#23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
In this episode, we explore how corporate cash can work harder—without compromising on liquidity or safety. With the repo rate steady and a VAT hike ahead, Tsitsi Hatendi-Matika unpacks practical strategies that can be tailored to match corporates' operational cash flow cycle. Hosted on Acast. See acast.com/privacy for more information.
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7:49
#22 Europe warrants a revisit as market forces change
The Trump administration’s varied and often controversial executive orders and policy changes have kept market participants on edge. US assets, having been a dominant force for investors for so long have recently underperformed. The fear is that certain measures, notably tariffs, will crimp economic growth and push inflation higher. Philip Saunders discusses whether these fears are justified and if other geographies might take advantage, with a focus on Europe. Hosted on Acast. See acast.com/privacy for more information.
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14:04
#21 Compromises and trade-offs as Godongwana delivers Budget 2.0
The revised Budget tackles the near-impossible challenge of driving growth while managing fiscal pressures and funding critical sectors. Adam Furlan explores what it reveals about the dynamics within the Government of National Unity (GNU), unpacks the short-term market reaction and long-term implications, and outlines the positioning of the Ninety One Diversified Income Fund. Hosted on Acast. See acast.com/privacy for more information.
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7:38
#20 Cash Talk: Jibar makes way for Zaronia – What it means for your cash investments
For nearly 25 years, JIBAR (Johannesburg Interbank Average Rate) has been South Africa’s preferred benchmark rate for overnight and term lending. This is set to change as Zaronia (the SA Rand Overnight Index Average) replaces Jibar. In the inaugural episode of our Cash Talk series, Vivienne Taberer unpacks the upcoming changes and the likely impact on cash investments. Hosted on Acast. See acast.com/privacy for more information.
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8:26
#19 Trump, trade & tactics: what It means for SA investors
The furious pace of political pronouncements in the first quarter of 2025 has economies and markets on high alert. SA has not been spared, as aid from the US has been halted and tariffs threatened. Hannes van den Berg analyses all these factors and explains how he navigates investment decision-making as the noise grows louder. 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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