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Executives and Entrepreneurs on Sustainability, Ecology, and Business
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 ...
February 21 2020: Philip Saunders unpacks the Japanese economy following the release of the latest GDP numbers.由Ninety One
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.由Ninety One
February 7 2020: Nazmeera Moola outlines the current state of the South African economy and looks ahead to the upcoming ratings decision.由Ninety One
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.由Ninety One
January 20 2020: Nazmeera Moola discusses the decision by the South African Reserve Bank to cut rates.由Ninety One
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Ninety One | The Big Picture
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.由Investec Asset Management
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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.由Investec Asset Management
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Ninety One | The Big Picture
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.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
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Ninety One | The Big Picture
October 14 2019: Chris Freund discusses both global and South Africa markets over the last quarter and what to expect going forward.由Investec Asset Management
October 11 2019: Philip Saunders reviews global markets over the third-quarter and what to expect going forward.由Investec Asset Management
September 20 2019: John Stopford and Lindsay Williams discuss the US Federal Reserve Bank’s rate cut announcement this week.由Investec Asset Management
September 4 2019: Sisamkele Kobus, fixed income analyst, discusses the release of South Africa’s second quarter GDP figures. Interview recorded on 3rd September.由Investec Asset Management
September 1 2019: Jason Borbora-Sheen and Lindsay Williams discuss the increasing talk of an impending recession.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
August 13 2019: Vivienne Taberer looks at yesterday’s shock primary win by Argentine presidential hopeful, Alberto Fernandez, and what this means for investors.由Investec Asset Management
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.由Investec Asset Management
August 1 2019: In an interview conducted last night, Russell Silberston analyses the US Federal Reserve Bank’s rate cut announcement.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
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.…
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.由Investec Asset Management
June 21 2019: John Stopford discusses global markets and the reaction to moves from both the European Central Bank and the US Federal Reserve.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
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.由Investec Asset Management
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…
May 10 2019: John Stopford, in an interview recorded on Thursday 9 May, looks at the ongoing trade tensions between the United States and China and its impact on global markets.由Investec Asset Management
May 3 2019: In an interview recorded on Thursday 2nd May 2019, Russell Silberston unpacks the recent updates from the US Federal Reserve and Bank of England.由Investec Asset Management
April 30 2018: Tom Nelson discusses the challenge of decarbonization, the transition to a new world of energy and the risks and opportunities it brings. Find out more https://www.investecassetmanagement.com/en/insight/investment-institute/energy-3-0.由Investec Asset Management
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Ninety One | The Big Picture
April 24 2018: Philip Saunders and Sahil Mahtani look at why de-dollarisation could be the story of the next cycle. Find out more at http://www.investecassetmanagment.com/dedollarisation .由Investec Asset Management
April 10 2018: Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.由Investec Asset Management
April 4 2018: John Stopford reviews a cautiously optimistic first quarter of 2019 for developed markets but with a warning that the clock is ticking.由Investec Asset Management
March 29 2018: Michael Power looks at the potential implications of the inverted yield-curve and what this means for the likelihood of a recession.由Investec Asset Management
March 26 2018: John Green talks to Lindsay Williams about how the investment industry can focus on positive action to address the questions of sustainability and climate change.由Investec Asset Management
March 18 2018: Jeremy Gardiner unpacks his recent presentation to financial advisors around South Africa.由Investec Asset Management
March 13 2018: Russell Silberston talks to Lindsay Williams about UK markets, following the latest rejection of the Brexit deal by British MPs.由Investec Asset Management
February 22 2018: Nazmeera Moola reacts to the 2019 South African budget speech, delivered by Finance Minister Tito Mboweni on the 20th of February.由Investec Asset Management
February 19 2018: Michael Power updates Lindsay Williams on his recent trip to South East Asia.由Investec Asset Management
February 12 2018: George Cheveley attended the Mining Indaba in Cape Town and reports back to Lindsay Williams on themes coming out of the annual gathering of the mining industry.由Investec Asset Management
February 8 2018: Clyde Rossouw and Lindsay Williams look at quality investing in 2019.由Investec Asset Management
February 4 2018: Portfolio Manager, Archie Hart, looks at emerging market equities and discusses the ongoing US/China trade talks.由Investec Asset Management
January 16 2018: Russell Silberston talks to Lindsay Williams following the historic Brexit defeat, which saw MPs reject the plan by a majority of 230.由Investec Asset Management
December 20 2018: In our mini-series, Investment Views 2019, Therese Niklasson looks at the year ahead for ESG.由Investec Asset Management
December 17 2018: In our mini-series, Investment Views 2019, Alastair Mundy looks at the role of central banks in the next cycle and what Brexit means for 2019.由Investec Asset Management
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Ninety One | The Big Picture
December 13 2018: In our mini-series, Investment Views 2019, Peter Eerdmans discusses what 2019 holds in store for emerging markets.由Investec Asset Management
