#51 The Fed’s flip – why risk management could be a tailwind for equities
The tone of the US Federal Reserve has flipped from hovering on the hawkish side earlier this summer to delving firmly into dovish territory today. With jobs, inflation and politics all demanding attention, the policy permutations are many. Alex Holroyd-Jones unpacks the Fed’s shift into risk-management mode and what it means for markets and for equities in particular. Hosted on Acast. See acast.com/privacy for more information.
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13:48
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13:48
#50 The big 5-0: the best of the past year’s Investment Perspective
Fifty episodes, countless insights. To mark this milestone, The Investment Perspective revisits some of the most compelling moments from the past year. From the dollar bear market to renewed interest in South African equities, from oil’s uncertain path to the enduring case for gold, this episode distills the sharpest thinking from Ninety One’s investment professionals. A fitting celebration of 50, with a clear eye on what’s next. Hosted on Acast. See acast.com/privacy for more information.
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22:35
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22:35
#49 From safe haven to supply crunch: what’s driving gold and copper
Gold has surged past $3 700 an ounce and copper is climbing on tightening supply. From record central bank buying and ETF flows to mining disruptions and the spectre of a dollar bear market,George Cheveley unpacks the forces reshaping precious and base metals markets. Hosted on Acast. See acast.com/privacy for more information.
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13:36
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13:36
#48 Fed cuts as expected, but strains are showing
The Fed’s 0.25% cut landed as expected, but markets are left weighing a more complicated picture: cooling jobs, stubborn inflation, and a divided FOMC. Philip Saunders unpacks what the move really signals and where opportunity can be found amid the noise. Hosted on Acast. See acast.com/privacy for more information.
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7:14
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7:14
#47 Cash Talk: Money market funds – now safer by design
Money market funds remain a cornerstone of the global financial system, prized for their liquidity and stability. Yet history has shown they are not immune to stress, with mismatches between investor redemptions and underlying assets occasionally exposing vulnerabilities. Regulators have responded with reforms designed to bolster resilience and transparency. Vivienne Taberer explains why these changes should be welcomed, how they reinforce money markets’ safe-haven role, and what today’s rate environment means for investors seeking both security and yield. Hosted on Acast. See acast.com/privacy for more information.
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.
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