Loading…
Hosted by Ninety One · 🇺🇸 US · EN · 92 episodes
Established thought leaders with verified media credentials.
Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.
Ninety One hosts The Investment Perspective, with Ninety One, a business show with 92 episodes published.
SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamentals, are driving the market, and why that gap demands a more conserv
Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productiv
After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story
Reports of the US dollar's demise have apparently been greatly exaggerated. The Greenback's status as the world's reserve currency has strengthened over the past year, with the Dollar Index recording a modest, though not
Oil prices have pulled back sharply from their peak, but Vivienne Taberer warns that the relief may come too late to spare South African consumers further pain. With the SARB watching closely for signs that inflation exp
The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer s
AI is reshaping the US economy in ways that confound historical precedent. Philip Saunders makes sense of a market landscape where growth is real but uneven, inflation risks are manageable but not absent, and the old pla
The SpaceX IPO is just the opening act. With Anthropic and OpenAI close behind, Anton du Plooy considers what a wave of trillion-dollar listings means for markets, and for the investors who have to decide what to do abou
The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up,
A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at th
Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the
With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-deman
The battle between the White House and the world's most powerful central bank isn't just political theatre. It has real consequences for markets, inflation, and the credibility of independent monetary policy. Ruen Naidu
The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what
Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, fro
For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why
South Africa’s fixed income market is entering a new phase with the introduction of FLAC instruments, a class of bank debt designed to strengthen the financial system and reduce the risk of taxpayer-funded bailouts. Lisa
South Africa’s water challenges are becoming harder to ignore, as supply disruptions spread beyond rural areas into major urban centres. Yet the issue is less about scarcity than system failure. Tshiphiri Muedi explores
South African bonds have suffered their second-worst monthly drawdown in two decades, rattled by global conflict and rising inflation fears. But beneath the volatility, the fundamentals may tell a different story. James
The sudden escalation in the Middle East has jolted global markets, reversing expectations for lower inflation and rate cuts almost overnight. Malcolm Charles explains why this is more than a passing shock, how portfolio
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Investment Perspective, with Ninety One has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
The Investment Perspective, with Ninety One is hosted by Ninety One. The show is categorised under business (investing) and has published 92 episodes.
The Investment Perspective, with Ninety One has published 92 episodes.
The Investment Perspective, with Ninety One regularly covers business, investing, management. It sits in the business category, with a investing focus.
The Investment Perspective, with Ninety One is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Investment Perspective, with Ninety One hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Investment Perspective, with Ninety One average 11 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Investment Perspective, with Ninety One's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 10 days ago.