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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 ago8 min
#116 Why coalitions matter more than the vote
The ANC has had its worst local election result since 1994, but the real test for South Africa comes in the next two weeks. Malcolm Charles explains why coalition deals, not the vote itself, will drive investment and ratings sentiment. Hosted on Acast. See acast.com/privacy for more information.
- 6 days ago21 min
#115 A blue Congress, a red pen: what the midterms mean for markets
The Democrats won big, markets cheered, and oil fell $15 in two days. However, Samantha Hartard cautions that Trump’s veto, the tariff toolkit and the Iran risk are all still in place, and the data centre boom now faces a new political hurdle. Hosted on Acast. See acast.com/privacy for more information.
- 1 weeks ago10 min
#114 Why portfolios need to be built for shorter, sharper cycles
Bonds and the dollar no longer behave the way investors expect, and big market moves now play out over weeks, not years. Jason Borbora-Sheen explains what that means for a Fed still weighing a December hike, and how to build portfolios that hold up when everything moves at once. Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago10 min
#113 Energy shares are still priced for peace
Brent has swung between $70 and $120 this year, but Paul Gooden doesn’t expect a quick return to normal. Refining margins, depleted inventories and a conflict with no quick exit will keep demand elevated for years. Meanwhile, energy equities still price in a world that no longer exists. Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago12 min
#112 MTBPS: Treasury cuts bond issuance, adds buybacks (and finds room for fuel relief!)
Hosted on Acast. See acast.com/privacy for more information.
- Oct 12, 202616 min
#111 Markets look mad, but the strategy behind them is coherent
Memory chips up 600%, a US war with Iran, oil above $100 and equities at record highs. Philip Saunders argues the madness is mostly noise. Beneath it sit four forces, a US playbook that makes sense, and bonds that finally offer value. Hosted on Acast. See acast.com/privacy for more information.
- Oct 9, 202614 min
#110 Finding value as bond yields rise
Global bond yields are rising again, challenging decades of falling rates, but John Stopford sees a cyclical move, not a regime shock. He explains why he is turning constructive on bonds and why the AI boom is the key risk for equities and credit. Hosted on Acast. See acast.com/privacy for more information.
- Oct 1, 202614 min
#109 Gold's slide didn't break the bull case, it tested it
Gold fell from over $5 500 to about $3 600 this year, and central banks stepped back before coming back in force in the second quarter. Muhammad Docrat explains why the structural case still holds and what gold does for a portfolio that other assets can't. Hosted on Acast. See acast.com/privacy for more information.
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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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