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The Investment Perspective, with Ninety One: Daily Summaries Delivered
by 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. Ninety One is an authorised financial services provider.
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- 1 weeks ago13 min
#106 SA’s old economy is cashing in on the new economy's boom
A JSE that looks strong on the surface is really two markets in one: diversified miners and gold and platinum names riding the global AI infrastructure and commodities boom, against an SA Inc split between struggling retailers and resilient banks. Samantha Hartard explains why SA, despite having almost no tech exposure, is still finding a way into the AI trade through copper, coal and the physical buildout behind it. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago11 min
#105 Munitions, multiples and midterms: the risks the markets might be missing now
Malcolm Charles breaks down why two wars, an AI-distorted equity market and an unpredictable US election are colliding at once, and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago8 min
#104 Bessent and Warsh at loggerheads: who controls the curve?
US Treasury Secretary Scott Bessent has been buying back long bonds to calm a sell-off at the long end of the yield curve. Fed governor Kevin Warsh, fresh from a hawkish Jackson Hole speech, wants the opposite: a smaller balance sheet and a clear signal from the curve. Ruen Naidu unpacks why the two are at odds, and why an oil price spike could override both. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago11 min
#103 The revenge of the old economy
The AI trade's next chapter is likely to run through copper, natural gas and gold, not chips. Paul Gooden sees natural resource equities in the early innings of a new cycle, underpinned by unusually tight supply discipline and free cash flow yields roughly double the global equity market. It's a contrarian case for an out-of-favour asset class riding on the world's most crowded theme. Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago10 min
#102 El Niño is brewing a third inflation shock, which markets have yet to price in
El Niño is converging with the Middle East energy shock and fertilizer supply disruptions to create a compounding inflation risk that markets have barely begun to account for. Nicolas Jaquier draws on IMF research showing El Niño has historically driven a fifth of global commodity price swings, and explains why Brazil and Argentina are better placed to absorb the shock than Southeast Asia and Colombia. Hosted on Acast. See acast.com/privacy for more information.
- Aug 19, 20268 min
#101 South Africa's budget windfall is real. So is the discipline behind it
A R30 billion tax surprise in June, driven by mining royalties, has put South Africa's fiscal turnaround back in the spotlight. Adam Furlan argues the real story isn't the windfall, it's what Treasury does with it: two straight years of primary surpluses and a coming fiscal rule point to an improving credit story that bond markets haven't fully priced in. Hosted on Acast. See acast.com/privacy for more information.
- Aug 13, 202611 min
#100 Nvidia is cheaper than the S&P 500. Someone is wrong.
The AI debate has moved past valuation and onto something harder to price: whether record capex converts into durable cash flow. From SpaceX's post-IPO wobble to China's cheaper models and the sector's circular financing, Anton du Plooy makes the case for why stock selection, not conviction on AI as a trade, will separate winners from losers. Hosted on Acast. See acast.com/privacy for more information.
- Aug 11, 202613 min
#99 AI's listing boom could end two decades of US equity tailwinds
For 20 years, buybacks and shrinking share counts quietly boosted US equity returns by around 0.7 percentage points a year. Sahil Mahtani argues that AI-driven IPOs and secondary issuance are about to reverse that trend, potentially dragging returns lower just as capital markets assumptions were already modest. He draws a direct parallel to emerging markets in the 2010s, where a similar issuance wave eroded years of returns. He argues EM is now seeing the opposite: that same headwind is fading just as it builds in the US. 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. Ninety One is an authorised financial services provider.
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