americas, sits down with our experts Thys Louw and Sahil Mahtani to discuss how investors should approach tariff risk. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | A building global recovery

2025/01/07

With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explore where the smart capital will be heading – and where the pitfalls lie. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets

2025/01/07

Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Navigating the Year of the Snake

2025/01/07

As we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and fixed-income strategies, they share insights into what the year may hold for the world’s second-largest economy. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Opportunities at a low point in the sentiment cycle

2025/01/07

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Quality earnings are more predictable than the market

2025/01/07

Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Navigating a diverse range of opportunities

2025/01/07

Elias Erickson explains why international equities offer a diverse set of value-accretive businesses in an increasingly narrow market, presenting an attractive opportunity for active investors. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers

2025/01/07

4Factor’s Rhynhardt Roodt reflects on a strong year for equity market momentum and considers where best to focus in 2025. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Build defences and diversify your income sources

2025/01/07

Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer. With traditional markets looking so expensive, investors seeking steady income and portfolio resilience should avoid following the crowd. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Defensive income: A steady beacon amid potential disorder

2025/01/07

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, John Stopford sees better opportunities beyond traditional markets in 2025. Hosted on Acast. See acast.com/privacy for more information.

2025 Investment views | Trade tariffs and geopolitics could sustain gold’s shine in 2025

2025/01/07

Gold shone in 2024, and the sector appears poised to maintain its appeal as an investment opportunity. George Cheveley examines the factors influencing the commodity sector in the year ahead. Hosted on Acast. See acast.com/privacy for more information.

US election: A clear cut result, but what does it mean for the economy?

2024/11/06

Equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters. Hosted on Acast. See acast.com/privacy for more information.

Keep active in a bearish oil market

2024/10/18

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key. Hosted on Acast. See acast.com/privacy for more information.

Tackling health, climate, and inequality

2024/09/17

In this episode of Sustainability with Substance, Stephanie Niven is joined by Paul Ronalds, CEO of Global Ventures at Save the Children, looking at on the ground, impactful routes to delivering change across different drivers, pulling together health tech innovation, climate adaptation insurance, and decarbonising cooking facilities into a sustainability landscape, comparing opportunities and approaches across the public and private markets. Hosted on Acast. See acast.com/privacy for more information.