#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.
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6:55
#29 US approaches crunch point as debt soars
Moody’s, after some deliberation, joined its peers and knocked the US off its AAA perch. Markets seemingly shrugged it off, but it’s not that simple. John Stopford unpacks the implications, including why Trump’s "Big Beautiful Bill" could trigger a Truss-style trauma. Hosted on Acast. See acast.com/privacy for more information.
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14:54
#28 A new investment reality takes shape
Ninety One’s 2025 Capital Market Assumptions was recently published based on data until the end of March, before the Trump tariff shock that so unnerved market participants. But as Daniel Morgan explains, many asset classes have already come full circle. Looking ahead, however, he anticipates a decade of modest returns where outperformance is unlikely to come from broad exposure alone, requiring investors to be more selective. 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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