Cover of The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

By: Ninety One
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Summary

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.


Ninety One is an authorised financial services provider.

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© 2023 Ninety One Economics Management Management & Leadership Personal Finance
Episodes
  • #116 Why coalitions matter more than the vote

    #116 Why coalitions matter more than the vote
    9 Nov 2026
    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.

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    9 min
  • #115 A blue Congress, a red pen: what the midterms mean for markets

    #115 A blue Congress, a red pen: what the midterms mean for markets
    6 Nov 2026
    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.

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    22 min
  • #114 Why portfolios need to be built for shorter, sharper cycles

    #114 Why portfolios need to be built for shorter, sharper cycles
    29 Oct 2026
    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.

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    11 min
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