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.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
The Investment Perspective, with Ninety One
Claim This Podcastby Ninety One
85 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇿🇦
30
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality60
Social0
YouTube0
Engagement0
Podcast Overview
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.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
🇺🇲
Publishing Since
10/18/2024
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30
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality60
Social0
YouTube0
Engagement0
6
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2
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11
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excellent
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Every 7 days
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3.0/5
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Recent Episodes
May 21, 2026
#85 A 4% wake-up call: reading the SARB's next move
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 the front end of the curve.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 19, 2026
#84 Beyond the index: why concentration risk may be active management's biggest opportunity
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 JSE, and explains why these conditions may be creating some of the most compelling opportunities for active management in years<strong>.</strong><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 18, 2026
#83 A very tight strait. Can oil get to $150?
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-demand dynamics at play, what the numbers actually mean for oil prices, and why equity investors are more cautious than you might expect.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
85 total episodes available
Recent guests on The Investment Perspective, with Ninety One
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
John Biccard
Guest
Clyde Rossouw
Guest
Sisamkele Kobus
Guest
Adam Furlan
Guest
Siobhan Simpson
Guest
Muhammad Docrat
Guest
Reabetswe Kungwane
Guest
Alex Holroyd-Jones
Guest
George Cheveley
Guest
Philip Saunders
Guest
Vivienne Taberer
Guest
Ruen Naidu
Guest
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- What is The Investment Perspective, with Ninety One?
- How often does this podcast release new episodes?
This podcast updates daily.
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