• Ninety One | The Big Picture

  • By: Ninety One
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Ninety One | The Big Picture

By: Ninety One
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  • Summary

  • 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.

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    © 2023 Ninety One
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Episodes
  • India's sustainable future

    India's sustainable future
    May 1 2024
    India offers an exciting decarbonisation growth opportunity, but it is also fast becoming the most populous country in the world. With that comes both risks and opportunities for investors. Portfolio Manager Graeme Baker is joined by Ninety One analyst Arita Sehgal and London School of Economics Professor in Practice Nick Robins to unpack this topic. They look at India’s impact on the world’s transition to net zero and what a just transition looks like for the country.

    Hosted on Acast. See acast.com/privacy for more information.
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    29 mins
  • Is sticky inflation ruining the party?

    Is sticky inflation ruining the party?
    Apr 23 2024
    After the recent optimism of market participants that sent US markets to record highs and bond yields tumbling, the mood has changed. Bond yields have risen sharply and frothy equities are well off their highs as inflation has proved stubbornly high. John Stopford analyses the data in the US and beyond.

    Hosted on Acast. See acast.com/privacy for more information.
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    14 mins
  • A new capex supercycle

    A new capex supercycle
    Apr 17 2024
    A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.

    Hosted on Acast. See acast.com/privacy for more information.
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    9 mins
Business & Careers Economics Personal Finance Politics & Government
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