Developed market bonds have had a turbulent year, buffeted by deficits, politics and policy uncertainty. Enter South African bonds. In contrast, they’ve been a bastion of relative calm, supported by orthodox fiscal and monetary policy. Ruen Naidu unpacks their performance and what the road ahead may hold. Hosted on Acast. See acast.com/privacy for more information.
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#45 The ‘safe’ portfolio just got risky
South Africa’s high real yields have allowed conservative investors to lean heavily on income strategies for returns. However, that tailwind is fading. As inflation expectations settle and the SARB prepares to cut rates further, the return gap between bonds and equities may widen. Sumesh Chetty believes it's time to rethink what ‘cautious’ really means. Hosted on Acast. See acast.com/privacy for more information.
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#44 Bonds – anything but boring
Once seen as safe and steady, bonds are now at the heart of market turbulence. From political pressure on the Fed to diverging central bank moves and volatile long-end yields, 2025 is rewriting the rules. Jason Borbora-Sheen makes the case for short-dated bonds, global diversification and a relentless focus on capital protection. Hosted on Acast. See acast.com/privacy for more information.
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#43 The price is (finally) right?
Markets are a game of probabilities, and John Biccard thinks investors are mispricing them. In this episode, he unpacks why South African banks may offer compelling value, why the case for gold still glitters, and what 25 years of value investing has taught him about conviction, misperception, and timing. Is value finally getting its moment in the spotlight? Hosted on Acast. See acast.com/privacy for more information.
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#42 Stagflation looms as next test for markets
This year has not been short on worries for market participants. Now, another concern is creeping onto the list: stagflation. Early signals of a slowing US economy, coupled with rising prices, have caught investors’ attention, though they are not yet fully reflected in market pricing. John Stopford unpacks the complex likelihood of stagflation taking hold, its potential impact and how he is positioned to navigate one of investors’ most persistent adversaries. 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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