Ninety One | The Big Picture

290 Episodes

1. Talking Tariffs

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

   Published: 1/7/2025
3. 2025 Investment views | Beyond the headlines: uncovering opportunities in emerging markets

   Published: 1/7/2025
4. 2025 Investment views | Navigating the Year of the Snake

   Published: 1/7/2025
5. 2025 Investment views | Opportunities at a low point in the sentiment cycle

   Published: 1/7/2025
6. 2025 Investment views | Quality earnings are more predictable than the market

   Published: 1/7/2025
7. 2025 Investment views | Navigating a diverse range of opportunities

   Published: 1/7/2025
8. 2025 Investment views | Navigating narrow markets: The importance of stock-specific drivers

   Published: 1/7/2025
9. 2025 Investment views | Build defences and diversify your income sources

   Published: 1/7/2025
10. 2025 Investment views | Defensive income: A steady beacon amid potential disorder

    Published: 1/7/2025
11. 2025 Investment views | Trade tariffs and geopolitics could sustain gold’s shine in 2025

    Published: 1/7/2025
12. US election: A clear cut result, but what does it mean for the economy?

    Published: 11/6/2024
13. Keep active in a bearish oil market

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

    Published: 9/17/2024
15. US election | how a Trump or Harris victory will shape markets

    Published: 8/30/2024
16. Has inflation bottomed?

    Published: 8/23/2024
17. Addressing digital inclusion challenges

    Published: 8/21/2024
18. Too high for too long?

    Published: 8/14/2024
19. Gold and Trump 2.0

    Published: 8/6/2024
20. The year of the ballot: a mid-year snapshot

    Published: 7/25/2024