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The Investment Perspective, with Ninety One The Investment Perspective, with Ninety One Ninety One Podcast de Inversión en Bolsa Podcast de Inversión en Bolsa Tu foro de Bolsa This Day This Day MWC Le jeu des 1 000 € Le jeu des 1 000 € France Inter EXOPOLITICS TODAY with Dr. Michael Salla EXOPOLITICS TODAY with Dr. Michael Salla Dr. Michael Salla MAMMOTH DAILY MAMMOTH DAILY Mike Folta & Adrian Denny Cricket Mind Podcast Cricket Mind Podcast Nathan Wood & Briony Brock Espooky Tales Espooky Tales Cristina & Carmen Wayne Dyer Podcast Wayne Dyer Podcast Vishnu Swami リセマム 最新教育情報 リセマム 最新教育情報 株式会社イード 不把天聊si 不把天聊si 我要WhatYouNeed Claret & Blue Podcast Claret & Blue Podcast Reach Podcasts One Click Radio com Edson Bruno One Click Radio com Edson Bruno One Click Radio! TV JOJ 24 Podcast TV JOJ 24 Podcast Slovenská produkčná, a.s. Texas A&M Aggies Football Today | 2 Min News | The Daily News Now! Texas A&M Aggies Football Today | 2 Min News | The Daily News Now! The Daily News Now! Daily Sci-Fi Books Daily Sci-Fi Books solgoodmedia.com Australia News Today | 2 Min News | The Daily News Now! Australia News Today | 2 Min News | The Daily News Now! The Daily News Now! La Reunión Secreta La Reunión Secreta La Reunión Secreta Aviation Week's Check 6 Podcast Aviation Week's Check 6 Podcast Aviation Week DW Revista DW Revista DW Tech Talks Tech Talks Harvey Nash The Daily Light The Daily Light Calvary Chapel Susanville NFL News Today | 2 Min News | The Daily News Now! NFL News Today | 2 Min News | The Daily News Now! The Daily News Now! Down in Alabama with Ike Morgan Down in Alabama with Ike Morgan AL.com Internationale Presseschau Internationale Presseschau Deutschlandfunk Cabalá: Lecciones Diarias | mp4 #kab_spa Cabalá: Lecciones Diarias | mp4 #kab_spa Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Kabbalah: Daily Lessons | mp4 #kab_eng Kabbalah: Daily Lessons | mp4 #kab_eng Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Каббала: Ежедневные уроки | mp4 #kab_rus Каббала: Ежедневные уроки | mp4 #kab_rus Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" קבלה: שיעורים יומיים | mp3 #kab_heb קבלה: שיעורים יומיים | mp3 #kab_heb Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" קבלה: שיעורים יומיים | mp4 #kab_heb קבלה: שיעורים יומיים | mp4 #kab_heb Bnei Baruch Kabbalah Education and Research Institute, Бней Барух – Ассоциация "Каббала Ла-Ам" Les Grandes Gueules Les Grandes Gueules RMC Fantasy Football Today Beyond the Box Score Fantasy Football Today Beyond the Box Score CBS Sports Planet FPL - The Fantasy Football Podcast Planet FPL - The Fantasy Football Podcast Suj & James 单曲纯音乐(Single pure music) 单曲纯音乐(Single pure music) 平凡的咖啡音乐 Coffee House Shots Coffee House Shots The Spectator The Eyeshot Podcast on Street & Documentary Photography The Eyeshot Podcast on Street & Documentary Photography Eyeshot The Business Report with Ryan Huang and Chua Tian Tian The Business Report with Ryan Huang and Chua Tian Tian MONEY FM 89.3
The Investment Perspective, with Ninety One

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The Investment Perspective, with Ninety One

Ninety One

#94 Growth is no longer the enemy: inside Warsh's Fed

July 17, 2026 5:21am 11 min

Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productiv...

#93 South African value is priced like a distress sale, and the bond market disagrees

July 13, 2026 6:01am 23 min

John Biccard argues that South African equities have become disconnected from the country's own improving bond market. He points to retail names trading at deep discounts to intrinsic value, a first move into global tech...

#92 Beyond the index giants: the case for active EM

July 03, 2026 6:06am 12 min

After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a ...

#91 The dollar's reversal: from debasement fears to strength

June 30, 2026 5:06am 8 min

After widespread expectations in 2025 of a structural dollar bear market, conditions appear to have shifted in 2026. The greenback's status as the world's reserve currency has strengthened over the past year, with the Do...

#90 Oil is falling, but South Africa's inflation fight is far from over

June 23, 2026 10:18am 6 min

Oil prices have pulled back sharply from their peak, but Vivienne Taberer warns that the relief may come too late to spare South African consumers further pain. With the SARB watching closely for signs that inflation exp...

#89 Peace plan, messy reality: commodities after Iran deal

June 17, 2026 6:49am 14 min

The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer s...

#88 When the rule book no longer applies

June 11, 2026 2:35am 11 min

AI is reshaping the US economy in ways that confound historical precedent. Philip Saunders makes sense of a market landscape where growth is real but uneven, inflation risks are manageable but not absent, and the old pla...

#87 The $1.75 trillion question: an IPO that could change everything

June 05, 2026 1:16am 13 min

The SpaceX IPO is just the opening act. With Anthropic and OpenAI close behind, Anton du Plooy considers what a wave of trillion-dollar listings means for markets, and for the investors who have to decide what to do abou...

#86 Holding its nerve: how SA is weathering the oil shock

June 04, 2026 1:41am 12 min

The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up, ...

#85 A 4% wake-up call: reading the SARB's next move

May 21, 2026 8:51am 6 min

A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at th...

#84 Beyond the index: why concentration risk may be active management's biggest opportunity

May 19, 2026 9:03am 11 min

Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the ...

#83 A very tight strait. Can oil get to $150?

May 18, 2026 2:13am 12 min

With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-deman...

#82 Who really controls the Fed?

May 08, 2026 4:50am 9 min

The battle between the White House and the world's most powerful central bank isn't just political theatre. It has real consequences for markets, inflation, and the credibility of independent monetary policy. Ruen Naidu ...

#81 The 5% problem: why bonds are back in the conversation

May 06, 2026 9:16am 9 min

The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what ...

#80 The art of sleeping when markets can't

May 05, 2026 3:20am 19 min

Oil at double its 2026 lows. Bond yields creeping up. Petrol prices hammering the South African consumer. And the S&P still making new highs. Sumesh Chetty unpacks the contradictions shaping global markets right now, fro...

#79 When private credit flips the script

April 20, 2026 3:32am 18 min

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...

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

April 16, 2026 5:49am 10 min

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...

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

April 14, 2026 2:32am 13 min

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 ...

#76 Bond market shock: panic or opportunity?

April 09, 2026 6:03am 8 min

South African bonds have suffered their second-worst monthly drawdown in two decades, rattled by global conflict and rising inflation fears. But beneath the volatility, the fundamentals may tell a different story. James ...

#75 Markets shaken, not broken: Middle East tensions

April 02, 2026 4:05am 8 min

The sudden escalation in the Middle East has jolted global markets, reversing expectations for lower inflation and rate cuts almost overnight. Malcolm Charles explains why this is more than a passing shock, how portfolio...

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