The Investment Perspective, with Ninety One

About The Investment Perspective, with Ninety One

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

Publisher

Ninety One

Category

business · business · business

Language

en

Explicit

No

First episode

18 Oct 2024

Latest episode

12 Oct 2026

Latest episodes

111 episodes in the feed.

1. 

   12 Oct 2026

   #111 Markets look mad, but the strategy behind them is coherent

   Memory chips up 600%, a US war with Iran, oil above $100 and equities at record highs. Philip Saunders argues the madness is mostly noise. Beneath it sit four forces, a US playbook that makes sense, and bonds that finally offer value. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

2. 

   9 Oct 2026

   #110 Finding value as bond yields rise

   Global bond yields are rising again, challenging decades of falling rates, but John Stopford sees a cyclical move, not a regime shock. He explains why he is turning constructive on bonds and why the AI boom is the key risk for equities and credit. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

3. 

   1 Oct 2026

   #109 Gold's slide didn't break the bull case, it tested it

   Gold fell from over $5 500 to about $3 600 this year, and central banks stepped back before coming back in force in the second quarter. Muhammad Docrat explains why the structural case still holds and what gold does for a portfolio that other assets can't. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

Who has been a guest on The Investment Perspective, with Ninety One

Names identified in recent episode analyses. Showing up to five guests.

• John Biccard
• Clyde Rossouw
• Sisamkele Kobus
• Adam Furlan
• Siobhan Simpson

Reach and audience

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

Spotify

4.8 / 5

6 ratings

Podcast Authority Score: 30 / 100

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

Quality

60

Social presence

0

YouTube

0

Engagement

0

Contact The Investment Perspective, with Ninety One

Guest appearances

Books guests

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

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