Ninety One | The Big Picture

290 Episodes

1. How can mining in Africa bolster the energy transition?

   Published: 16/02/2023
2. US - recession or not? | Jason Borbora-Sheen

   Published: 10/02/2023
3. Russell Silberston | Forget February, focus on March

   Published: 6/02/2023
4. Tactical opportunities, but caution is the watchword

   Published: 14/12/2022
5. Semiconductors: an industry shaping the modern world

   Published: 13/12/2022
6. Reset creates opportunities

   Published: 8/12/2022
7. Tailwinds strengthen for climate-solutions providers

   Published: 7/12/2022
8. Investors need to read the ‘ESG’ label carefully

   Published: 5/12/2022
9. EM outlook: deep discounts and heightened diversity provide a rich hunting ground

   Published: 30/11/2022
10. 2023 Outlook: A time of culmination

    Published: 23/11/2022
11. Why not to be enthusiastic off of recent US data - Jason Borbora-Sheen

    Published: 11/11/2022
12. South Africa update: perception versus reality

    Published: 10/11/2022
13. Implementing sustainability views in investment portfolios

    Published: 21/10/2022
14. UK markets – what can history teach us?

    Published: 30/09/2022
15. As inflation continues to remain stubbornly hot, central banks are scrambling to cool it down

    Published: 23/09/2022
16. Commodities conundrum

    Published: 20/09/2022
17. Predictions debunked, Greenback soars, what are the implications for the global economy?

    Published: 13/09/2022
18. Six reasons to revisit Chinese equities

    Published: 6/09/2022
19. Macroscope: Neutral matters

    Published: 24/08/2022
20. The Fed hikes, but what lies ahead?

    Published: 9/08/2022