Ninety One | The Big Picture

290 Épisodes

1. Talking Tariffs

   Publié: 17/02/2025
2. 2025 Investment views | A building global recovery

   Publié: 07/01/2025
3. 2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets

   Publié: 07/01/2025
4. 2025 Investment views | Navigating the Year of the Snake

   Publié: 07/01/2025
5. 2025 Investment views | Opportunities at a low point in the sentiment cycle

   Publié: 07/01/2025
6. 2025 Investment views | Quality earnings are more predictable than the market

   Publié: 07/01/2025
7. 2025 Investment views | Navigating a diverse range of opportunities

   Publié: 07/01/2025
8. 2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers

   Publié: 07/01/2025
9. 2025 Investment views | Build defences and diversify your income sources

   Publié: 07/01/2025
10. 2025 Investment views | Defensive income: A steady beacon amid potential disorder

    Publié: 07/01/2025
11. 2025 Investment views | Trade tariffs and geopolitics could sustain gold’s shine in 2025

    Publié: 07/01/2025
12. US election: A clear cut result, but what does it mean for the economy?

    Publié: 06/11/2024
13. Keep active in a bearish oil market

    Publié: 18/10/2024
14. Tackling health, climate, and inequality

    Publié: 17/09/2024
15. US election | how a Trump or Harris victory will shape markets

    Publié: 30/08/2024
16. Has inflation bottomed?

    Publié: 23/08/2024
17. Addressing digital inclusion challenges

    Publié: 21/08/2024
18. Too high for too long?

    Publié: 14/08/2024
19. Gold and Trump 2.0

    Publié: 06/08/2024
20. The year of the ballot: a mid-year snapshot

    Publié: 25/07/2024