Ninety One | The Big Picture Ninety One
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A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider.
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Central banks in focus
The year is still in Q1 but already it's billing as being all about politics and the price of money is justified. In a matter of days the US primaries have whittled down the US election to the familiar old candidates, the UK has delivered a surprise-free budget, the ECB has kept rates on hold while the Fed chair has merely changed the date of his speech to Congress.
Markets meander upwards unfazed, but with more than 50 elections due in 2024, multiple reserve bank meetings and the ongoing spectre of wars, surely something must give? In an interview recorded on Friday 8th March, Russell Silberston analyses a packed diary.
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Mining Indaba – a barometer for the resources sector
The shadow of a poorly performing JSE resources sector and the dollar price of certain commodities hung over the annual Mining Indaba in Cape Town. The PGM sector, which is one of South Africa’s most important export products, garnered much of the attention, but copper, gold and some bulk commodities also took centre stage. Dawid Heyl shares his perspective on the Indaba and the outlook for the sector.
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Macroscope: Long the yen against the euro
Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro.
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China may emerge from the doldrums - 2024 Investment Views
After a challenging year, Wenchang Ma sees brighter prospects for Chinese equities in 2024, with weak sentiment providing an entry point to invest in some of the world’s most attractive companies.
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Great conditions for dynamic ‘go anywhere’ credit investors - 2024 Investment Views
Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.
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EM sovereign debt: a good backdrop for EM bonds, but build resilience from the bottom up - 2024 Investment Views
Improving global growth and inflation dynamics are supportive for the asset class, but risks remain and a bottom-up approach will be vital for capturing the opportunities and building resilient portfolios.
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