Couverture de The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

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 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.

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Épisodes
  • #79 When private credit flips the script

    #79 When private credit flips the script
    Apr 20 2026
    For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why strains are surfacing in US private credit, how weaker underwriting standards have contributed to the shift, and why emerging market private credit may offer a more resilient opportunity set built on secured lending, stable underwriting standards and real-economy demand.

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    19 min
  • #78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors

    #78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors
    Apr 16 2026
    South Africa’s fixed income market is entering a new phase with the introduction of FLAC instruments, a class of bank debt designed to strengthen the financial system and reduce the risk of taxpayer-funded bailouts. Lisa MacLeod and Stephen Naidoo unpack how these instruments work, why they are being introduced now, and what their arrival means for credit risk, pricing and portfolio construction in the years ahead.

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    11 min
  • #77 When the taps run dry: the real story behind South Africa’s water crisis

    #77 When the taps run dry: the real story behind South Africa’s water crisis
    Apr 14 2026
    South Africa’s water challenges are becoming harder to ignore, as supply disruptions spread beyond rural areas into major urban centres. Yet the issue is less about scarcity than system failure. Tshiphiri Muedi explores how infrastructure inefficiencies are driving the crisis, and how emerging reforms could begin to unlock a more investable path forward.

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    14 min
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