Couverture de The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

De : 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
    • #61 Could the momentum run out?

      #61 Could the momentum run out?
      Jan 22 2026
      In 2025, quality investing was overshadowed by AI exuberance, precious metals and momentum-driven market leadership. As volatility re-enters the picture, those same forces are being tested. Sumesh Chetty reflects on why the balance between growth, valuation and resilience is becoming harder to ignore. From gold’s rise to a reassessment of South African assets, he explores what may matter more as 2026 unfolds.

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      18 min
    • #60 Beyond supply and demand – how politics is driving oil prices

      #60 Beyond supply and demand – how politics is driving oil prices
      Jan 14 2026
      The oil price is once again being shaped by forces far beyond the fundamentals of supply and demand. Geopolitics has re-entered the equation in a meaningful way, from instability in Venezuela to rising tensions in Iran. Layered onto this is Donald Trump’s political calculus. His domestic priorities are tightly interwoven with his international stance on energy and geopolitics. Paul Gooden unpacks the complex forces influencing black gold and sets out where volatility may create opportunity.

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      11 min
    • #59 Is SA Inc poised for a breakout?

      #59 Is SA Inc poised for a breakout?
      Dec 8 2025
      The JSE has delivered a standout year, led by resource names, but the real story, according to John Biccard, is only just starting. He explains why SA Inc is primed for a powerful re-rating, what the bond–equity divergence really tells us, and which sectors and stocks will dominate his portfolio as it enters 2026 with conviction.

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      16 min
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