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...
#12 Why bond yields are soaring and what it means for income investors
According to a major American bank the US bond market is in the sixth year of the third great bear market since 1790. But in September of 2024, the tide appeared to turn, before stubborn inflation and a robust US economy knocked the bulls off their perch. Add to that the threat of tariffs and suddenly it’s bear business as usual. Jason Borbora-Sheen unwraps a complicated asset class and sets out where opportunities lie for income investors. Hosted on Acast. See acast.com/privacy for more information.
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#11 Why 2025 requires a new investment playbook
With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. Opportunities abound, but Philip Saunders argues 2025 requires a new investment playbook. He explores where the smart capital will be heading – and where the pitfalls lie. A long, comprehensive and essential listen. Hosted on Acast. See acast.com/privacy for more information.
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27:02
#10 Defying the sceptics
Any review of asset-class performance in 2024 would doubtless headline ‘Big Tech’, Bitcoin and geopolitics. But delving below the headline grabbers are unloved stocks that have surprised the sceptics. And to great effect. John Biccard discusses his big call ahead of the May 29th elections, how that played out and where he’s seeking opportunity now. Hosted on Acast. See acast.com/privacy for more information.
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22:42
#9 What do earnings revisions tell us about the outlook for SA Inc?
How do you employ earnings revisions as an investment style, and what role does valuation play when evaluating stocks? Samantha Hartard sets out the SA 4Factor team’s investment approach, and how they apply their thinking to the outlook for SA Inc. Hosted on Acast. See acast.com/privacy for more information.
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9:53
#8 Two-pot, rate cuts and Black Friday – is the retail sector poised for take-off?
The day after Thanksgiving has become more than a time to sleep off excesses and patch up family squabbles. ‘Black Friday’ has become a day when discounts are dangled to the delight of consumers, and South Africa has not been spared. To mark it Achumile Mashalaba assesses the JSE retail sector, recent results and trading updates and the potential impact of the two-pot system regime. 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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