• The Investment Perspective, with Ninety One

  • By: Ninety One
  • Podcast

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.

    Hosted on Acast. See acast.com/privacy for more information.
    © 2023 Ninety One
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Episodes
  • #10 Defying the sceptics

    #10 Defying the sceptics
    Dec 12 2024
    Any review of asset-class performance in 2024 would doubtless headline ‘Big Tech’, Bitcoin and geopolitics. But delving below the headline grabbers are unloved stocks that have surprised the sceptics. And to great effect. John Biccard discusses his big call ahead of the May 29th elections, how that played out and where he’s seeking opportunity now.

    Hosted on Acast. See acast.com/privacy for more information.
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    23 mins
  • #9 What do earnings revisions tell us about the outlook for SA Inc?

    #9 What do earnings revisions tell us about the outlook for SA Inc?
    Dec 3 2024
    How do you employ earnings revisions as an investment style, and what role does valuation play when evaluating stocks? Samantha Hartard sets out the SA 4Factor team’s investment approach, and how they apply their thinking to the outlook for SA Inc.

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    10 mins
  • #8 Two-pot, rate cuts and Black Friday – is the retail sector poised for take-off?

    #8 Two-pot, rate cuts and Black Friday – is the retail sector poised for take-off?
    Dec 2 2024
    The day after Thanksgiving has become more than a time to sleep off excesses and patch up family squabbles. ‘Black Friday’ has become a day when discounts are dangled to the delight of consumers, and South Africa has not been spared. To mark it Achumile Mashalaba assesses the JSE retail sector, recent results and trading updates and the potential impact of the two-pot system regime.

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

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