A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information o...
US election: A clear cut result, but what does it mean for the economy?
Equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters. Hosted on Acast. See acast.com/privacy for more information.
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14:47
Keep active in a bearish oil market
The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key. Hosted on Acast. See acast.com/privacy for more information.
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8:00
Tackling health, climate, and inequality
In this episode of Sustainability with Substance, Stephanie Niven is joined by Paul Ronalds, CEO of Global Ventures at Save the Children, looking at on the ground, impactful routes to delivering change across different drivers, pulling together health tech innovation, climate adaptation insurance, and decarbonising cooking facilities into a sustainability landscape, comparing opportunities and approaches across the public and private markets. Hosted on Acast. See acast.com/privacy for more information.
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15:10
US election | how a Trump or Harris victory will shape markets
The conventions are over, the banners banished, and the balloons have popped. Now Kamala Harris and Donald Trump get serious in the run-up to November 5th. Without picking sides, Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities. Hosted on Acast. See acast.com/privacy for more information.
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13:09
Has inflation bottomed?
Inflation in the UK has ticked up while in the US it’s crept lower. It’s tempting to call that a halt in inflation’s precipitous fall is upon us because of amongst other factors, the base effect. Jason Borbora-Sheen disagrees, and even sees a possibility of continuing disinflation. The reaction by central banks will likely continue to be the focus of market participants’ attention. With this backdrop, Borbora-Sheen forward the case for bonds. Hosted on Acast. See acast.com/privacy for more information.
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.
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