Ninety One | The Big Picture

The end of an era? Dollar dominance in question

Wed, 16 Jul 2025 23:00:00 GMT

Dollar cycles are longer than others because four self-reinforcing forces create inertia. They rarely reverse unless all four turn at once. Trump-era policies, fiscal strain and shifting global capital could trigger such a convergence.

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Talking Tariffs

Mon, 17 Feb 2025 05:30:00 GMT

With tariffs becoming an increasingly unpredictable tool of US economic policy, Sangeeth Sewnath, Head of Americas, sits down with our experts Thys Louw and Sahil Mahtani to discuss how investors should approach tariff risk.

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2025 Investment views | A building global recovery

Tue, 07 Jan 2025 16:05:35 GMT

With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. There are abundant opportunities for investors, but 2025 requires a new investment playbook. Philip Saunders and Sahil Mahtani explore where the smart capital will be heading – and where the pitfalls lie.

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2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets

Tue, 07 Jan 2025 16:05:27 GMT

Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.

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2025 Investment views | Navigating the Year of the Snake

Tue, 07 Jan 2025 16:05:15 GMT

As we look ahead to 2025, the Year of the Snake, we explore the evolving opportunities and challenges in the China market. Our experts discuss how investors can navigate this landscape. From policy shifts and geopolitical developments to equity and fixed-income strategies, they share insights into what the year may hold for the world’s second-largest economy.

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2025 Investment views | Opportunities at a low point in the sentiment cycle

Tue, 07 Jan 2025 16:03:17 GMT

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.

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2025 Investment views | Quality earnings are more predictable than the market

Tue, 07 Jan 2025 16:03:12 GMT

Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.

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2025 Investment views | Navigating a diverse range of opportunities

Tue, 07 Jan 2025 16:03:07 GMT

Elias Erickson explains why international equities offer a diverse set of value-accretive businesses in an increasingly narrow market, presenting an attractive opportunity for active investors.

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2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers

Tue, 07 Jan 2025 16:02:58 GMT

4Factor’s Rhynhardt Roodt reflects on a strong year for equity market momentum and considers where best to focus in 2025.

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2025 Investment views | Build defences and diversify your income sources

Tue, 07 Jan 2025 16:02:50 GMT

Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer. With traditional markets looking so expensive, investors seeking steady income and portfolio resilience should avoid following the crowd.

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2025 Investment views | Defensive income: A steady beacon amid potential disorder

Tue, 07 Jan 2025 16:02:31 GMT

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, John Stopford sees better opportunities beyond traditional markets in 2025.

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2025 Investment views | Trade tariffs and geopolitics could sustain gold’s shine in 2025

Tue, 07 Jan 2025 16:02:07 GMT

Gold shone in 2024, and the sector appears poised to maintain its appeal as an investment opportunity. George Cheveley examines the factors influencing the commodity sector in the year ahead.

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US election: A clear cut result, but what does it mean for the economy?

Wed, 06 Nov 2024 16:33:36 GMT

Equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.

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Keep active in a bearish oil market

Fri, 18 Oct 2024 13:20:57 GMT

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key.

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Tackling health, climate, and inequality

Tue, 17 Sep 2024 05:00:26 GMT

In this episode of Sustainability with Substance, Stephanie Niven is joined by Paul Ronalds, CEO of Global Ventures at Save the Children, looking at on the ground, impactful routes to delivering change across different drivers, pulling together health tech innovation, climate adaptation insurance, and decarbonising cooking facilities into a sustainability landscape, comparing opportunities and approaches across the public and private markets.

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US election | how a Trump or Harris victory will shape markets

Fri, 30 Aug 2024 05:30:55 GMT

The conventions are over, the banners banished, and the balloons have popped. Now Kamala Harris and Donald Trump get serious in the run-up to November 5th. Without picking sides, Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

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Has inflation bottomed?

Fri, 23 Aug 2024 05:00:52 GMT

Inflation in the UK has ticked up while in the US it’s crept lower. It’s tempting to call that a halt in inflation’s precipitous fall is upon us because of amongst other factors, the base effect. Jason Borbora-Sheen disagrees, and even sees a possibility of continuing disinflation. The reaction by central banks will likely continue to be the focus of market participants’ attention. With this backdrop, Borbora-Sheen forward the case for bonds.

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Addressing digital inclusion challenges

Wed, 21 Aug 2024 05:00:04 GMT

In this episode, Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion.

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Too high for too long?

Wed, 14 Aug 2024 05:00:04 GMT

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. What really happened, why, and was it avoidable?

John Stopford looks back on a testing week and assesses the near-term prospects, with a keen eye on the background of US politics.

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Gold and Trump 2.0

Tue, 06 Aug 2024 05:00:39 GMT

Gold has been breaking records in US$ terms in 2024, and the future seems bright for the yellow metal. Fundamentals underpinning the gold price include central bank demand, US fiscal worries and the prospect of lower interest rates and the de-dollarisation of the global monetary system. Add to this the chance of another Trump presidency and gold bulls are on high alert. Iain Cunningham examines the key factors.

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The year of the ballot: a mid-year snapshot

Thu, 25 Jul 2024 05:00:08 GMT

We are half way through 2024 and most emerging market elections have now taken place, notably in South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact.

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Medicine for change

Wed, 24 Jul 2024 05:00:41 GMT

Bram Wagner, a prominent specialist from the Access to Medicine Foundation, engages in a thoughtful conversation with Portfolio Manager, Matt Evans, about how we can think of healthcare investing through the lens of accessibility. Initiatives aimed at improving accessibility on a global scale can significantly expand addressable markets within the healthcare industry. This provides investors with an opportunity not only to contribute meaningfully to enhancing accessibility, but also to invest in areas primed for structural growth.

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Alpha Sources in impact investment

Wed, 10 Jul 2024 05:00:54 GMT

Stephanie Niven sits down with experienced and award winning impact investor Dimple Sahni from Anthos Fund and Asset Management to examine some of the challenges and opportunities of turning impact insights into an alpha advantage.

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Investing for tomorrow: Africa's natural environment and what's at stake

Thu, 27 Jun 2024 05:30:13 GMT

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation. They are joined by the pioneering leader and founder of the non-profit Tusk Trust, Charlie Mayhew. Hear Charlie talk about some hard-won ‘war stories’ showing what’s at stake as they discuss the evolving financial model required to protect Africa’s natural environment.

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After the vote

Mon, 24 Jun 2024 05:30:35 GMT

If polls are to be believed, the 14-year tenure of the UK’s Conservative Party is about to end. Change is often greeted with trepidation by society, business and markets. However, in this case the UK has displayed stability, especially relative to some of its European peers. Matt Evans examines the mood and the potential market moves after July 4th, Election Day.

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Central banks start to ease off the brakes

Tue, 18 Jun 2024 05:30:15 GMT

We have grown used to 'higher for longer', but the winds of change have now seemingly started to blow in the corridors of monetary policy power. Sweden and Switzerland have cut, and Canada followed suit. All eyes were on the ECB, and it did not disappoint, cutting rates by 25 basis points. Christine Lagarde was still guarded, however, and did not commit to further falls. John Stopford analyses the implications.

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Deciphering the human factor

Wed, 12 Jun 2024 05:00:11 GMT

Investment analysts frequently ignore culture and inclusion, focusing exclusively on companies’ financial statements. Yet the ‘human factor’ is often among the key drivers of corporate performance, and ultimately of shareholder returns. Professor Alex Edmans talks with Ninety One’s Stephanie Niven and Miles Hamilton about how to leverage research into culture and inclusion into better investment decisions. They also discuss their joint work to develop a practical framework for incorporating culture insights into investment analysis.

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Schneider Electric: talking carbon, culture... and sustainability as a strategy

Wed, 29 May 2024 05:00:36 GMT

For Schneider Electric, a multinational company that specialises in digital automation and energy management, sustainability isn’t just about doing good. It’s a way of aligning the business to the structural tailwinds created by a decarbonising world.

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Mapping the sustainable growth journey in China and Korea

Wed, 15 May 2024 05:00:35 GMT

Juliana Hansveden and Yuxin Lin from the Sustainable Equity team recently travelled to China and Korea to meet existing and prospective portfolio companies. They discuss the insights gained from the trip and detail how they’re capturing the structural growth opportunities.

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Nature's balance sheet: biodiversity opportunities and risks

Wed, 08 May 2024 05:00:46 GMT

Portfolio Manager Stephanie Niven and analyst Sam Anthony discuss the importance of biodiversity and how they think about it from an investment perspective.

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India's sustainable future

Wed, 01 May 2024 05:00:22 GMT

India offers an exciting decarbonisation growth opportunity, but it is also fast becoming the most populous country in the world. With that comes both risks and opportunities for investors. Portfolio Manager Graeme Baker is joined by Ninety One analyst Arita Sehgal and London School of Economics Professor in Practice Nick Robins to unpack this topic. They look at India’s impact on the world’s transition to net zero and what a just transition looks like for the country.

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Is sticky inflation ruining the party?

Tue, 23 Apr 2024 05:00:56 GMT

After the recent optimism of market participants that sent US markets to record highs and bond yields tumbling, the mood has changed. Bond yields have risen sharply and frothy equities are well off their highs as inflation has proved stubbornly high. John Stopford analyses the data in the US and beyond.

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A new capex supercycle

Wed, 17 Apr 2024 05:00:35 GMT

A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.

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Does the commodity rally have legs?

Thu, 11 Apr 2024 05:00:18 GMT

Global commodities prices as measured by the CRB Index have increased around 14% in 2024 and investors are becoming increasingly optimistic about a meaningful long-term up cycle. From copper to cocoa and gold to PGMs, George Cheveley explains the fundamentals behind the rally and the prospect of it persisting and considers the outlook for the share prices of resources companies.

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Central banks in focus

Wed, 13 Mar 2024 05:29:15 GMT

The year is still in Q1 but already it's billing as being all about politics and the price of money is justified. In a matter of days the US primaries have whittled down the US election to the familiar old candidates, the UK has delivered a surprise-free budget, the ECB has kept rates on hold while the Fed chair has merely changed the date of his speech to Congress.

Markets meander upwards unfazed, but with more than 50 elections due in 2024, multiple reserve bank meetings and the ongoing spectre of wars, surely something must give? In an interview recorded on Friday 8th March, Russell Silberston analyses a packed diary.

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Mining Indaba – a barometer for the resources sector

Thu, 15 Feb 2024 06:01:39 GMT

The shadow of a poorly performing JSE resources sector and the dollar price of certain commodities hung over the annual Mining Indaba in Cape Town. The PGM sector, which is one of South Africa’s most important export products, garnered much of the attention, but copper, gold and some bulk commodities also took centre stage. Dawid Heyl shares his perspective on the Indaba and the outlook for the sector.

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Macroscope: Long the yen against the euro

Tue, 06 Feb 2024 09:18:24 GMT

Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro.

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China may emerge from the doldrums - 2024 Investment Views

Wed, 31 Jan 2024 09:44:57 GMT

After a challenging year, Wenchang Ma sees brighter prospects for Chinese equities in 2024, with weak sentiment providing an entry point to invest in some of the world’s most attractive companies.

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Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views

Tue, 23 Jan 2024 06:31:59 GMT

Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.

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EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views

Thu, 18 Jan 2024 06:00:28 GMT

Improving global growth and inflation dynamics are supportive for the asset class, but risks remain and a bottom-up approach will be vital for capturing the opportunities and building resilient portfolios.

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EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views

Tue, 16 Jan 2024 09:13:10 GMT

Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environment. EM economies are also on solid footing, and profitable cross-country collaboration is making EM corporate debt an exciting place to be.

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Emerging markets equities: are the dark clouds starting to part? - 2024 Investment Views

Thu, 11 Jan 2024 15:33:51 GMT

With 2023 falling short of expectations in terms of a recovery for emerging markets equities, Archie Hart explains the need for caution in the coming months, but remains optimistic on a 1- or 2-year view, given that the building blocks for a turnaround are beginning to fall in place.

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Volatility is creating opportunities - 2024 Investment Views

Mon, 08 Jan 2024 10:25:17 GMT

Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.

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It’s time to rethink fixed income - 2024 Investment Views

Thu, 21 Dec 2023 15:13:22 GMT

With interest rates set to remain higher for longer, investors have some thinking to do. Are the same rules that have applied for the past few decades still in play, or is a different approach needed?

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Finance’s evolving role in achieving net zero - 2024 Investment Views

Mon, 18 Dec 2023 10:31:35 GMT

The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

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COP28: The climate challenge is still daunting, but COP28 offered hope

Tue, 12 Dec 2023 09:31:58 GMT

John Green, Chief Commercial Officer and Annika Brouwer, Sustainability Specialist reflect on their time at COP28, the progress that’s been made and the highlights from a climate finance perspective.

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EM Equities: are the dark clouds starting to part? - 2024 Investment Views

Mon, 11 Dec 2023 14:21:27 GMT

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Emerging markets: favourable currents strengthening beneath choppy waters - 2024 Investment Views

Wed, 06 Dec 2023 12:23:09 GMT

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.

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Positioning for the next cycle - 2024 Investment Views

Thu, 30 Nov 2023 12:08:57 GMT

A radical reset in borrowing costs has changed the rules of the game for investors. Philip Saunders and Sahil Mahtani assess the outlook for 2024 and beyond, and discuss where to invest for a new market cycle.

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The acceleration towards a multipolar world

Tue, 07 Nov 2023 04:00:39 GMT

In a detailed podcast, Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – one of the five major structural macro themes identified in our ‘Road to 2030’ analytical series – its scale, its ‘all-state’ characteristics and America’s response to it.

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Agriculture is vast, varied, and vital

Fri, 27 Oct 2023 03:00:17 GMT

The agri economy is vast, varied and strategically vital. It has also developed a reputation as being environmentally unfriendly on a global scale, but things are changing as primary agricultural businesses and an array of ancillaries mend their ways. Dawid Heyl explains and details the resultant opportunities.

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The AI opportunity

Wed, 25 Oct 2023 03:00:22 GMT

The hype around AI exploded into the public consciousness at the start of this year, largely due to the arrival of OpenAI’s ChatGPT. But as Abrie Pretorius and Nikhil Solanki explain, we’re actually at the start of the third AI-hype cycle, the first of which started in the 1950s! In this podcast, they look at the likely winners in the space and what this means for investors.

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Is cash really king? It’s not a yes or no question argues Jason Borbora-Sheen

Thu, 19 Oct 2023 03:30:12 GMT

Investors have been asking whether cash is the only answer for a defensive income at present. Jason Borbora-Sheen and Ellie Clapton argue that the solution may not be quite so black and white.

In this interview, Jason highlights four key reasons for why there is an opportunity cost of a cash only approach and where he feels investors should be looking.

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Tackling the sustainable investment sentiment shift

Thu, 12 Oct 2023 09:28:58 GMT

Sentiment on sustainable investing and climate investing in particular has swung from peak positive for a variety of reasons that include interest rates and anti-ESG sentiment. Deirdre Cooper explains the shift, outlines her stance and injects a good deal of contrarian optimism.

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Global natural resources equities: the growth opportunity that markets are (still) missing

Tue, 10 Oct 2023 03:00:06 GMT

Many investors have been wary of investing in companies in natural resources sectors amid climate concern. Yet a sizeable group of natural resources businesses have critical roles to play in the energy transition, and consequently significant structural growth potential.

Combined with underinvestment in new supply of transition-essential commodities and low valuations, it adds up to a fascinating time for investors to take a closer look at this unappreciated but highly dynamic part of the stock market. Ellie Clapton discusses with Portfolio Manager Tom Nelson.

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How worried should investors be about the debt-fuelled bet on US Treasuries?

Mon, 02 Oct 2023 05:00:08 GMT

Bond yields in the US have been on the rise since 2020. From a low of below 1%, the 10-year yield at the time of publication is over 4.5%. Yes, inflation is still elevated and interest rates are thus remaining high, but are there other factors at play? Jason Borbora-Sheen explains the fundamentals and the actions of market participants, their consequences and the potential outcomes.

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Oil and the price equation

Thu, 14 Sep 2023 05:00:57 GMT

The oil price was hovering just over $70 per barrel in mid-June, but by early September was just above $90. This sharp and rapid rise has been attributed to a Saudi strategy of removing supply, but the buoyant demand is also crucial as higher prices have not affected the world’s appetite for black gold. Tom Nelson discusses the price equation and implications of the recent rally.

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Behind the scenes at Jackson Hole

Fri, 01 Sep 2023 08:02:08 GMT

The annual gathering of the world’s central bankers at Jackson Hole has concluded. The headline act, Jerome Powell of the Federal Reserve, was predictably circumspect as he highlighted stubborn inflationary pressures and therefore a cautious monetary policy stance. Russell Silberston summarises the gathering and the future of not only US interest rates but China’s and other key economies.

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Phillip Saunders | Is the dollar’s status as reserve currency of the world under threat?

Wed, 26 Jul 2023 07:43:17 GMT

Reports of the demise of the US dollar as the world’s reserve currency have been numerous over recent years. Yet its status remains intact even though 2023 hasn’t been kind to the greenback. US interest rates show signs of having peaked as inflation abates, but is the dollar weakness as simple as that?

Philip Saunders provides a perspective on the outlook in conversation with Lindsay Williams.

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Mapping the sustainable growth journey in China and Korea: Sustainability with Substance

Fri, 14 Jul 2023 04:07:45 GMT

Thirty one company visits over 14 days. A hectic schedule for Juliana Hansveden and Yuxin Lin as they travelled China and Korea for the first time since COVID. In an interview with portfolio specialist Ellie Clapton, listen to what they learned from their trip and how the Sustainable Equity team are thinking about these opportunities.

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Summertime blues in the oil market

Tue, 11 Jul 2023 04:00:22 GMT

These are uneasy times in the oil market. The OPEC+ group met again in Vienna last week alongside oil industry chief executives and the stakes are high. Tom Nelson, Head of Thematic Equities discusses with Lindsay Williams.

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India’s sustainable future: Sustainability with Substance

Mon, 03 Jul 2023 03:00:31 GMT

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Embracing the transition opportunity in emerging markets

Thu, 29 Jun 2023 03:00:52 GMT

The world needs $4 trillion a year to reach net zero by 2050, with 25% of this needed by emerging markets. Nazmeera Moola, Chief Sustainability Officer and Daisy Streatfield, Sustainability Director, discuss how if we are to achieve a real-world transition, investors must finance new infrastructure and industries in emerging markets that will help the transition and provide capital for credible transition paths of today’s high emitters.

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Adapting to a new reality

Wed, 28 Jun 2023 04:00:28 GMT

Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it and unpacks what this means for investors.

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Thinking beyond bonds: from the multi-asset income desk

Mon, 26 Jun 2023 05:00:53 GMT

The poor performance of government securities in 2022 and the write-down of Credit Suisse’s AT1 bonds should lead investors to question the defensive qualities of their fixed income holdings. Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton are back on the desk to discuss why they think investors need to think beyond bonds for a fixed income-like return.

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UK savings platforms: a diamond in the rough

Tue, 13 Jun 2023 14:38:08 GMT

The UK’s financial sector is not just about big banks. Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investors. Demographics, government regulation and technology should all help its development, with additional learnings on offer from US counterparts.

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Transition talks: Bridget Beals, Co-Head of Climate Risk & Strategy at KPMG

Tue, 06 Jun 2023 15:10:32 GMT

In this interview, we speak to Bridget Beals, Head of Climate Risk & Strategy at KPMG who talks to us about the engagements she’s having with companies across public and private markets and the transition plans she’s seeing from these companies.

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Fixed income isn't necessarily the best way to deliver bond-like outcomes | John Stopford

Tue, 23 May 2023 08:37:50 GMT

The Credit Suisse crisis has called into question the defensive qualities of fixed income holdings. Traditionally, bonds are seen as ‘safe’ and equities as ‘risky’, but John Stopford argues this rather simplistic view of the world ignores the quality and breadth of securities which make up a company’s capital structure.

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South Africa update - Capturing cyclical opportunities in a resurgent Asia

Wed, 17 May 2023 12:11:12 GMT

Valuations in South Africa are cheap, but in the fight for capital, opportunities in Asia appear more compelling, says Hannes van den Berg.

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Public and private collaboration critical to solving for SDGs

Tue, 25 Apr 2023 11:14:24 GMT

Following the recently concluded spring meetings of the IMF and World Bank, Annika Brouwer reflects on progress made in public finance reform, the need for and challenges of mobilizing private capital, and the imperative for policies and projects to incorporate a return objective.

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Macro round-up | Jason Borbora-Sheen

Wed, 19 Apr 2023 08:31:50 GMT

What is typically expected to be a quiet post-holiday week, saw a number of interesting developments exerting influence. US inflation at the consumer and producer levels abated, the UK produced anaemic growth numbers, and the IMF played down talk of peak interest rates. Significantly, the US dollar took a tumble. Jason Borbora-Sheen considers the implications.

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China's self-sufficiency opportunity

Thu, 13 Apr 2023 14:28:39 GMT

The past couple of years have been disorderly for Chinese equities. However, President Xi’s recent reshuffle provides greater clarity regarding the government’s direction of travel. In our view, the trend towards localisation – prioritising domestic champions over foreign alternatives, in order to drive self-sufficiency – will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors.

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A disorderly transition

Mon, 03 Apr 2023 09:39:26 GMT

To get to net-zero we have to finance the high emitting sectors and regions from a state of high carbon to a state of low carbon. The path to getting there is not simple or clear. Head of Thematic Equity Tom Nelson and Sustainability Specialist Annika Brouwer discuss the disorderly transition that is underway.

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What the collapse of SVB means for investors

Mon, 27 Mar 2023 13:30:06 GMT

The investment world has been rocked by two bank failures in the US and a crisis at a Swiss giant. Financial authorities have stepped in to soothe fears of a contagion and yet investors’ nerves are still raw. Philip Saunders argues that this is a healthy development for the long term.

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UK update - In conversation with Barnett Waddingham: how has the Investment Consulting industry changed?

Thu, 23 Mar 2023 17:25:33 GMT

In the latest episode of Inside Track David Clare, Partner at Barnett Waddingham, is interviewed by Ninety One's Jaspal Boparai. He provides us with a view of the UK Investment Consulting landscape from the eyes of a true industry veteran as he prepares for retirement.

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Why gold has regained some of its lustre

Wed, 22 Mar 2023 09:41:19 GMT

Resources prices and the value of producers’ shares are being pushed and pulled by a variety of complex factors, both self-made and external. In an interview last week, George Cheveley shares insights gained from conferences abroad, where he has been both a speaker and delegate. He pays particular attention to gold, a metal that has recently regained some of its lustre.

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SVB Financial – a consequence of exiting false equilibrium

Thu, 16 Mar 2023 17:07:00 GMT

The investment world was recently rocked by a bank failure. It was a niche bank but nonetheless important, as its demise highlights the impact of repeated and rapid rate rises. Iain Cunningham explains why this may be the beginning of a problem, not the end.

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What the inverted yield curve foretells

Tue, 14 Mar 2023 17:02:00 GMT

For decades an inverted yield curve has unerringly predicted recession in the US and beyond. The margin between the 2-year and the 10-year bonds in the US is around 100 basis points, so despite robust economic data, the future is uncertain. Last week Philip Saunders discussed the theory and implications for the global economy.

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International Energy Week: the focus on transition

Fri, 03 Mar 2023 14:41:03 GMT

International Energy Week used to be ‘Petroleum’ week. The need for these companies to be the drivers of the energy transition is paramount, but the transition is not an overnight process. Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution, but also emphasises that the process must be managed carefully by the producers, and monitored by an investment community that is becoming ever more vigilant about sustainability and the environment

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Inflation – ‘sticky’ for longer?

Mon, 27 Feb 2023 12:09:13 GMT

Predictions of the demise of inflation were seemingly premature after key releases from the US and UK recently. Will it remain ‘sticky’ and thus keep interest rates elevated? Iain Cunningham analyses the fundamentals, the inverted rate curve and the implications for the world’s economic growth.

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South Africa update | Can the Budget be bold enough?

Thu, 23 Feb 2023 09:59:14 GMT

It’s Budget Day 2023 and SA is on tenterhooks. In the conclusion to Enoch Godongwana’s speech, the word ‘bold’ appears twice. The question is how bold he can be given a subdued economic outlook and the embedded structural weaknesses that are all too familiar. However, the markets were cautiously optimistic in response. Sisamkele Kobus discusses.

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How can mining in Africa bolster the energy transition?

Thu, 16 Feb 2023 10:30:29 GMT

The world’s largest mining investment conference recently concluded in Cape Town, with sustainability at the heart of the next wave of new exploration. In South Africa, three nagging problems linger, as Annika Brouwer explains.

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US - recession or not? | Jason Borbora-Sheen

Fri, 10 Feb 2023 14:44:18 GMT

The recession-predictor pundits are stoic in their belief that the US is already in, or will be soon in the midst of an economic downturn. However, recent PMI and jobs data show that the world’s largest economy is defiantly robust. Jason Borbora-Sheen puts froward the case for a recession, but not yet.

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Russell Silberston | Forget February, focus on March

Mon, 06 Feb 2023 15:15:27 GMT

Three central banks opened their envelopes last week, but they held little surprise as the contents were well communicated in advance. Russell Silberston argues that investors should look beyond the February meetings to those occurring in March, when things will get interesting.

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Tactical opportunities, but caution is the watchword

Wed, 14 Dec 2022 19:52:03 GMT

2022 was the year the bond markets broke, forcing a fundamental rethink of defensive investment strategies. John Stopford believes a nimble approach to investing is essential.

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Semiconductors: an industry shaping the modern world

Tue, 13 Dec 2022 15:48:57 GMT

Semiconductors are integral to the products we use in everyday life. They are even at the centre of global political disputes. Some predict the industry will be worth over US$1 trillion by 2030, given an ever-increasing demand for chips, and therefore, from an investment perspective, it’s important to remain on top of developments. To this end, the Ninety One Quality team sat down for a deep dive on the semiconductor industry to analyse the market through a quality investment lens and discuss which companies will be the long-term winners in the space. Featuring portfolio specialist Joe Knight, Asia-focused portfolio manager, Charlie Dutton and William Nott, a global analyst on the team.

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Reset creates opportunities

Thu, 08 Dec 2022 15:49:48 GMT

Valuations reset in 2022. Equity prices fell, while cash rates and bond yields rose. As the risk premium returns to more sensible levels, opportunities are beginning to emerge.

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Tailwinds strengthen for climate-solutions providers

Wed, 07 Dec 2022 12:27:35 GMT

A turbulent year has increased the opportunities for companies that are helping the world transition away from fossil fuels and use energy more efficiently.

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Investors need to read the ‘ESG’ label carefully

Mon, 05 Dec 2022 13:31:54 GMT

Assets are flowing into ESG funds, but investors need to choose carefully because the ‘sustainable’ label still covers a very wide range of investment approaches. Nazmeera Moola, our Chief Sustainability Officer discusses.

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EM outlook: deep discounts and heightened diversity provide a rich hunting ground

Wed, 30 Nov 2022 13:38:48 GMT

Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie Hart.

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2023 Outlook: A time of culmination

Wed, 23 Nov 2022 13:27:47 GMT

The consequences of years of super-loose monetary policy are coming to a head. Times of culmination – when markets reap the harvest of seeds sown sometimes long before – can be perilous. But they can also present opportunities for investors.

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Why not to be enthusiastic off of recent US data - Jason Borbora-Sheen

Fri, 11 Nov 2022 13:26:07 GMT

Market participants, so used to inflation surprises to the upside, were caught off guard when the latest US data came in below expectations. A startling risk asset class rally ensued. Jason Borbora-Sheen analyses the data, the likely reaction from the Fed, and also warns of being too enthusiastic on the back of one data point.

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South Africa update: perception versus reality

Thu, 10 Nov 2022 16:43:06 GMT

Sometimes South Africa is justifiably negatively regarded but on other occasions perception distorts reality. Malcolm Charles uses the bond market to illustrate this phenomenon and set out his outlook for SA fixed income assets.

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Implementing sustainability views in investment portfolios

Fri, 21 Oct 2022 14:07:58 GMT

Anastasia Guha, Global Head of Sustainable Investment at Redington, helps dissect this conundrum and shares her views on the most important factors investors must be thinking about.

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UK markets – what can history teach us?

Fri, 30 Sep 2022 10:05:43 GMT

Britain is facing an economic and socio-economic crisis brought about by global events, but also of its own making. Investment Strategist Russell Silberston expertly analyses the situation, leaning on his 40-year career to see what lessons we can take from the past.

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As inflation continues to remain stubbornly hot, central banks are scrambling to cool it down

Fri, 23 Sep 2022 12:04:43 GMT

The Fed and the Bank of England have both raised rates while warning of more to come. Russell Silberston analyses the economic and market implications in conversation with Lindsay Williams.

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Commodities conundrum

Tue, 20 Sep 2022 10:29:22 GMT

Commodities as an aggregated price index nearly tripled from the beginning of the pandemic to earlier this year. There has been a pullback, but is it a pause or a new trend? And are commodities economic leaders or laggards? George Cheveley analyses the current market in discussion with Lindsay Williams.

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Predictions debunked, Greenback soars, what are the implications for the global economy?

Tue, 13 Sep 2022 08:23:18 GMT

Predictions of the demise of the US dollar as the world’s reserve currency have been debunked as the greenback soars to double-decade highs. The implications are far reaching for the global economy, but also for portfolio construction. Philip Saunders analyses the current environment in conversation with Lindsay Williams

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Six reasons to revisit Chinese equities

Tue, 06 Sep 2022 07:43:11 GMT

Outflows from Chinese equities have been persistent through 2021 and much of 2022. Investors have struggled with near-term dynamics from COVID, a weak real estate market and fresh regulations. This has driven valuations to their cheapest level since 2019. For long-term investors, portfolio manager Wenchang Ma sees six reasons why you should revisit the investment case for Chinese equities.

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Macroscope: Neutral matters

Wed, 24 Aug 2022 13:22:23 GMT

For something that cannot be directly observed, and changes through time, the neutral level of interest rates generates an awful lot of debate, says Strategist Russell Silberston.

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The Fed hikes, but what lies ahead?

Tue, 09 Aug 2022 09:21:17 GMT

The Fed, as expected, raised US interest rates by 75 basis points. The accompanying news conference, however, was the main focus of market participants, and in the short term they liked it as many risk assets jumped. But what of the future? John Stopford, Head of Multi-Asset Income discusses the implications in conversation with Lindsay Williams.

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Is recession the price to pay for taming inflation? | Russell Silberston

Tue, 02 Aug 2022 15:19:07 GMT

The European Central Bank has raised rates for the first time in 11 years. The 50 basis-point hike takes the European benchmark to zero, and further rises likely to quell inflation. Russell Silberston, Investment Strategist, discusses the implications with Lindsay Williams.

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Has inflation peaked? | Iain Cunningham

Tue, 26 Jul 2022 13:33:29 GMT

Inflation has soared to multi-decade highs in several key economies, ringing central bankers’ alarm bells and unsettling the global investment community. But has inflation peaked? And if so how will the custodians of the price of money respond?

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Ninety One runs the Tusk Lewa Safari Marathon

Fri, 22 Jul 2022 08:24:44 GMT

Journalist and broadcaster Helen Fospero documents the 2022 Tusk Lewa Safari Marathon. She follows the unique experiences of the 11-strong team from Ninety One who took part in the annual run through the beautiful Lewa Wildlife Conservancy in Northern Kenya.

In the tenth year of Ninety One’s partnership with Tusk, the team raised money for Tusk and Lewa and visited inspiring community projects funded by the charity including schools, reforestation programmes and local sustainable power initiatives to see first-hand the difference their fundraising makes.

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Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India

Mon, 18 Jul 2022 13:36:04 GMT

Four years after assistant Portfolio Manager Varun Laijawalla’s last research trip to India, he came away from company meetings feeling that notable changes were underway in the country, particularly around digitisation, manufacturing and housing.

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What does sustainable investing actually mean? | Global Insights

Wed, 29 Jun 2022 12:37:51 GMT

‘Sustainable investing’ has become a catch-all term for an extremely broad range of investment approaches. To deliver returns to investors and a positive impact for a world in urgent need of sustainable development, investors need to be very clear about how their money is being allocated – and to what ends. Nazmeera Moola, Chief Sustainability Officer, discussed with Lindsay Williams.

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Is it too late for central banks to raise interest rates?

Wed, 22 Jun 2022 10:18:50 GMT

Three central banks have recently raised interest rates in response to rampant inflation. Leading the pack was the US Federal Reserve, delivering the biggest rise of 75 basis points. The Swiss National Bank weighed in with a 50 basis point increase and bringing up the rear was the Bank of England, lifting rates by 25 basis points. Strategist Russell Silberston discusses if they’ve left it too late, what market participants think, and explains his strategy in the light of the current volatility.

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Why are the fundamentals behind short term movements so crucial? | Philip Saunders

Mon, 20 Jun 2022 11:26:54 GMT

Short-term market movements are rightly brushed aside by long-term investors, but the fundamentals behind those movements are crucial if they persist and short term becomes longer term. Philip Saunders, co-Head of Multi-Asset Growth discusses the set of circumstances causing such concern in conversation with Lindsay Williams.

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What is the market not getting right? | Global Insights

Wed, 15 Jun 2022 08:29:15 GMT

Philip Saunders reviews his 2022 views during the annual Ninety One Global Insights conference.

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What Australia’s election result tells sovereign investors about climate risk | Michael Spinks

Tue, 31 May 2022 17:32:40 GMT

Australia’s election was an important reminder that sovereign-bond investors need to look beyond purely economic and financial data. As Michael Spinks explains, natural-, social- and human-capital factors can be significant sources of risk for investors in debt issued by countries – as well as other assets.

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Navigating the markets in an upside-down world | Global Insights

Fri, 27 May 2022 09:39:57 GMT

Michael Power talks to Lindsay Williams about his recent talk at our Global Insights conference in London.

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Assessing global supply chain constraints in the technology and industrials sectors

Mon, 23 May 2022 09:18:28 GMT

Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. Ninety One’s 4 Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries.

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Inside Track: Interview with Mercer’s Indira Sabitova on sustainable investing

Fri, 13 May 2022 10:29:15 GMT

We invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey of integrating sustainability in their portfolios.

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From the Multi-Asset Desk: Why investors are watching the yield curve closely

Tue, 10 May 2022 12:53:53 GMT

In our second episode of our on-going series, From the Multi-Asset Desk, Ellie Clapton, Portfolio Specialist and Jason Borbora-Sheen, Portfolio Manager, discuss some of the hot topics in the Multi-Asset team at Ninety One. With a recent flattening followed by a subsequent re-steepening of the yield curve, what are the consequences for asset returns and the potential risk of a recession?

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Russell Silberston | Central banks have awoken

Fri, 06 May 2022 13:10:52 GMT

Suddenly central banks worldwide have awoken. Rates are rising and investors are contemplating the consequences. Russell Silberston describes the present and potential future environment in conversation with Lindsay Williams. Recorded on May 5th.

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Graeme Baker | Time to get our houses in order for the energy transition

Thu, 05 May 2022 09:21:20 GMT

With the global construction industry accounting for almost 40% of total energy-related greenhouse gas emissions, tackling climate change clearly needs to start at home. That presents big opportunities for companies supplying products and services that make the built environment more energy efficient.

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John Stopford | Selling in May?

Wed, 27 Apr 2022 10:57:22 GMT

Risk assets seem to be sensitive to the downside, but yet remain at elevated levels. As we approach May with what some see as the perfect storm, is there an element of trepidation? Sell in May, take protection, or target sectors that might be resilient? John Stopford discusses.

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Macroscope: Russia’s war on Ukraine is shifting the investment landscape

Thu, 21 Apr 2022 11:10:10 GMT

Philip Saunders, Co-Head of Multi-Asset Growth discusses the dramatic policy shift towards defence and energy spending in Europe, and explains why the conflict may mark a turning point in the world’s reliance on the US currency.

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From the Multi-Asset Desk

Thu, 24 Mar 2022 16:05:49 GMT

In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team.

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Russell Silberston | Raising interest rates! What is the prediction for the future?

Fri, 18 Mar 2022 14:25:39 GMT

With the focus in recent weeks on Russia and Ukraine, interest rates were seemingly a sideshow. But they came into sharp focus when The US Federal Reserve and the Bank of England raised rates within hours of each other, as predicted. But what is the prediction for the future? Investment Strategist Russell Silberston explains.

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What’s driving gold?

Tue, 15 Mar 2022 16:00:09 GMT

With gold back in the headlines, George Cheveley returning from the BMO Mining Conference, gives his views on what will be driving gold in 2022.

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Iain Cunningham | The Chinese have pivoted and no one else has noticed

Mon, 28 Feb 2022 09:41:12 GMT

Portfolio Manager Iain Cunningham argues that it is time to look through the negative Chinese growth surprises and take advantage of depressed valuations in conversation with Lindsay Williams.

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Investment Institute | China’s tech revolution - unprecedented scale, mixed results

Mon, 21 Feb 2022 10:36:43 GMT

Sahil Mahtani and Chris Miller take a look at China’s tech revolution and provide a report card from consumer internet to hard tech.

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John Stopford | Capturing resilient income during turbulent times

Fri, 11 Feb 2022 10:29:21 GMT

Bond investors’ worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams.

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Tom Nelson | Investing in energy in a decarbonising world

Thu, 03 Feb 2022 12:25:29 GMT

As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the opportunities.

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Tiger, tiger! | What investors can expect in the Chinese New Year

Wed, 26 Jan 2022 11:28:31 GMT

January 26th 2022: With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too.

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Natural resources | 2022 Investment Views

Thu, 16 Dec 2021 17:25:28 GMT

December 16 2021: Cyclical and structural trends are shaking up natural-resource markets. George Cheveley, Portfolio Manager, discusses how to capture the opportunities next year.

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Multi-Asset income | 2022 Investment Views

Wed, 15 Dec 2021 17:23:56 GMT

December 15 2021: Have inflation expectations been overshot? John Stopford, Head of Multi-Asset Income, thinks things could actually turn out better in terms of rate expectations than perhaps the market is beginning to fear.

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Quality equities | 2022 Investment Views

Tue, 14 Dec 2021 17:22:26 GMT

December 14 2021: With the inflationary environment uncertain in this unique market cycle, Clyde Rossouw, Co-Head of Quality, believes owning stocks with pricing power is important to inflation-proof portfolios.

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Global credit | 2022 Investment Views

Thu, 09 Dec 2021 17:20:16 GMT

December 09 2021: After a rising tide lifted all parts of the credit market in 2021, Jeff Boswell, Head of Alternative Credit, explains how investors should approach a backdrop of wider dispersion in company performance in 2022.

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Sustainability in EMD investing | 2022 Investment Views

Wed, 08 Dec 2021 04:00:00 GMT

December 08 2021: With the world’s transition to net zero likely to be a key focus for investors in 2022, Peter Eerdmans, Head of Fixed Income and Co-Head of Emerging Market Sovereign and FX, explains the important role of EM debt and the need for new approaches.

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Emerging market corporate debt | 2022 Investment Views

Tue, 07 Dec 2021 04:00:00 GMT

December 07 2021: Victoria Harling, Head of Emerging Market Corporate Debt, outlines the key drivers of EM corporate debt markets in 2022 and discusses where she sees the most compelling opportunities in the aftermath of significant volatility.

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George Cheveley | Gold’s value in a not-so-golden age

Mon, 06 Dec 2021 04:00:00 GMT

December 06 2021: Against a highly uncertain macro backdrop, gold may prove valuable for investors next year. And with gold companies in their best shape in a long time, George Cheveley, Portfolio Manager, discusses why gold equities may be a useful way to get exposure to the diversification potential of the precious metal.

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Chinese equities | 2022 Investment Views

Thu, 02 Dec 2021 04:00:00 GMT

December 02 2021: Wenchang Ma, Portfolio Manager, details why investors should be more optimistic about 2022, with modest corporate valuations for the growth on offer, and a smoother and more dispersed growth profile.

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Global Environment | 2022 Investment Views

Wed, 01 Dec 2021 04:00:00 GMT

December 01 2021: Intensifying efforts to tackle climate change will drive growth for select companies in 2022 and beyond. Deirdre Cooper, Co-Head of Thematic Equity, discusses how to ride the green wave.

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Sustainability | 2022 Investment Views

Tue, 30 Nov 2021 04:00:00 GMT

November 30 2021: Getting to net zero requires engaged investors who are willing to finance the emerging world’s transition. Nazmeera Moola, Chief Sustainability Officer, explains Ninety One’s approach to the decarbonisation challenge.

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Emerging Market outlook | 2022 Investment Views

Thu, 25 Nov 2021 04:00:00 GMT

November 25 2021: Portfolio Managers Grant Webster and Archie Hart explain why the prudent action already taken by central banks in the face of rising inflation has left emerging markets well-prepared heading into the new year.

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Global outlook | 2022 Investment Views

Thu, 25 Nov 2021 04:00:00 GMT

November 25 2021: Investors must navigate a complex environment as monetary policy normalises. Philip Saunders, Co-Head of Multi-Asset Growth, explores the investment outlook across asset classes and regions.

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CEO perspective | 2022 Investment Views

Wed, 24 Nov 2021 04:00:00 GMT

November 24 2021: Hendrik du Toit, Ninety One CEO, explains why investors must direct capital towards reducing real-world emissions, rather than focusing on short-term ‘feel-good’ carbon targets.

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George Cheveley | Out with the old and in with the new, or is it?

Mon, 01 Nov 2021 04:00:00 GMT

November 01 2021: Out with the old and in with the new … or is it? ‘Old’ industry commodities are essential for the development of the new, clean-energy world. George Cheveley, Portfolio Manager, shares an investment perspective on these seemingly strange bedfellows.

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Philip Saunders | The Fed’s tapering conundrum, and China’s divergent path

Thu, 16 Sep 2021 04:00:00 GMT

September 16 2021: Philip Saunders, Co-Head of Multi-Asset, explores the tricky balancing act facing the Fed, namely when to begin tapering its considerable support for markets in the face of improving growth prospects and stubbornly high inflation. Meanwhile, China has taken a different path, tolerating lower growth and a volatile equity market in order to address some key challenges that Beijing believes have been rumbling in the background for too long.

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Russell Silberston | Is US inflation transitory?

Thu, 19 Aug 2021 04:00:00 GMT

August 19 2021: Ninety One strategist, Russell Silberston analyses the latest signals from the US Federal Reserve.

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Philip Saunders | The Chinese punchbowl and the last dance

Mon, 19 Jul 2021 04:00:00 GMT

July 19 2021: Philip Saunders, Co-Head of Multi-Asset Growth talks about the Fed acting as a 'chaperon' and discusses its potential decision to remove emergency monetary accommodation whilst not considering raising interest rates and what this means for markets.

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Wenchang Ma | What does China's Communist Party's 100th anniversary mean for investors?

Mon, 12 Jul 2021 04:00:00 GMT

July 12 2021: Wenchang Ma, Portfolio Manager at Ninety One, reflects on the 100 year anniversary of the Chinese Communist Party and discusses the opportunities and concerns felt by investors. Should investors view recent developments in the country as negative or positive signals from a long-term investment perspective?

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Ninety One’s position on net zero

Thu, 08 Jul 2021 04:00:00 GMT

July 08 2021: CEO Hendrik du Toit, is joined by Nazmeera Moola, Deirdre Cooper and John Green to discuss net zero for emerging markets, portfolio vs real world carbon and the unintended consequences of carbon intensity measures.

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George Cheveley | Gold outlook and why the fall in price

Mon, 28 Jun 2021 04:00:00 GMT

June 28 2021: George Cheveley, discusses the latest state of the gold market, how the US Federal Reserve policy is affecting gold prices, the impact of inflation on gold and hedging against uncertainty within the market as client are more encourage in holding gold and gold equities to diversifying their portfolio.

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South Africa – is the glass half full?

Wed, 16 Jun 2021 04:00:00 GMT

June 16 2021: Malcolm Charles discusses the green shoots – from construction to agriculture and mining – in the domestic economy, and the risks to his more upbeat outlook.

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Why is China's recent economic data startling some investors?

Thu, 10 Jun 2021 04:00:00 GMT

June 10 2021: Michael Power, Ninety One Investment Strategist, discusses recent economic data from China and why it has both delighted and startled market participants and commentators.

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Philip Saunders | post-Brexit recap and UK growth rate round-up

Thu, 03 Jun 2021 04:00:00 GMT

June 3 2021: Philip Saunders, Co-Head of Multi-Asset Growth, looks at post-Brexit Britain, discussing the country’s increasing growth rate as well as the bounce in Sterling from the low levels it experienced during the Brexit period.

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Outlook for inflation and commodity prices

Mon, 17 May 2021 04:00:00 GMT

May 17 2021: George Cheveley, portfolio manager of the Ninety One Global Gold Fund and co-portfolio manager for the diversified Natural Resources strategies, discusses the rise in the CRB index and the outlook for commodity prices and inflation.

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Sometimes Ben Graham, sometimes Warren Buffett

Wed, 05 May 2021 04:00:00 GMT

May 5 2021: Ninety One’s Value team discuss why it’s not just about finding deep value investments as they rotate across value styles to identify what they believe are the best long-term opportunities.

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US infrastructure and looking ahead to the second quarter

Mon, 12 Apr 2021 04:00:00 GMT

April 12 2021: John Stopford, Head of Global Multi-Asset Income, looks at market reactions to recent events, Biden’s infrastructure spend and what this means for the second quarter.

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An introduction to the Road to 2030 project

Thu, 08 Apr 2021 04:00:00 GMT

April 8 2021: Philip Saunders and Sahil Mahtani discuss the Investment Institute’s ambitious Road to 2030 project, where we explore the long-term structural thematic drivers as we move towards 2030, and how investors can use this thinking as a framework for making investment decisions.

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John Stopford | Central bank pronunciations

Mon, 29 Mar 2021 04:00:00 GMT

March 29 2021: Join John Stopford, Head of Multi-Asset Income, as he discusses the recent central bank forecasts and what this means for markets.

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Philip Saunders on rising bond yields and sector rotation

Tue, 16 Mar 2021 04:00:00 GMT

March 16 2021: Philip Saunders talks to Lindsay Williams to discuss global markets and the latest central bank moves.

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Ox tales: Riding China's green wave

Mon, 01 Mar 2021 04:00:00 GMT

March 1 2021: President Xi’s ‘net-zero’ pledge has set China on a path for a faster decarbonisation than expected. That’s likely to drive growth for the enablers of the transition to a low-carbon economy says Portfolio Manager, Wenchang Ma in the latest in our series on the Year of the Ox.

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Ox tales: China's tech appeal

Fri, 19 Feb 2021 04:00:00 GMT

February 19 2021: The development of China’s tech sectors is likely to accelerate this year, creating opportunities for investors. But caution is warranted, because this increasingly politicised industry requires careful navigation. Portfolio Manager Charlie Dutton explores.

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John Stopford on inflation: a ‘perfect storm’

Tue, 16 Feb 2021 04:00:00 GMT

February 16 2021: John Stopford looks at global markets, central bank moves and his views on inflation as he looks toward a world after lockdown.

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Ox tales: Economic trends to watch

Wed, 10 Feb 2021 04:00:00 GMT

February 10 2021: Continuing our series looking at China in the Year of the Ox, Michael Power looks at the the next five-year plan and how he sees this accelerating economic trends in China, including the development of the middle class.

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Ox tales: For income, China bonds yield to (almost) none

Mon, 08 Feb 2021 04:00:00 GMT

February 8 2021: In the year of the ox, much hinges on whether China can sustain its recovery and pull other economies out of their pandemic slumps. But besides GDP growth, investors can ride other trends that China will strongly influence over the next 12 months and beyond. In this episode, Alan Siow looks at how China is the only large and liquid bond market with positive real interest rates, making an interesting option for global investors.

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Simon Brazier on post-Brexit Britain

Wed, 20 Jan 2021 04:00:00 GMT

January 20 2021: What is the outlook for UK equity investors following the conclusion of a deal? As the pandemic strikes hard and the UK is once again in lockdown, Simon Brazier provides his views on how the economy will cope and on the implications for investors resulting from the Brexit/EU trade negotiations.

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Meaningful action urgently needed to clean up the supply side energy system

Wed, 02 Dec 2020 04:00:00 GMT

December 2 2020: Meaningful action urgently needed to clean up the supply side energy system. John Green, Chief Commercial Officer of Ninety One discusses.

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Looking through the US election

Fri, 27 Nov 2020 04:00:00 GMT

November 27 2020: Looking through the US election. Philip Saunders, Co-Head of Global Multi-Asset Growth of Ninety One discusses.

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Behavioural bias - Tune in and turn off the noise

Fri, 27 Nov 2020 04:00:00 GMT

November 27 2020: Behavioural bias - Tune in and turn off the noise. Listen to Rhynhardt Roodt, Co-Head of 4Factor and Portfolio Manager of Ninety One discuss.

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US elections: John Stopford discusses the outlook for investors

Tue, 17 Nov 2020 04:00:00 GMT

November 17 2020: Does the Biden presidency combined with prospects of a vaccine in 2021 provide stable enough grounds for investors? Listen to John Stopford, Head of Multi-Asset Income, discuss the outlook and implication for global markets.

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Part 2 | Michael Power’s most thought provoking questions

Mon, 02 Nov 2020 04:00:00 GMT

November 2 2020: Who will disrupt the disrupters? In part two of his recent podcast and following his recent webinar, Michael Power answers this and more. Listen now.

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Part 1 | Michael Power’s most thought provoking questions

Sun, 01 Nov 2020 04:00:00 GMT

November 1 2020: Why did China not suffer more? In part one of his recent podcast and following his recent webinar, Michael Power answers this and more. Listen now.

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From coal to carbon free in forty years, and what it means for investing in China

Mon, 19 Oct 2020 04:00:00 GMT

October 19 2020: China’s pledge to cut its net carbon emissions to zero by 2060 is a significant step in the fight against climate change. But who are the winners of this structural transition?

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EM corporate debt - a market overview

Thu, 01 Oct 2020 04:00:00 GMT

October 1 2020: Investors’ perception of EM corporates is often based on the reality of ten years ago. But the asset class has evolved and grown significantly, says Victoria Harling in her latest interview.

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South Africa update: Rates on hold

Sat, 19 Sep 2020 04:00:00 GMT

September 19 2020: Against consensus, the South African Reserve Bank kept rates unchanged after their two-day MPC meeting. Peter Kent examines the market reaction and what this means for investors.

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Philip Saunders - market reaction to Fed

Fri, 18 Sep 2020 04:00:00 GMT

September 18 2020: Philip Saunders discusses the market reaction to the recent announcement from the US Federal Reserve Bank.

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Why Invest in Europe's Recovery?

Fri, 11 Sep 2020 04:00:00 GMT

September 11 2020: The need to spur on Europe’s post-pandemic recovery has initiated bold policy action. How can investors find attractive value and innovative companies in Europe? Ken Hsia discusses.

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Jeremy Gardiner: Taking Stock in 2020

Thu, 03 Sep 2020 04:00:00 GMT

September 3 2020: Jeremy Gardiner discusses the upcoming US election, global markets in a COVID-era and what this means for SA investors following our recent #TakingStock events in South Africa.

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John Stopford on thriving in an income desert

Sun, 23 Aug 2020 04:00:00 GMT

August 23 2020: The dearth of income is quickly becoming one of the leading concerns for investors. This is especially true of investors in or nearing retirement who are now having to eat into their capital. John Stopford discusses how investors could thrive in an income desert.

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Philip Saunders - Will growth assets continue to grind higher?

Fri, 14 Aug 2020 04:00:00 GMT

August 14 2020: In our latest podcast, Philip Saunders discusses global markets with Lindsay Williams.

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The future of work

Wed, 05 Aug 2020 04:00:00 GMT

August 5 2020: By working remotely, space becomes compressed, and borders fade — what starts in New York arrives in Dallas and ends in Bangalore. And the implications for white-collar workers, commercial real estate and the digitisation of services are profound. Marc Abrahams and Sahil Mahtani discuss their recent paper from the Ninety One Investment Institute on the future of work following the global COVID-19 lockdown.

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All things China with Michael Power

Thu, 23 Jul 2020 04:00:00 GMT

July 23 2020: Michael Power discusses key topics on China – including the ongoing trade tensions, COVID-19 response and impact as well the recent GDP numbers.

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Inflation vs disinflation

Thu, 16 Jul 2020 04:00:00 GMT

July 16 2020: Multi-asset product specialist Ellie Clapton discusses the effect of the pandemic on inflationary forces and what that could mean for investors.

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Making an impact – Global Environment Impact Report released

Thu, 02 Jul 2020 04:00:00 GMT

July 2 2020: Graeme Baker discusses the release of the second annual Global Environment Impact Report, looking at the importance of transparency and engagement when it comes to sustainable investing. To find the full report, go to www.ninetyone.com and search for 'Ninety One Global Environment Impact Report'.

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Emerging Markets: looking at the road to recovery

Fri, 26 Jun 2020 04:00:00 GMT

June 26 2020: Peter Eerdmans discusses EM debt in a post-pandemic world, where distinguishing between winners and losers is vital.

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Low-carbon lowdown with Deirdre Cooper

Wed, 17 Jun 2020 04:00:00 GMT

June 17 2020: In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for investors aiming to tap into it. Deirdre Cooper discusses this in our latest podcast.

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Ninety One SA Recovery Fund launches

Thu, 11 Jun 2020 04:00:00 GMT

June 11 2020: Simon Howie talks to Lindsay Williams about the launch this week in South Africa of the Ninety One SA Recovery Fund and its aim to assist with COVID-19 economic recovery in the country.

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COVID-19: the return of the state - The Great Shutdown series

Thu, 04 Jun 2020 04:00:00 GMT

June 4 2020: The pandemic has seen governments intervene in economies, financial markets and everyday life with unprecedented speed and reach. Investors should expect this more expanded role of governments to stay says analyst Daniel Morgan. Visit ninetyone.com and search for ‘return of the state’ to read the full report. Part of a new series by the Ninety One Investment Institute.

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Under pressure: The International Monetary and Financial System - The Great Shutdown series

Thu, 28 May 2020 04:00:00 GMT

May 28 2020: The system is in trouble and now COVID-19 has brought its fragility into question yet again. Whether by evolution or revolution, change is inevitable. The implications for investors reliant on the system will be immense. Russell Silberston explores this in the latest podcast in the series looking at the Great Shutdown and its implications for investors. Visit ninetyone.com and search for ‘under pressure’ to read the full report. Part of a new series by the Ninety One Investment Institute.

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Hendrik du Toit: our strategy remains consistent

Thu, 21 May 2020 04:00:00 GMT

May 21 2020: Hendrik du Toit talks to Lindsay Williams following the inaugural results announcement of Ninety One. Interview recorded on 20 May 2020.

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Will the pandemic spur deglobalisation? - The Great Shutdown series

Fri, 15 May 2020 04:00:00 GMT

May 15 2020: With the COVID-19 Great Shutdown slamming the brakes on economic activity worldwide, where does this leave globalisation? In the second instalment of our Great Shutdown series, Ninety One's Sahil Mahtani discusses how the pandemic will impact global trade. Visit ninetyone.com and search for ‘deglobalisation’ to read the full report. Part of a new series by the Ninety One Investment Institute.

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The power of a secure base

Wed, 13 May 2020 04:00:00 GMT

May 13 2020: Duncan Coombe, head of human capital at Ninety One, talks to Lindsay Williams about his research into human behaviour, effective leadership and what it means in the current ‘lockdown’ environment.

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Dealing with the debt burden - The Great Shutdown series

Wed, 06 May 2020 04:00:00 GMT

May 6 2020: The unprecedented policy action from governments to cushion the impact of COVID-19 has led to significant extra debt being added to already high levels. How are we going to get rid of it? Listen as Russell Silberston introduces his latest research into #TheGreatShutdown. Visit ninetyone.com and search for ‘dealing with the debt burden’ to read the full report. Part of a new series by the Ninety One Investment Institute.

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Where to from here? – Philip Saunders on COVID-19

Wed, 22 Apr 2020 04:00:00 GMT

April 22 2020: Philip Saunders discusses what a COVID-19 recovery may look like for markets, the impact across asset classes and the historic drop in oil price. Recorded on 21st April 2020.

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Fast and furious: policymakers respond to COVID-19

Mon, 20 Apr 2020 04:00:00 GMT

April 20 2020: The need for speed has never been greater to combat the coronavirus crisis. Central banks have done a lot, says Russell Silberston. But is it enough?

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Why South Africa needs a stimulus plan – Nazmeera Moola

Thu, 16 Apr 2020 04:00:00 GMT

April 16 2020: Most emerging markets have announced packages of 2% to 5% of GDP. The large developed countries have so far provided fiscal packages of 12% to 15% of GDP. Adding up all the measures that South Africa has announced gets us to 0.7% of GDP at the most. Without more, there will be a great deal of short-term and long-term pain for South Africans says Nazmeera Moola.

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Hendrik du Toit: investing for a world of change

Wed, 08 Apr 2020 04:00:00 GMT

April 8 2020: Hendrik du Toit, CEO of Ninety One, discusses the impact of the COVID-19 pandemic and the ‘war-like’ response required from the government and private sector.

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COVID-19: where does decarbonisation go from here?

Tue, 07 Apr 2020 04:00:00 GMT

April 7 2020: Deirdre Cooper looks at the impact of the COVID-19 pandemic on environmental investing and what this means for global decarbonisation efforts.

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Hendrik du Toit on becoming Ninety One

Fri, 20 Mar 2020 04:00:00 GMT

March 20 2020: Hendrik du Toit talks to Lindsay Williams about the demerger of Investec Asset Management, the listing of Ninety One and the road ahead. Interview recorded on Friday 20th March.

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Japan by the numbers

Fri, 21 Feb 2020 04:00:00 GMT

February 21 2020: Philip Saunders unpacks the Japanese economy following the release of the latest GDP numbers.

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Positive mood at Mining Indaba

Mon, 10 Feb 2020 04:00:00 GMT

February 10 2020: George Cheveley travelled to Cape Town to take part in the annual Mining Indaba and reports back to Lindsay Williams on the key discussions from last week.

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South Africa’s ratings balancing act - South Africa update

Fri, 07 Feb 2020 04:00:00 GMT

February 7 2020: Nazmeera Moola outlines the current state of the South African economy and looks ahead to the upcoming ratings decision.

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Planetary Pulse: making pensions greener - UK update

Mon, 27 Jan 2020 04:00:00 GMT

January 27 2020: John Green talks to Lindsay Williams about the recently launched Planetary Pulse survey of 2000 UK pension fund members and their views on environmentally focused investing.

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South Africa update: a look at the SARB rate cute

Mon, 20 Jan 2020 04:00:00 GMT

January 20 2020: Nazmeera Moola discusses the decision by the South African Reserve Bank to cut rates.

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Is 2020 the year of differentiation for emerging markets? – Investment Views 2020

Thu, 19 Dec 2019 04:00:00 GMT

December 19 2019: Emerging markets are diverging from developed markets in response to slower economic growth. Hear from 4Factor’s Archie Hart on how emerging markets could reign supreme in 2020.

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Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020

Tue, 10 Dec 2019 04:00:00 GMT

December 10 2019: Asset owners are under increasing pressure to ensure that their allocations fully incorporate ESG considerations. Therese Niklasson explains why, and outlines the sustainable investing trends likely to dominate in 2020.

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Counting on resilience rather than monetary stimulus – Investment Views 2020

Fri, 06 Dec 2019 04:00:00 GMT

December 6 2019: Clyde Rossouw explains why he’s looking for companies that can drive their own earnings growth and that do not require investors to second-guess the growth cycle.

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2020 outlook – what a relief?

Tue, 03 Dec 2019 04:00:00 GMT

December 3 2019: After a fretful year in markets, can we expect a late-cycle relief rally in 2020? Philip Saunders maps the investment outlook for the year ahead with Lindsay Williams.

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Rural China: the next half-billion

Mon, 18 Nov 2019 04:00:00 GMT

November 18 2019: Investors are well aware of the urbanisation story in China. Yet it is rural China, making up 40% of the population, that is now becoming the key engine of its next great transformation. Sahil Mahtani and Lindsay Williams discuss this in our latest podcast.

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Chris Freund’s quarterly review: SA confidence to improve slowly

Mon, 14 Oct 2019 04:00:00 GMT

October 14 2019: Chris Freund discusses both global and South Africa markets over the last quarter and what to expect going forward.

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Quarterly review with Philip Saunders: recession watch

Fri, 11 Oct 2019 04:00:00 GMT

October 11 2019: Philip Saunders reviews global markets over the third-quarter and what to expect going forward.

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John Stopford reviews Fed cut

Fri, 20 Sep 2019 04:00:00 GMT

September 20 2019: John Stopford and Lindsay Williams discuss the US Federal Reserve Bank’s rate cut announcement this week.

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South Africa’s welcome GDP surprise

Wed, 04 Sep 2019 04:00:00 GMT

September 4 2019: Sisamkele Kobus, fixed income analyst, discusses the release of South Africa’s second quarter GDP figures. Interview recorded on 3rd September.

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Recession watch

Sun, 01 Sep 2019 04:00:00 GMT

September 1 2019: Jason Borbora-Sheen and Lindsay Williams discuss the increasing talk of an impending recession.

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Brexit: latest market reaction

Thu, 29 Aug 2019 04:00:00 GMT

August 29 2019: Russell Silberston looks at what yesterday’s news of the request from the British Prime Minister to suspend parliament means for fixed income markets. Interview recorded on Wednesday 28th August 2019.

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Reaction to Fed minutes

Thu, 22 Aug 2019 04:00:00 GMT

August 22 2019: Philip Saunders analyses the Fed minutes from last night and discusses how developments outside of the US are set to weigh on the Fed's decision-making.

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Decarbonisation: a just transition

Tue, 20 Aug 2019 04:00:00 GMT

August 20 2019: Transitioning to a low-carbon economy presents the most significant and urgent challenge faced by all of humanity today. In this in-depth podcast, Tom Nelson discusses why the climate crisis won’t be solved without social justice.

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Argentina’s shock result unpacked

Tue, 13 Aug 2019 04:00:00 GMT

August 13 2019: Vivienne Taberer looks at yesterday’s shock primary win by Argentine presidential hopeful, Alberto Fernandez, and what this means for investors.

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Renminbi trade war escalation

Tue, 06 Aug 2019 04:00:00 GMT

August 6 2019: Philip Saunders discusses this week’s sharp fall of the renminbi and what this means for the ongoing trade tensions between the United States and China. Interview recorded on 6 August.

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Fed reaction: searching for a soft landing

Thu, 01 Aug 2019 04:00:00 GMT

August 1 2019: In an interview conducted last night, Russell Silberston analyses the US Federal Reserve Bank’s rate cut announcement.

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UK update: seeking clarity

Thu, 25 Jul 2019 04:00:00 GMT

July 25 2019: Following the appointment of Boris Johnson as UK Prime Minister, Russell Silberston looks at the market reaction against the backdrop of Brexit uncertainty. Interview recorded on Tuesday 23rd July.

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The trade war in numbers

Wed, 24 Jul 2019 04:00:00 GMT

July 24 2019: Following the recent release of Chinese GDP figures and economic data from the USA, Michael Power discusses the ongoing trade tensions between the two countries along with a look at global markets.

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South Africa update: A fixed perspective

Wed, 17 Jul 2019 04:00:00 GMT

July 17 2019: Malcolm Charles sits down with Lindsay Williams to review the South African fixed income landscape as we enter the second half of the year.

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US/China relations: from trade war to tech war

Wed, 03 Jul 2019 04:00:00 GMT

July 3 2019: Technology is quickly becoming the most significant area of competition in the US-China rivalry. How the tech war interacts with the ongoing trade dispute is the key question. Will a trade deal settle the issue in the near term? Sahil Mahtani and Lindsay Williams discuss. Interview recorded on June 28th 2019.

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Sustainability and Satellites

Fri, 28 Jun 2019 04:00:00 GMT

June 28 2019: Vivienne Taberer and Lindsay Williams discuss our recently released report, written in collaboration with the WWF, which looks at how advances in geo-spatial data are giving investors new tools to measure environmental risk in sovereign debt portfolios.

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Central banks brought into focus

Fri, 21 Jun 2019 04:00:00 GMT

June 21 2019: John Stopford discusses global markets and the reaction to moves from both the European Central Bank and the US Federal Reserve.

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The last hurrah?

Tue, 11 Jun 2019 04:00:00 GMT

June 11 2019: Lindsay Williams and Philip Saunders ponder the significance of the rally in equity markets amidst global growth concerns and talk of trade wars. Interview recorded on 7 June 2019.

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South Africa’s Cabinet balancing act

Mon, 03 Jun 2019 04:00:00 GMT

June 3 2019: Nazmeera Moola discusses last week’s cabinet announcement from South African President Cyril Ramaphosa, following national government elections on the 8th of May. Interview recorded on 30 May 2019.

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Sell in May and go away?

Thu, 23 May 2019 04:00:00 GMT

May 23 2019: Philip Saunders and Lindsay Williams delve into the established adage while reviewing global markets and major geo-political issues, with US/China trade tensions and Iran dominating the headlines.

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South African elections: a time to take bold moves

Thu, 16 May 2019 04:00:00 GMT

May 16 2019: With votes now counted and the ANC majority confirmed, Nazmeera Moola and Jeremy Gardiner unpack where South Africa stands. Go to this post to read more from Nazmeera https://www.investecassetmanagement.com/international/professional-investor/en/insight/investment-views/emerging-perspectives/south-africa-cements-the-foundations-for-its-future

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Trade war: who holds the stronger hand?

Fri, 10 May 2019 04:00:00 GMT

May 10 2019: John Stopford, in an interview recorded on Thursday 9 May, looks at the ongoing trade tensions between the United States and China and its impact on global markets.

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Central bank focus

Fri, 03 May 2019 04:00:00 GMT

May 3 2019: In an interview recorded on Thursday 2nd May 2019, Russell Silberston unpacks the recent updates from the US Federal Reserve and Bank of England.

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Tackling one of humanity’s greatest challenges

Tue, 30 Apr 2019 04:00:00 GMT

April 30 2018: Tom Nelson discusses the challenge of decarbonization, the transition to a new world of energy and the risks and opportunities it brings. Find out more https://www.investecassetmanagement.com/en/insight/investment-institute/energy-3-0.

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‘Dedollarisation’ – how a global currency shift may surprise investors

Wed, 24 Apr 2019 04:00:00 GMT

April 24 2018: Philip Saunders and Sahil Mahtani look at why de-dollarisation could be the story of the next cycle. Find out more at http://www.investecassetmanagment.com/dedollarisation .

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Why China now?

Wed, 10 Apr 2019 04:00:00 GMT

April 10 2018: Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.

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The clock is ticking

Thu, 04 Apr 2019 04:00:00 GMT

April 4 2018: John Stopford reviews a cautiously optimistic first quarter of 2019 for developed markets but with a warning that the clock is ticking.

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Death, taxes and the inverted yield-curve

Fri, 29 Mar 2019 04:00:00 GMT

March 29 2018: Michael Power looks at the potential implications of the inverted yield-curve and what this means for the likelihood of a recession.

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Investing for a better tomorrow

Tue, 26 Mar 2019 04:00:00 GMT

March 26 2018: John Green talks to Lindsay Williams about how the investment industry can focus on positive action to address the questions of sustainability and climate change.

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South Africa update: Taking Stock in 2019

Mon, 18 Mar 2019 04:00:00 GMT

March 18 2018: Jeremy Gardiner unpacks his recent presentation to financial advisors around South Africa.

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Brexit update: searching for clarity

Wed, 13 Mar 2019 04:00:00 GMT

March 13 2018: Russell Silberston talks to Lindsay Williams about UK markets, following the latest rejection of the Brexit deal by British MPs.

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South Africa update: sober budget weighed down by Eskom

Fri, 22 Feb 2019 04:00:00 GMT

February 22 2018: Nazmeera Moola reacts to the 2019 South African budget speech, delivered by Finance Minister Tito Mboweni on the 20th of February.

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South East Asia’s new dynamic

Tue, 19 Feb 2019 04:00:00 GMT

February 19 2018: Michael Power updates Lindsay Williams on his recent trip to South East Asia.

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Mining Indaba: A few days of optimism

Tue, 12 Feb 2019 04:00:00 GMT

February 12 2018: George Cheveley attended the Mining Indaba in Cape Town and reports back to Lindsay Williams on themes coming out of the annual gathering of the mining industry.

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Seeking greater certainty in uncertain times

Fri, 08 Feb 2019 04:00:00 GMT

February 8 2018: Clyde Rossouw and Lindsay Williams look at quality investing in 2019.

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An emerging 2019

Mon, 04 Feb 2019 04:00:00 GMT

February 4 2018: Portfolio Manager, Archie Hart, looks at emerging market equities and discusses the ongoing US/China trade talks.

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UK update: Brexit defeat – what next?

Wed, 16 Jan 2019 04:00:00 GMT

January 16 2018: Russell Silberston talks to Lindsay Williams following the historic Brexit defeat, which saw MPs reject the plan by a majority of 230.

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Investment Views 2019: Evolving and expanding ESG focus

Thu, 20 Dec 2018 04:00:00 GMT

December 20 2018: In our mini-series, Investment Views 2019, Therese Niklasson looks at the year ahead for ESG.

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Investment Views 2019: Looking through Brexit

Mon, 17 Dec 2018 04:00:00 GMT

December 17 2018: In our mini-series, Investment Views 2019, Alastair Mundy looks at the role of central banks in the next cycle and what Brexit means for 2019.

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Investment Views 2019: Growth, consolidation and reforms for emerging markets

Thu, 13 Dec 2018 04:00:00 GMT

December 13 2018: In our mini-series, Investment Views 2019, Peter Eerdmans discusses what 2019 holds in store for emerging markets.

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Investment Views 2019: Is this the moment of truth?

Wed, 12 Dec 2018 04:00:00 GMT

December 12 2018: In our mini-series, 2019 Investment Views, Alessandro Dicorrado sees 2019 as being the moment of truth where we will see which asset classes have been the most distorted over the last decade.

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Investment Views 2019: Stay selective

Mon, 10 Dec 2018 04:00:00 GMT

December 10 2018: In our mini-series, Investment Views 2019, Tom Nelson looks at prospects for the resources sector in 2019.

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Investment Views 2019: A defensive stance

Thu, 06 Dec 2018 04:00:00 GMT

December 6 2018: In our mini-series, 2019 Investment Views, Jason Borbora looks ahead to the next year, where he sees security selection looking evermore critical as the cycle nears its inevitable end.

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Investment Views 2019: China bonds in a sweet spot

Tue, 04 Dec 2018 04:00:00 GMT

December 4 2018: In our mini-series, 2019 Investment Views, Wilfred Wee explains why modest growth and inflation in China place bonds in a sweet spot. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed.

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Investment Views 2019: From tailwinds to headwinds

Thu, 29 Nov 2018 04:00:00 GMT

November 29 2018: In our mini-series, 2019 Investment Views, Philip Saunders looks ahead at what’s in store for asset classes in 2019.

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The Brexit opportunity

Mon, 19 Nov 2018 04:00:00 GMT

November 19 2018: Simon Brazier discusses the investment opportunities that exist amid the volatility surrounding Brexit negotiations.

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South Africa update: Summer is coming

Mon, 12 Nov 2018 04:00:00 GMT

November 12 2018: Jeremy Gardiner discusses unpredictable US/China trade war tensions, “sugary growth” and its impact on South Africa and emerging markets.

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UK update: Seemingly rosy budget but Brexit looms

Wed, 31 Oct 2018 04:00:00 GMT

October 31 2018: Russell Silberston reviews the UK budget announcement, delivered by Chancellor Philip Hammond on the 29th of October 2018.

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The changing face of China

Wed, 24 Oct 2018 04:00:00 GMT

October 24 2018: Portfolio Manager Wenchang Ma discusses the investment case for China and why we can expect to see continued trade war tensions with the US. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed.

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Bull market’s trade-war strain

Thu, 18 Oct 2018 04:00:00 GMT

October 18 2018: Michael Power maps out October’s market selloff and what it means for the current bull market run.

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Emerging views on Brazil elections

Mon, 15 Oct 2018 04:00:00 GMT

October 15 2018: Following the first-round elections in Brazil, Jair Bolsonaro and Fernando Haddad will face off for the presidency on the 28th of October. As the market leans toward a victory for Bolsonaro, Vivienne Taberer, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the current situation in Brazil and what these elections mean for emerging markets.

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Beyond the AI hype

Tue, 02 Oct 2018 04:00:00 GMT

October 2 2018: Having evolved from a way to conquer chess grandmasters, the field of artificial intelligence has gained significant momentum due to the technological advancements in the last two decades. Rhynhardt Roodt, portfolio manager at Investec Asset Management, discusses the investment implications for this.

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Debt and demographics

Thu, 27 Sep 2018 04:00:00 GMT

September 27 2018: John Stopford argues that we need to be looking at more longer-term market forces as he describes the shift in demographic drivers and the debt supercycle.

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China no longer a copy-cat economy

Wed, 19 Sep 2018 04:00:00 GMT

September 19 2018: Even if Donald Trump destroys global supply chains, Michael Power argues that is probably too late to rebuild much of the US’s industrial base. Besides the fact that China knows how to make pretty much all that US Inc has been contract-assembling in China, it no longer needs to copy foreign ideas. It is inventing its own.

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The third energy transition

Fri, 14 Sep 2018 04:00:00 GMT

September 14 2018: Tom Nelson tracks the shift in the global energy supply mix and discusses how China is setting the tone in terms of renewable energy.

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Lehman’s collapse – what did we learn?

Wed, 05 Sep 2018 04:00:00 GMT

September 5 2018: With September marking the 10-year anniversary of the Lehman Brothers collapse, Jason Borbora looks at what we’ve learnt in the past 10 years and what we might still need to learn.

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Quo vadis the longest (but most hated) bull market in history?

Tue, 28 Aug 2018 04:00:00 GMT

August 28 2018: Michael Spinks, Portfolio Manager at Investec Asset Management, discusses the record bull run in an interview with Lindsay Williams recorded on the 24th August 2018.

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The state of gold

Wed, 22 Aug 2018 04:00:00 GMT

August 22 2018: With gold languishing at under $1200, Russell Silberston, Portfolio Manager at Investec Asset Management, discusses why gold should be viewed as a currency when considering its status as a ‘safe haven’ asset. Commodity prices can be extremely volatile and significant losses may be made.

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The trouble with Turkey

Wed, 15 Aug 2018 04:00:00 GMT

August 15 2018: Grant Webster, Portfolio Manager at Investec Asset Management, and Lindsay Williams examine the current crisis in Turkey and what it means for investors.

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UK’s record dividend haul

Fri, 10 Aug 2018 04:00:00 GMT

August 10 2018: Blake Hutchins and Lindsay Williams discuss UK’s record quarterly dividend haul.

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Central banks in focus

Tue, 31 Jul 2018 04:00:00 GMT

July 31 2018: In an interview on 31 July 2018, Russell Silberston and Lindsay Williams discuss the role of central banks, looking at some key decisions happening around the world this week.

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United States by numbers

Wed, 25 Jul 2018 04:00:00 GMT

July 25 2018: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams on the US economy, the Federal Reserve Bank’s current interest rate policy and the global impact of trade wars.

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A trade war is not the only risk

Thu, 05 Jul 2018 04:00:00 GMT

July 5 2018: John Stopford looks at the ongoing trade wars whilst emphasising a selective approach going forward.

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A case for Chinese bonds

Mon, 18 Jun 2018 04:00:00 GMT

June 18 2018: Wilfred Wee, Portfolio Manager at Investec Asset Management, discusses the upcoming conditional inclusion of Chinese bonds in the Bloomberg Barclays Global Aggregate Index. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed.

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Mining opportunity

Wed, 13 Jun 2018 04:00:00 GMT

June 13 2018: Despite the strong performance from diversified miners this year, investors remain wary of resources. Hanré Rossouw discusses the opportunities in a sector where valuations are still not stretched. Commodity prices can be extremely volatile and significant losses may be made.

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We need to talk about China

Tue, 05 Jun 2018 04:00:00 GMT

June 05 2018: Michael Power reflects on how much longer an emerging markets index can continue to embrace, as its core weight, a country that within a decade may well have the world’s largest economy.Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed.

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Sharp focus on Italy

Thu, 31 May 2018 04:00:00 GMT

May 31 2018: John Stopford looks at the recent political turmoil in Italy and whether he sees the country leaving the European Union.

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The credit crossroads

Thu, 08 Mar 2018 04:00:00 GMT

March 8 2018: Jeff Boswell, strategy leader at Investec Asset Management, discusses the opportunities available in credit markets with Lindsay Williams.

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A quiet recovery

Thu, 07 Dec 2017 05:00:00 GMT

December 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the Japanese Yen and the impact of ‘Abenomics’.

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Selectivity key for 2018

Fri, 01 Dec 2017 05:00:00 GMT

December 1 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, looks at some key themes for investing in 2018 with Lindsay Williams.

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The future of energy

Fri, 10 Nov 2017 07:00:00 GMT

November 10 2017: Tom Nelson, Head of Natural Resources at Investec Asset Management, discusses the future of energy as the world gathers in Germany for the 23rd UN climate change conference – COP23.

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Reaction to the BoE's decision to raise rates

Fri, 03 Nov 2017 02:41:00 GMT

November 3 2017: Russell Silberston, Head of Multi-Asset Absolute Return, comments on the Bank of England’s decision to raise rates for the first time in ten years.

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Rise of the electric vehicle

Wed, 01 Nov 2017 06:30:00 GMT

November 1 2017: Niall Hartnett, Analyst at Investec Asset Management, unpacks the challenges and opportunities around the increased adoption of electric vehicles.

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The People’s Congress

Thu, 26 Oct 2017 07:30:00 GMT

October 26 2017: Philip Saunders discusses China’s prospects following the 19th Communist Party Congress. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed.

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A journey around the globe

Tue, 17 Oct 2017 07:30:00 GMT

October 17 2017: Michael Power, Strategist at Investec Asset Management, provides an update on key markets during his trip to Latin America and the Middle East.

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China’s new paradigm

Wed, 11 Oct 2017 07:30:00 GMT

October 11 2017: Philip Saunders, Portfolio Manager at Investec Asset Management, discusses China’s ‘new economy’ ahead of the 19th National Congress of the Communist Party being held next week.

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South Africa update: The clock is ticking

Wed, 20 Sep 2017 10:30:00 GMT

September 20 2017: Jeremy Gardiner, Director at Investec Asset Management, discusses global markets and the current situation in South Africa, with limited time for the country to fix itself.

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European roundup

Thu, 14 Sep 2017 10:30:00 GMT

September 14 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, talks to Lindsay Williams about the current political climate in some of Europe’s key markets.

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UK update: Brexit blame game

Thu, 07 Sep 2017 10:30:00 GMT

September 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, discusses the ongoing Brexit negotiations and its impact on the pound.

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The currency factor

Fri, 01 Sep 2017 10:00:00 GMT

September 1 2017: Philip Saunders, co-head Multi-Asset Growth at Investec Asset Management, discusses the relatively weak dollar and its impact on global markets.

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Correlation Fixation

Wed, 23 Aug 2017 16:45:00 GMT

August 23 2017: Jason Borbora, Assistant Portfolio Manager at Investec Asset Management, argues that correlation needs to be viewed in combination with other characteristics to get a fuller appreciation of an investment’s behavior.

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Europe in focus

Mon, 21 Aug 2017 09:15:00 GMT

August 21 2017: Ken Hsia, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about what he sees as the foundations for a reasonable economic recovery in Europe.

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South Africa update: Cabinet reshuffle 4 months on

Fri, 11 Aug 2017 15:29:00 GMT

August 11 2017: Nazmeera Moola, Co-Head of SA and Africa Fixed Income at Investec Asset Management, discusses the continued impact of the South African cabinet reshuffle on the economy of the country.

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Global market view

Wed, 02 Aug 2017 09:19:00 GMT

August 02 2017: Philip Saunders, co-head Multi-Asset Growth at Investec Asset Management, talks with Lindsay Williams about global markets, the impact of US Dollar strength and the Euro rally.

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Inflation watch

Wed, 19 Jul 2017 12:25:00 GMT

July 19 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, discusses inflation and central bank policy in key global markets with Lindsay Williams.

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A soft landing

Tue, 18 Jul 2017 13:02:00 GMT

July 18 2017: Michael Power, Strategist at Investec Asset Management, talks to Lindsay Williams following the release of Chinese GDP data for the second quarter of 2017.

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Winds of change

Wed, 12 Jul 2017 08:51:00 GMT

July 12 2017: Russell Silberston talks to Lindsay Williams about the shift in interest rate emphasis from central banks.

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