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The Investment Perspective, with Ninety One

The Investment Perspective, with Ninety One

Von: Ninety One
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 Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode.

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  • #69 Goldilocks or false dawn?

    #69 Goldilocks or false dawn?
    Feb 27 2026
    After a year in which tariffs failed to ignite inflation and both bonds and equities surprised on the upside, investors are reassessing the outlook. With global growth resilient, inflation cooling and the dollar gradually weakening, David Knee explains why the “Goldilocks” backdrop still supports risk assets. The real challenge for 2026 may not be that conditions are perfect but recognising that – for now – they’re good enough.

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    17 Min.
  • #68 From election fears to fiscal discipline: What Budget 2026 means for your client portfolios.

    #68 From election fears to fiscal discipline: What Budget 2026 means for your client portfolios.
    Feb 26 2026
    The National Treasury delivered expenditure discipline, no new bailouts, and a third consecutive primary surplus. Jaco van Tonder discusses the expanded tax-free savings, retirement deductibility, CGT exclusions, and offshore allowances that create planning opportunities advisers should not ignore. Malcolm Charles explores how reduced weekly bond issuance, a rally in long-dated yields, and improving debt dynamics are reshaping the fixed-income opportunity set.

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    19 Min.
  • #67 SONA: Infrastructure at the heart of SA’s growth plan

    #67 SONA: Infrastructure at the heart of SA’s growth plan
    Feb 17 2026
    This year’s State of the Nation Address struck a notably confident tone: less promise, more progress. But is this truly a turning point? Alastair Herbertson explores why infrastructure is at the heart of South Africa’s growth ambitions, where private capital fits in, and why long-term investors may find this moment compelling.

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    7 Min.
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