Ninety One | The Big Picture

290 Episodes

1. Counting on resilience rather than monetary stimulus – Investment Views 2020

   Published: 6/12/2019
2. 2020 outlook – what a relief?

   Published: 3/12/2019
3. Rural China: the next half-billion

   Published: 18/11/2019
4. Chris Freund’s quarterly review: SA confidence to improve slowly

   Published: 14/10/2019
5. Quarterly review with Philip Saunders: recession watch

   Published: 11/10/2019
6. John Stopford reviews Fed cut

   Published: 20/09/2019
7. South Africa’s welcome GDP surprise

   Published: 4/09/2019
8. Recession watch

   Published: 1/09/2019
9. Brexit: latest market reaction

   Published: 29/08/2019
10. Reaction to Fed minutes

    Published: 22/08/2019
11. Decarbonisation: a just transition

    Published: 20/08/2019
12. Argentina’s shock result unpacked

    Published: 13/08/2019
13. Renminbi trade war escalation

    Published: 6/08/2019
14. Fed reaction: searching for a soft landing

    Published: 1/08/2019
15. UK update: seeking clarity

    Published: 25/07/2019
16. The trade war in numbers

    Published: 24/07/2019
17. South Africa update: A fixed perspective

    Published: 17/07/2019
18. US/China relations: from trade war to tech war

    Published: 3/07/2019
19. Sustainability and Satellites

    Published: 28/06/2019
20. Central banks brought into focus

    Published: 21/06/2019