A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.
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. Hosted on Acast. See acast.com/privacy for more information.
14 min
7 January 2025
2025 Investment views | A building global recovery
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. Hosted on Acast. See acast.com/privacy for more information.
18 min
7 January 2025
2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets
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. Hosted on Acast. See acast.com/privacy for more information.
32 min
7 January 2025
2025 Investment views | Navigating the Year of the Snake
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. Hosted on Acast. See acast.com/privacy for more information.
15 min
7 January 2025
2025 Investment views | Opportunities at a low point in the sentiment cycle
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. Hosted on Acast. See acast.com/privacy for more information.
11 min
7 January 2025
2025 Investment views | Quality earnings are more predictable than the market
Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025. Hosted on Acast. See acast.com/privacy for more information.
12 min
7 January 2025
2025 Investment views | Navigating a diverse range of opportunities
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. Hosted on Acast. See acast.com/privacy for more information.
10 min
7 January 2025
2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers
4Factor’s Rhynhardt Roodt reflects on a strong year for equity market momentum and considers where best to focus in 2025. Hosted on Acast. See acast.com/privacy for more information.
11 min
7 January 2025
2025 Investment views | Build defences and diversify your income sources
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. Hosted on Acast. See acast.com/privacy for more information.
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. Hosted on Acast. See acast.com/privacy for more information.
