The Investment Perspective, with Ninety One

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The Investment Perspective, with Ninety One

Ninety One

57 episodes

6 days ago

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.

Hosted on Acast. See acast.com/privacy for more information.

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All content for The Investment Perspective, with Ninety One is the property of Ninety One and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Hosted on Acast. See acast.com/privacy for more information.

Show more...

Episodes (20/57)

The Investment Perspective, with Ninety One

#57 MTBPS: Targets met, reforms on track

From the surprise early announcement of a lower inflation target to reduced bond issuance and cautious revenue projections, Sisamkele Kobus and Adam Furlan discuss why the market’s reaction was upbeat, and how improved fiscal and monetary alignment could support greater market stability ahead.

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6 days ago

10 minutes 21 seconds

The Investment Perspective, with Ninety One

#56 Active expertise, now on the JSE

Ninety One marks a milestone moment with the launch of its first two actively managed exchange-traded funds (AMETFs) on the JSE, bringing almost 35 years of active investment expertise into a listed, accessible format. Siobhan Simpson explains how Ninety One is evolving to meet changing investor needs and broaden access to its active investment skill while offering a glimpse of what’s to come.

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1 week ago

6 minutes 51 seconds

The Investment Perspective, with Ninety One

#55 Precious potential: why commodities still shine

From platinum deficits to gold’s resurgence and copper’s electrifying prospects, Muhammad Docrat unpacks the powerful forces reshaping commodities. He explains why tight supply, renewed central bank demand and the global energy transition are keeping precious and base metals in focus. even as oil tells a more complex story.

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2 weeks ago

17 minutes 14 seconds

The Investment Perspective, with Ninety One

#54 Private credit comes of age

Once a quiet corner of the alternatives market, private credit is now stepping into the mainstream. As investors seek yield, diversification, and real-world impact, the asset class offers a compelling blend of steady income, resilience through cycles, and tangible development benefits, particularly in emerging markets. Reabetswe Kungwane illustrates how private credit has moved from a niche alternative to a mainstream allocation in institutional portfolios.

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1 month ago

12 minutes 43 seconds

The Investment Perspective, with Ninety One

#53 Cash Talk: The resilient rand – what’s driving it and how long can it last?

The rand has been one of 2025’s standout performers: stronger against the dollar, steady against peers, and buoyed by solid fundamentals. A weaker greenback, firm commodity prices, and South Africa’s credible policy mix have all played a part. With global central banks shifting gears and local inflation easing, what comes next, and how will it shape the South African Reserve Bank’s path in the months ahead?

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1 month ago

6 minutes 57 seconds

The Investment Perspective, with Ninety One

#52 Climbing the wall of worry – on market momentum and hidden value

Stock markets at home and abroad have soared this year, but not all sectors are sharing in the gains. From the resource-heavy rally on the JSE to the dominance of tech in the US, Hannes van den Berg unpacks the narrow leadership behind record highs and where overlooked value may lie.

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1 month ago

11 minutes 8 seconds

The Investment Perspective, with Ninety One

#51 The Fed’s flip – why risk management could be a tailwind for equities

The tone of the US Federal Reserve has flipped from hovering on the hawkish side earlier this summer to delving firmly into dovish territory today. With jobs, inflation and politics all demanding attention, the policy permutations are many. Alex Holroyd-Jones unpacks the Fed’s shift into risk-management mode and what it means for markets and for equities in particular.

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1 month ago

13 minutes 48 seconds

The Investment Perspective, with Ninety One

#50 The big 5-0: the best of the past year’s Investment Perspective

Fifty episodes, countless insights. To mark this milestone, The Investment Perspective revisits some of the most compelling moments from the past year. From the dollar bear market to renewed interest in South African equities, from oil’s uncertain path to the enduring case for gold, this episode distills the sharpest thinking from Ninety One’s investment professionals. A fitting celebration of 50, with a clear eye on what’s next.

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1 month ago

22 minutes 35 seconds

The Investment Perspective, with Ninety One

#49 From safe haven to supply crunch: what’s driving gold and copper

Gold has surged past $3 700 an ounce and copper is climbing on tightening supply. From record central bank buying and ETF flows to mining disruptions and the spectre of a dollar bear market,

George Cheveley unpacks the forces reshaping precious and base metals markets.

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1 month ago

13 minutes 36 seconds

The Investment Perspective, with Ninety One

#48 Fed cuts as expected, but strains are showing

The Fed’s 0.25% cut landed as expected, but markets are left weighing a more complicated picture: cooling jobs, stubborn inflation, and a divided FOMC. Philip Saunders unpacks what the move really signals and where opportunity can be found amid the noise.

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2 months ago

7 minutes 14 seconds

The Investment Perspective, with Ninety One

#47 Cash Talk: Money market funds – now safer by design

Money market funds remain a cornerstone of the global financial system, prized for their liquidity and stability. Yet history has shown they are not immune to stress, with mismatches between investor redemptions and underlying assets occasionally exposing vulnerabilities. Regulators have responded with reforms designed to bolster resilience and transparency. Vivienne Taberer explains why these changes should be welcomed, how they reinforce money markets’ safe-haven role, and what today’s rate environment means for investors seeking both security and yield.

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2 months ago

9 minutes 13 seconds

The Investment Perspective, with Ninety One

#46 Why SA bonds are holding firm

Developed market bonds have had a turbulent year, buffeted by deficits, politics and policy uncertainty. Enter South African bonds. In contrast, they’ve been a bastion of relative calm, supported by orthodox fiscal and monetary policy. Ruen Naidu unpacks their performance and what the road ahead may hold.

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2 months ago

10 minutes

The Investment Perspective, with Ninety One

#45 The ‘safe’ portfolio just got risky

South Africa’s high real yields have allowed conservative investors to lean heavily on income strategies for returns. However, that tailwind is fading. As inflation expectations settle and the SARB prepares to cut rates further, the return gap between bonds and equities may widen. Sumesh Chetty believes it's time to rethink what ‘cautious’ really means.

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2 months ago

14 minutes 22 seconds

The Investment Perspective, with Ninety One

#44 Bonds – anything but boring

Once seen as safe and steady, bonds are now at the heart of market turbulence. From political pressure on the Fed to diverging central bank moves and volatile long-end yields, 2025 is rewriting the rules. Jason Borbora-Sheen makes the case for short-dated bonds, global diversification and a relentless focus on capital protection.

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2 months ago

20 minutes 5 seconds

The Investment Perspective, with Ninety One

#43 The price is (finally) right?

Markets are a game of probabilities, and John Biccard thinks investors are mispricing them. In this episode, he unpacks why South African banks may offer compelling value, why the case for gold still glitters, and what 25 years of value investing has taught him about conviction, misperception, and timing. Is value finally getting its moment in the spotlight?

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2 months ago

24 minutes 15 seconds

The Investment Perspective, with Ninety One

#42 Stagflation looms as next test for markets

This year has not been short on worries for market participants. Now, another concern is creeping onto the list: stagflation. Early signals of a slowing US economy, coupled with rising prices, have caught investors’ attention, though they are not yet fully reflected in market pricing. John Stopford unpacks the complex likelihood of stagflation taking hold, its potential impact and how he is positioned to navigate one of investors’ most persistent adversaries.

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2 months ago

14 minutes 56 seconds

The Investment Perspective, with Ninety One

#41 Infrastructure investment – aligning returns with impact

Infrastructure credit is emerging as a powerful way for institutional investors to combine resilient returns with real-world impact. Thanzi Ramukosi highlights a strong pipeline across energy, water, transport and digital connectivity, offering diversification, stability and support for South Africa’s development.

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3 months ago

12 minutes 14 seconds

The Investment Perspective, with Ninety One

#40 Bond market round-up – from bright spots to red flags

Malcolm Charles unpacks the contrasting outlooks for global bond markets, starting with a ‘sunnier’ South Africa buoyed by improving fundamentals and resilient fixed income returns, before heading offshore where clouds of policy uncertainty and tariff tensions loom large.

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3 months ago

16 minutes 52 seconds

The Investment Perspective, with Ninety One

#39 Decoding supply and demand dynamics in commodity surge

A global commodity index has hovered near multi-year highs for months, but beneath the surface, individual commodities tell very different stories. George Cheveley delves into the supply-and-demand dynamics behind key commodities, including platinum group metals, copper, oil, and gold. He discusses what’s powering the rally, and what may lie ahead.

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3 months ago

21 minutes 9 seconds

The Investment Perspective, with Ninety One

#38 Cash Talk: Cut and curveball.

The South African Reserve Bank delivered a widely expected 25 basis-point rate cut, but surprised the market with its ambition to target a 3% inflation rate sooner than anticipated. Vivienne Taberer analyses the decision, decodes the Governor’s tone and shares her take on what’s next for SA interest rates.

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3 months ago

6 minutes 47 seconds