Ninety One | The Big Picture
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Ninety One | The Big Picture is a business podcast hosted by Ninety One. It has 291 episodes, with the latest published July 2025.
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. Hosted on Acast. See acast.com/privacy for more information.
business ·en ·291 episodes
The end of an era? Dollar dominance in question
Talking Tariffs
2025 Investment views | A building global recovery
2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets
2025 Investment views | Navigating the Year of the Snake
2025 Investment views | Opportunities at a low point in the sentiment cycle
2025 Investment views | Quality earnings are more predictable than the market
2025 Investment views | Navigating a diverse range of opportunities
2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers
2025 Investment views | Build defences and diversify your income sources
2025 Investment views | Defensive income: A steady beacon amid potential disorder
2025 Investment views | Trade tariffs and geopolitics could sustain gold’s shine in 2025
US election: A clear cut result, but what does it mean for the economy?
Keep active in a bearish oil market
Tackling health, climate, and inequality
US election | how a Trump or Harris victory will shape markets
Has inflation bottomed?
Addressing digital inclusion challenges
Too high for too long?
Gold and Trump 2.0
The year of the ballot: a mid-year snapshot
Medicine for change
Alpha Sources in impact investment
Investing for tomorrow: Africa's natural environment and what's at stake
After the vote
Central banks start to ease off the brakes
Deciphering the human factor
Schneider Electric: talking carbon, culture... and sustainability as a strategy
Mapping the sustainable growth journey in China and Korea
Nature's balance sheet: biodiversity opportunities and risks
India's sustainable future
Is sticky inflation ruining the party?
A new capex supercycle
Does the commodity rally have legs?
Central banks in focus
Mining Indaba – a barometer for the resources sector
Macroscope: Long the yen against the euro
China may emerge from the doldrums - 2024 Investment Views
Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views
EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views
EM corporate debt: company strength, country collaboration and attractive income - 2024 Investment Views
Emerging markets equities: are the dark clouds starting to part? - 2024 Investment Views
Volatility is creating opportunities - 2024 Investment Views
It’s time to rethink fixed income - 2024 Investment Views
Finance’s evolving role in achieving net zero - 2024 Investment Views
COP28: The climate challenge is still daunting, but COP28 offered hope
EM Equities: are the dark clouds starting to part? - 2024 Investment Views
Emerging markets: favourable currents strengthening beneath choppy waters - 2024 Investment Views
Positioning for the next cycle - 2024 Investment Views
The acceleration towards a multipolar world
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