• Ninety One | The Big Picture

  • By: Ninety One
  • Podcast

Ninety One | The Big Picture

By: Ninety One
  • Summary

  • A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.

    Hosted on Acast. See acast.com/privacy for more information.

    © 2025 Ninety One
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Episodes
  • 2025 Investment views | A building global recovery
    Jan 7 2025
    With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explore where the smart capital will be heading – and where the pitfalls lie.

    Hosted on Acast. See acast.com/privacy for more information.

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    19 mins
  • 2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets
    Jan 7 2025
    Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.

    Hosted on Acast. See acast.com/privacy for more information.

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    33 mins
  • 2025 Investment views | Navigating the Year of the Snake
    Jan 7 2025
    As we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and fixed-income strategies, they share insights into what the year may hold for the world’s second-largest economy.

    Hosted on Acast. See acast.com/privacy for more information.

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    16 mins

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