All Episodes
Ninety One | The Big Picture — 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
Agriculture is vast, varied, and vital
The AI opportunity
Is cash really king? It’s not a yes or no question argues Jason Borbora-Sheen
Tackling the sustainable investment sentiment shift
Global natural resources equities: the growth opportunity that markets are (still) missing
How worried should investors be about the debt-fuelled bet on US Treasuries?
Oil and the price equation
Behind the scenes at Jackson Hole
Phillip Saunders | Is the dollar’s status as reserve currency of the world under threat?
Mapping the sustainable growth journey in China and Korea: Sustainability with Substance
Summertime blues in the oil market
India’s sustainable future: Sustainability with Substance
Embracing the transition opportunity in emerging markets
Adapting to a new reality
Thinking beyond bonds: from the multi-asset income desk
UK savings platforms: a diamond in the rough
Transition talks: Bridget Beals, Co-Head of Climate Risk & Strategy at KPMG
Fixed income isn't necessarily the best way to deliver bond-like outcomes | John Stopford
South Africa update - Capturing cyclical opportunities in a resurgent Asia
Public and private collaboration critical to solving for SDGs
Macro round-up | Jason Borbora-Sheen
China's self-sufficiency opportunity
A disorderly transition
What the collapse of SVB means for investors
UK update - In conversation with Barnett Waddingham: how has the Investment Consulting industry changed?
Why gold has regained some of its lustre
SVB Financial – a consequence of exiting false equilibrium
What the inverted yield curve foretells
International Energy Week: the focus on transition
Inflation – ‘sticky’ for longer?
South Africa update | Can the Budget be bold enough?
How can mining in Africa bolster the energy transition?
US - recession or not? | Jason Borbora-Sheen
Russell Silberston | Forget February, focus on March
Tactical opportunities, but caution is the watchword
Semiconductors: an industry shaping the modern world
Reset creates opportunities
Tailwinds strengthen for climate-solutions providers
Investors need to read the ‘ESG’ label carefully
EM outlook: deep discounts and heightened diversity provide a rich hunting ground
2023 Outlook: A time of culmination
Why not to be enthusiastic off of recent US data - Jason Borbora-Sheen
South Africa update: perception versus reality
Implementing sustainability views in investment portfolios
UK markets – what can history teach us?
As inflation continues to remain stubbornly hot, central banks are scrambling to cool it down
Commodities conundrum
Predictions debunked, Greenback soars, what are the implications for the global economy?
Six reasons to revisit Chinese equities
Macroscope: Neutral matters
The Fed hikes, but what lies ahead?
Is recession the price to pay for taming inflation? | Russell Silberston
Has inflation peaked? | Iain Cunningham
Ninety One runs the Tusk Lewa Safari Marathon
Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India
What does sustainable investing actually mean? | Global Insights
Is it too late for central banks to raise interest rates?
Why are the fundamentals behind short term movements so crucial? | Philip Saunders
What is the market not getting right? | Global Insights
What Australia’s election result tells sovereign investors about climate risk | Michael Spinks
Navigating the markets in an upside-down world | Global Insights
Assessing global supply chain constraints in the technology and industrials sectors
Inside Track: Interview with Mercer’s Indira Sabitova on sustainable investing
From the Multi-Asset Desk: Why investors are watching the yield curve closely
Russell Silberston | Central banks have awoken
Graeme Baker | Time to get our houses in order for the energy transition
John Stopford | Selling in May?
Macroscope: Russia’s war on Ukraine is shifting the investment landscape
From the Multi-Asset Desk
Russell Silberston | Raising interest rates! What is the prediction for the future?
What’s driving gold?
Iain Cunningham | The Chinese have pivoted and no one else has noticed
Investment Institute | China’s tech revolution - unprecedented scale, mixed results
John Stopford | Capturing resilient income during turbulent times
Tom Nelson | Investing in energy in a decarbonising world
Tiger, tiger! | What investors can expect in the Chinese New Year
Natural resources | 2022 Investment Views
Multi-Asset income | 2022 Investment Views
Quality equities | 2022 Investment Views
Global credit | 2022 Investment Views
Sustainability in EMD investing | 2022 Investment Views
Emerging market corporate debt | 2022 Investment Views
George Cheveley | Gold’s value in a not-so-golden age
Chinese equities | 2022 Investment Views
Global Environment | 2022 Investment Views
Sustainability | 2022 Investment Views
Emerging Market outlook | 2022 Investment Views
Global outlook | 2022 Investment Views
CEO perspective | 2022 Investment Views
George Cheveley | Out with the old and in with the new, or is it?
Philip Saunders | The Fed’s tapering conundrum, and China’s divergent path
Russell Silberston | Is US inflation transitory?
Philip Saunders | The Chinese punchbowl and the last dance
Wenchang Ma | What does China's Communist Party's 100th anniversary mean for investors?
Ninety One’s position on net zero
George Cheveley | Gold outlook and why the fall in price
South Africa – is the glass half full?
Why is China's recent economic data startling some investors?
Philip Saunders | post-Brexit recap and UK growth rate round-up
Outlook for inflation and commodity prices
Sometimes Ben Graham, sometimes Warren Buffett
US infrastructure and looking ahead to the second quarter
An introduction to the Road to 2030 project
John Stopford | Central bank pronunciations
Philip Saunders on rising bond yields and sector rotation
Ox tales: Riding China's green wave
Ox tales: China's tech appeal
John Stopford on inflation: a ‘perfect storm’
Ox tales: Economic trends to watch
Ox tales: For income, China bonds yield to (almost) none
Simon Brazier on post-Brexit Britain
Meaningful action urgently needed to clean up the supply side energy system
Looking through the US election
Behavioural bias - Tune in and turn off the noise
US elections: John Stopford discusses the outlook for investors
Part 2 | Michael Power’s most thought provoking questions
Part 1 | Michael Power’s most thought provoking questions
From coal to carbon free in forty years, and what it means for investing in China
EM corporate debt - a market overview
South Africa update: Rates on hold
Philip Saunders - market reaction to Fed
Why Invest in Europe's Recovery?
Jeremy Gardiner: Taking Stock in 2020
John Stopford on thriving in an income desert
Philip Saunders - Will growth assets continue to grind higher?
The future of work
All things China with Michael Power
Inflation vs disinflation
Making an impact – Global Environment Impact Report released
Emerging Markets: looking at the road to recovery
Low-carbon lowdown with Deirdre Cooper
Ninety One SA Recovery Fund launches
COVID-19: the return of the state - The Great Shutdown series
Under pressure: The International Monetary and Financial System - The Great Shutdown series
Hendrik du Toit: our strategy remains consistent
Will the pandemic spur deglobalisation? - The Great Shutdown series
The power of a secure base
Dealing with the debt burden - The Great Shutdown series
Where to from here? – Philip Saunders on COVID-19
Fast and furious: policymakers respond to COVID-19
Why South Africa needs a stimulus plan – Nazmeera Moola
Hendrik du Toit: investing for a world of change
COVID-19: where does decarbonisation go from here?
Hendrik du Toit on becoming Ninety One
Japan by the numbers
Positive mood at Mining Indaba
South Africa’s ratings balancing act - South Africa update
Planetary Pulse: making pensions greener - UK update
South Africa update: a look at the SARB rate cute
Is 2020 the year of differentiation for emerging markets? – Investment Views 2020
Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020
Counting on resilience rather than monetary stimulus – Investment Views 2020
2020 outlook – what a relief?
Rural China: the next half-billion
Chris Freund’s quarterly review: SA confidence to improve slowly
Quarterly review with Philip Saunders: recession watch
John Stopford reviews Fed cut
South Africa’s welcome GDP surprise
Recession watch
Brexit: latest market reaction
Reaction to Fed minutes
Decarbonisation: a just transition
Argentina’s shock result unpacked
Renminbi trade war escalation
Fed reaction: searching for a soft landing
UK update: seeking clarity
The trade war in numbers
South Africa update: A fixed perspective
US/China relations: from trade war to tech war
Sustainability and Satellites
Central banks brought into focus
The last hurrah?
South Africa’s Cabinet balancing act
Sell in May and go away?
South African elections: a time to take bold moves
Trade war: who holds the stronger hand?
Central bank focus
Tackling one of humanity’s greatest challenges
‘Dedollarisation’ – how a global currency shift may surprise investors
Why China now?
The clock is ticking
Death, taxes and the inverted yield-curve
Investing for a better tomorrow
South Africa update: Taking Stock in 2019
Brexit update: searching for clarity
South Africa update: sober budget weighed down by Eskom
South East Asia’s new dynamic
Mining Indaba: A few days of optimism
Seeking greater certainty in uncertain times
An emerging 2019
UK update: Brexit defeat – what next?
Investment Views 2019: Evolving and expanding ESG focus
Investment Views 2019: Looking through Brexit
Investment Views 2019: Growth, consolidation and reforms for emerging markets
Investment Views 2019: Is this the moment of truth?
Investment Views 2019: Stay selective
Investment Views 2019: A defensive stance
Investment Views 2019: China bonds in a sweet spot
Investment Views 2019: From tailwinds to headwinds
The Brexit opportunity
South Africa update: Summer is coming
UK update: Seemingly rosy budget but Brexit looms
The changing face of China
Bull market’s trade-war strain
Emerging views on Brazil elections
Beyond the AI hype
Debt and demographics
China no longer a copy-cat economy
The third energy transition
Lehman’s collapse – what did we learn?
Quo vadis the longest (but most hated) bull market in history?
The state of gold
The trouble with Turkey
UK’s record dividend haul
Central banks in focus
United States by numbers
A trade war is not the only risk
A case for Chinese bonds
Mining opportunity
We need to talk about China
Sharp focus on Italy
The credit crossroads
A quiet recovery
Selectivity key for 2018
The future of energy
Reaction to the BoE's decision to raise rates
Rise of the electric vehicle
The People’s Congress
A journey around the globe
China’s new paradigm
South Africa update: The clock is ticking
European roundup
UK update: Brexit blame game
The currency factor
Correlation Fixation
Europe in focus
South Africa update: Cabinet reshuffle 4 months on
Global market view
Inflation watch
A soft landing
Winds of change