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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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- 2 days ago10 min
#96 After SARB surprises, all eyes turn to hawkish Fed
The SARB's split decision to leave the repo rate at 7% caught almost every economist off guard, but Ruen Naidu argues the central bank's own scenario analysis tells a more nuanced story. He unpacks why a lower-for-now stance doesn't mean a dovish central bank, and sets out what the Fed's own hawkish pivot under its new chair means for global bond markets. Hosted on Acast. See acast.com/privacy for more information.
- 1 weeks ago8 min
#95 Two scoreboards: why SA credit holds up while the economy limps
SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamentals, are driving the market, and why that gap demands a more conservative, quality-first approach rather than complacency. Hosted on Acast. See acast.com/privacy for more information.
- 1 weeks ago11 min
#94 Growth is no longer the enemy: inside Warsh's Fed
Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productivity and the AI boom could lift US growth well above conventional estimates, and what it means for inflation, interest rates and the dollar. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago23 min
#93 South African value is priced like a distress sale, and the bond market disagrees
John Biccard argues that South African equities have become disconnected from the country's own improving bond market. He points to retail names trading at deep discounts to intrinsic value, a first move into global technology after a brutal software sell-off, and a patient multi-year bet on a spirits recovery. In short: buy what's hated, hold through the discomfort, and let the turning point do the work. Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago12 min
#92 Beyond the index giants: the case for active EM
After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from which an active portfolio could benefit. Hosted on Acast. See acast.com/privacy for more information.
- Jun 30, 20268 min
#91 The dollar's reversal: from debasement fears to strength
After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's reserve currency has strengthened over the past year, with the Dollar Index recording a modest, though not significant, gain. But is it simply a case of safe-haven buying at the outset of the conflict with Iran, combined with the prospect of higher inflation supporting tighter US monetary policy? Portfolio Manager Jason Borbora-Sheen examines the range of factors currently influencing the US dollar, including the stance and potential actions of a US Federal Reserve under the stewardship of a new Chair. Hosted on Acast. See acast.com/privacy for more information.
- Jun 23, 20266 min
#90 Oil is falling, but South Africa's inflation fight is far from over
Oil prices have pulled back sharply from their peak, but Vivienne Taberer warns that the relief may come too late to spare South African consumers further pain. With the SARB watching closely for signs that inflation expectations are becoming unanchored, more rate hikes may well be on the table before any cuts return. Hosted on Acast. See acast.com/privacy for more information.
- Jun 17, 202614 min
#89 Peace plan, messy reality: commodities after Iran deal
The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer shock still working through the system, George Cheveley walks through why he believes the market is moving too fast to declare the crisis resolved. 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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