Ninety One | The Big Picture

290 Episodes

1. Emerging markets equities: are the dark clouds starting to part? - 2024 Investment Views

   Published: 11/01/2024
2. Volatility is creating opportunities - 2024 Investment Views

   Published: 8/01/2024
3. It’s time to rethink fixed income - 2024 Investment Views

   Published: 21/12/2023
4. Finance’s evolving role in achieving net zero - 2024 Investment Views

   Published: 18/12/2023
5. COP28: The climate challenge is still daunting, but COP28 offered hope

   Published: 12/12/2023
6. EM Equities: are the dark clouds starting to part? - 2024 Investment Views

   Published: 11/12/2023
7. Emerging markets: favourable currents strengthening beneath choppy waters - 2024 Investment Views

   Published: 6/12/2023
8. Positioning for the next cycle - 2024 Investment Views

   Published: 30/11/2023
9. The acceleration towards a multipolar world

   Published: 7/11/2023
10. Agriculture is vast, varied, and vital

    Published: 27/10/2023
11. The AI opportunity

    Published: 25/10/2023
12. Is cash really king? It’s not a yes or no question argues Jason Borbora-Sheen

    Published: 19/10/2023
13. Tackling the sustainable investment sentiment shift

    Published: 12/10/2023
14. Global natural resources equities: the growth opportunity that markets are (still) missing

    Published: 10/10/2023
15. How worried should investors be about the debt-fuelled bet on US Treasuries?

    Published: 2/10/2023
16. Oil and the price equation

    Published: 14/09/2023
17. Behind the scenes at Jackson Hole

    Published: 1/09/2023
18. Phillip Saunders | Is the dollar’s status as reserve currency of the world under threat?

    Published: 26/07/2023
19. Mapping the sustainable growth journey in China and Korea: Sustainability with Substance

    Published: 14/07/2023
20. Summertime blues in the oil market

    Published: 11/07/2023