Ninety One | The Big Picture

290 Episodes

1. Is recession the price to pay for taming inflation? | Russell Silberston

   Published: 2/08/2022
2. Has inflation peaked? | Iain Cunningham

   Published: 26/07/2022
3. Ninety One runs the Tusk Lewa Safari Marathon

   Published: 22/07/2022
4. Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India

   Published: 18/07/2022
5. What does sustainable investing actually mean? | Global Insights

   Published: 29/06/2022
6. Is it too late for central banks to raise interest rates?

   Published: 22/06/2022
7. Why are the fundamentals behind short term movements so crucial? | Philip Saunders

   Published: 20/06/2022
8. What is the market not getting right? | Global Insights

   Published: 15/06/2022
9. What Australia’s election result tells sovereign investors about climate risk | Michael Spinks

   Published: 31/05/2022
10. Navigating the markets in an upside-down world | Global Insights

    Published: 27/05/2022
11. Assessing global supply chain constraints in the technology and industrials sectors

    Published: 23/05/2022
12. Inside Track: Interview with Mercer’s Indira Sabitova on sustainable investing

    Published: 13/05/2022
13. From the Multi-Asset Desk: Why investors are watching the yield curve closely

    Published: 10/05/2022
14. Russell Silberston | Central banks have awoken

    Published: 6/05/2022
15. Graeme Baker | Time to get our houses in order for the energy transition

    Published: 5/05/2022
16. John Stopford | Selling in May?

    Published: 27/04/2022
17. Macroscope: Russia’s war on Ukraine is shifting the investment landscape

    Published: 21/04/2022
18. From the Multi-Asset Desk

    Published: 24/03/2022
19. Russell Silberston | Raising interest rates! What is the prediction for the future?

    Published: 18/03/2022
20. What’s driving gold?

    Published: 15/03/2022