The Investment Perspective, with Ninety One

#84 Beyond the index: why concentration risk may be active management's biggest opportunity

May 19, 2026·11 min
Episode Description from the Publisher

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.

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of The Investment Perspective, with Ninety One and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.