Ninety One | The Big Picture

290 Episodes

1. Russell Silberston | Is US inflation transitory?

   Published: 19/08/2021
2. Philip Saunders | The Chinese punchbowl and the last dance

   Published: 19/07/2021
3. Wenchang Ma | What does China's Communist Party's 100th anniversary mean for investors?

   Published: 12/07/2021
4. Ninety One’s position on net zero

   Published: 8/07/2021
5. George Cheveley | Gold outlook and why the fall in price

   Published: 28/06/2021
6. South Africa – is the glass half full?

   Published: 16/06/2021
7. Why is China's recent economic data startling some investors?

   Published: 10/06/2021
8. Philip Saunders | post-Brexit recap and UK growth rate round-up

   Published: 3/06/2021
9. Outlook for inflation and commodity prices

   Published: 17/05/2021
10. Sometimes Ben Graham, sometimes Warren Buffett

    Published: 5/05/2021
11. US infrastructure and looking ahead to the second quarter

    Published: 12/04/2021
12. An introduction to the Road to 2030 project

    Published: 8/04/2021
13. John Stopford | Central bank pronunciations

    Published: 29/03/2021
14. Philip Saunders on rising bond yields and sector rotation

    Published: 16/03/2021
15. Ox tales: Riding China's green wave

    Published: 1/03/2021
16. Ox tales: China's tech appeal

    Published: 19/02/2021
17. John Stopford on inflation: a ‘perfect storm’

    Published: 16/02/2021
18. Ox tales: Economic trends to watch

    Published: 10/02/2021
19. Ox tales: For income, China bonds yield to (almost) none

    Published: 8/02/2021
20. Simon Brazier on post-Brexit Britain

    Published: 20/01/2021