• The Investment Perspective, with Ninety One

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The Investment Perspective, with Ninety One

著者： Ninety One
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  • 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.
    © 2023 Ninety One
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あらすじ・解説

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.
© 2023 Ninety One
マネジメント 個人ファイナンス 経済学
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エピソード
  • #17 Inflation: a pernicious longer-term problem?

    #17 Inflation: a pernicious longer-term problem?
    2025/02/25
    Inflation has been on a wild ride since the outbreak of war in Europe, which sent it soaring. Then central banks came to the rescue by raising rates. But has inflation bottomed, and is the line of least resistance to the upside as Trump tariffs loom? John Stopford considers strategies to mitigate the inflationary threat.

    Hosted on Acast. See acast.com/privacy for more information.
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    8 分
  • #16 Why this environment calls for an active approach to managing fixed income assets

    #16 Why this environment calls for an active approach to managing fixed income assets
    2025/02/11
    SA faces the looming Budget, while in the US, Donald Trump is wielding his power as only he can. Against a backdrop of economic growth uncertainty, currency movements and the vagaries of political manoeuvring in a world facing a potential trade war, Malcolm Charles sets out why this environment calls for an active approach and how they’re positioning to navigate it.

    Hosted on Acast. See acast.com/privacy for more information.
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    13 分
  • #15 Navigating politics and markets

    #15 Navigating politics and markets
    2025/02/03
    Gail Daniel, the portfolio manager of Ninety One Manged Fund, analyses Trump’s policy impact on South Africa, covering the Rand, SA bonds, and the Fund’s positioning. She explains the Fund’s offshore preference over SA Inc., highlighting key investment risks and opportunities.

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