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- Today11 min
#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. Hosted on Acast. See acast.com/privacy for more information.
- Yesterday12 min
#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. Hosted on Acast. See acast.com/privacy for more information.
- 1 weeks ago9 min
#82 Who really controls the Fed?
The battle between the White House and the world's most powerful central bank isn't just political theatre. It has real consequences for markets, inflation, and the credibility of independent monetary policy. Ruen Naidoo explains what Kevin Walsh's appointment as Fed chair really means, and why the outcome matters far beyond Washington. Hosted on Acast. See acast.com/privacy for more information.
- 1 weeks ago9 min
#81 The 5% problem: why bonds are back in the conversation
The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what a flattening curve signals for growth, whether equity valuations can hold and why he is selling into strength. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago19 min
#80 The art of sleeping when markets can't
Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, from the ripple effects of the Strait of Hormuz closure to the AI arms race and explains how he navigates uncertainty without losing sleep. (Well, almost.) Hosted on Acast. See acast.com/privacy for more information.
- 4 weeks ago18 min
#79 When private credit flips the script
For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why strains are surfacing in US private credit, how weaker underwriting standards have contributed to the shift, and why emerging market private credit may offer a more resilient opportunity set built on secured lending, stable underwriting standards and real-economy demand. Hosted on Acast. See acast.com/privacy for more information.
- Apr 16, 202610 min
#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors
South Africa’s fixed income market is entering a new phase with the introduction of FLAC instruments, a class of bank debt designed to strengthen the financial system and reduce the risk of taxpayer-funded bailouts. Lisa MacLeod and Stephen Naidoo unpack how these instruments work, why they are being introduced now, and what their arrival means for credit risk, pricing and portfolio construction in the years ahead. Hosted on Acast. See acast.com/privacy for more information.
- Apr 14, 202613 min
#77 When the taps run dry: the real story behind South Africa’s water crisis
South Africa’s water challenges are becoming harder to ignore, as supply disruptions spread beyond rural areas into major urban centres. Yet the issue is less about scarcity than system failure. Tshiphiri Muedi explores how infrastructure inefficiencies are driving the crisis, and how emerging reforms could begin to unlock a more investable path forward. Hosted on Acast. See acast.com/privacy for more information.
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. Hosted on Acast. See acast.com/privacy for more information.
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