Geopolitical tensions have once again exposed the oil market’s vulnerability to global events, fueling volatility and uncertainty for producers, consumers, and investors alike. Paul Gooden unpacks the forces driving recent market disruptions, including the fragile truce, the role of OPEC+ and US shale producers. Hosted on Acast. See acast.com/privacy for more information.
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10:11
#33 Fixed income – why the old rules no longer apply
Fixed income has long held ‘safe-haven’ status, but that reputation is cracking. In bond markets today, old assumptions are being upended. Peter Kent unpacks the blurring lines between developed and emerging market debt, the new global order where traditional labels no longer apply, and why bonds' defensive qualities are no longer a given. Meanwhile, headwinds for emerging markets are easing – and the case for diversification is more compelling than ever. A flash in the pan? Or a new trend that has long legs? Hosted on Acast. See acast.com/privacy for more information.
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15:22
#32 Cash Talk: Targeting 3% – an opportunity to catalyse economic growth
With CPI consistently below the target range, the SARB is proposing a lower, more ambitious 3% anchor. Vivienne Taberer examines what a 3% target would mean for the economy, markets, the rand, and monetary policy, concluding that the long-term gain would outweigh the short-term pain. Hosted on Acast. See acast.com/privacy for more information.
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8:57
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
After a turbulent start to the year, 2025 is evolving into a year of opportunity. Malcolm Charles unpacks the key drivers of the bond market and dives into two significant events for South Africa: Budget 3.0 and President Ramaphosa’s recent meeting with Donald Trump. He explores what these developments could mean for the economy, markets, and sets out their positioning. Hosted on Acast. See acast.com/privacy for more information.
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16:15
#30 Third time’s the charm
Fresh from a meeting with National Treasury, Adam Furlan shares a cautiously optimistic view on Budget 3.0. With signs of fiscal discipline and borrowing restraint, he unpacks the key takeaways – and what they mean for bonds and the rand. 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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