Ninety One | The Big Picture

290 Episodes

1. Investment Views 2019: Evolving and expanding ESG focus

   Published: 20/12/2018
2. Investment Views 2019: Looking through Brexit

   Published: 17/12/2018
3. Investment Views 2019: Growth, consolidation and reforms for emerging markets

   Published: 13/12/2018
4. Investment Views 2019: Is this the moment of truth?

   Published: 12/12/2018
5. Investment Views 2019: Stay selective

   Published: 10/12/2018
6. Investment Views 2019: A defensive stance

   Published: 6/12/2018
7. Investment Views 2019: China bonds in a sweet spot

   Published: 4/12/2018
8. Investment Views 2019: From tailwinds to headwinds

   Published: 29/11/2018
9. The Brexit opportunity

   Published: 19/11/2018
10. South Africa update: Summer is coming

    Published: 12/11/2018
11. UK update: Seemingly rosy budget but Brexit looms

    Published: 31/10/2018
12. The changing face of China

    Published: 24/10/2018
13. Bull market’s trade-war strain

    Published: 18/10/2018
14. Emerging views on Brazil elections

    Published: 15/10/2018
15. Beyond the AI hype

    Published: 2/10/2018
16. Debt and demographics

    Published: 27/09/2018
17. China no longer a copy-cat economy

    Published: 19/09/2018
18. The third energy transition

    Published: 14/09/2018
19. Lehman’s collapse – what did we learn?

    Published: 5/09/2018
20. Quo vadis the longest (but most hated) bull market in history?

    Published: 28/08/2018