HeyJaredThe Investment Perspective, with Ninety One
Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode.
- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
#108 Trump's welcome for Xi signals a shift markets shouldn't ignore (opens the original)
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Xi Jinping's Washington visit was more significant than the tariff concessions it produced. The symbolism, including Trump meeting Xi on the tarmac, points to Washington finally treating Beijing as a peer, Philip Saunders argues. For investors who've long priced in a Taiwan flashpoint, that shift deserves more attention than the trade headlines it generated. Hosted on Acast. See acast.com/privacy for more information.
#107 The biggest risk to SA bonds isn't the SARB decision, it’s DM yields (opens the original)
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Three central banks moved last week. A fourth, our own, decides this week. If you're trying to draw one lesson from all of it, Ruen Naidu argues, it’s this: the decision that matters most for South African bonds isn't the one the SARB is about to make. Hosted on Acast. See acast.com/privacy for more information.
#106 SA’s old economy is cashing in on the new economy's boom (opens the original)
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A JSE that looks strong on the surface is really two markets in one: diversified miners and gold and platinum names riding the global AI infrastructure and commodities boom, against an SA Inc split between struggling retailers and resilient banks. Samantha Hartard explains why SA, despite having almost no tech exposure, is still finding a way into the AI trade through copper, coal and the physical buildout behind it. Hosted on Acast. See acast.com/privacy for more information.
#105 Munitions, multiples and midterms: the risks the markets might be missing now (opens the original)
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Malcolm Charles breaks down why two wars, an AI-distorted equity market and an unpredictable US election are colliding at once, and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.
#104 Bessent and Warsh at loggerheads: who controls the curve? (opens the original)
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US Treasury Secretary Scott Bessent has been buying back long bonds to calm a sell-off at the long end of the yield curve. Fed governor Kevin Warsh, fresh from a hawkish Jackson Hole speech, wants the opposite: a smaller balance sheet and a clear signal from the curve. Ruen Naidu unpacks why the two are at odds, and why an oil price spike could override both. Hosted on Acast. See acast.com/privacy for more information.
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