• The Investment Perspective, with Ninety One

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The Investment Perspective, with Ninety One

著者： 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.

    Hosted on Acast. See acast.com/privacy for more information.
    © 2023 Ninety One
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あらすじ・解説

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
続きを読む 一部表示
エピソード
  • #13 SA | Optimism stages a (cautious) comeback

    #13 SA | Optimism stages a (cautious) comeback
    2025/01/27
    The word ‘optimism’ has been conspicuous by its absence for many years when investors and analysts have spoken of the SA economy. Last year, however, it made a tentative return. The GNU has been cheered as the catalyst, but it’s the stabilisation of the economy that is the most encouraging. Sisamkele Kobus discusses the economic indicators of importance and covers inflation, GDP, unemployment and interest rates, and of course the attitude of foreign investors.

    Hosted on Acast. See acast.com/privacy for more information.
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    10 分
  • #12 Why bond yields are soaring and what it means for income investors

    #12 Why bond yields are soaring and what it means for income investors
    2025/01/17
    According to a major American bank the US bond market is in the sixth year of the third great bear market since 1790. But in September of 2024, the tide appeared to turn, before stubborn inflation and a robust US economy knocked the bulls off their perch. Add to that the threat of tariffs and suddenly it’s bear business as usual. Jason Borbora-Sheen unwraps a complicated asset class and sets out where opportunities lie for income investors.

    Hosted on Acast. See acast.com/privacy for more information.
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    15 分
  • #11 Why 2025 requires a new investment playbook

    #11 Why 2025 requires a new investment playbook
    2025/01/17
    With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. Opportunities abound, but Philip Saunders argues 2025 requires a new investment playbook. He explores where the smart capital will be heading – and where the pitfalls lie. A long, comprehensive and essential listen.

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