Ninety One | The Big Picture

About Ninety One | The Big Picture

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 (https://acast.com/privacy) for more information.

Publisher

Ninety One

Category

business · news

Language

en

Explicit

No

First episode

12 Jul 2017

Latest episode

16 Jul 2025

Latest episodes

43 of 290 episodes have a transcript.

1. 

   16 Jul 2025TRANSCRIPT

   The end of an era? Dollar dominance in question

   Industry experts examine the potential decline of the dollar's dominance due to Trump-era policies, fiscal strain, and shifting global capital, revealing the forces that could trigger a significant convergence.

2. 

   17 Feb 2025TRANSCRIPT

   Talking Tariffs

   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 (https://acast.com/privacy) for more information.

3. 

   7 Jan 2025TRANSCRIPT

   2025 Investment views | A building global recovery

   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 (https://acast.com/privacy) for more information.

Inside a recent episode

The end of an era? Dollar dominance in question

Published 16 Jul 2025 · Transcript excerpt

[…] It's really striking. The dollar cycles, as you say, are 18 years versus credit cycles, which are about 11, 12 years or equity or commodity cycles, which are seven years. The length is a product of inertia. There is significant inertia from four reinforcing drivers. First is geopolitics and economics. Second is rate differentials because demographics, investment productivity trends can remain out of sync for years. Third is our industry, cross -border investment flows and fourth is periodic effects adjustments. And each of these things have their own dynamics and they are self -reinforcing. So that's why the dollar is hard to forecast. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

7 ratings

Podcast Authority Score: 58 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

79

Social presence

0

YouTube

0

Engagement

89

Contact Ninety One | The Big Picture

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.