Podcasts about Ninety One

Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

Hendrik du Toit, uitvoerende hoof van Ninety One, en Khulekani Mathe, uitvoerende hoof van Business Unity South Africa (Busa), deel hulle insigte oor gister se Withuis-vergadering. Volg RSG Geldsake op Twitter

Adam Furlan is portfolio manager at Ninety One in Cape Town.

John Stopford, Head of Multi-Asset Income at Ninety One in London

Clyde Rossouw, Co-Head of Quality at Ninety One

Chris Steward, Portfolio Manager at Ninety-One and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London

Daniel Morgan is a Multi Asset Analyst at Ninety One.

Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

Nerina Visser, ETF-strateeg en adviseur by etfSA, bespreek die ooreenkoms tussen die VSA en China, asook Ninety One se boete. Volg RSG Geldsake op Twitter

Nosipho Radebe speaks to Charl Geel, Head FICA Supervision Department at Financial Sector Conduct Authority (FSCA)See omnystudio.com/listener for privacy information.

John Stopford, Head of Multi-Asset Income at Ninety One in London

Tsitsi is a Client Director at Ninety One in Cape Town.

Vivienne Taberer, Investment Director at Ninety One in Cape Town

Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town

Adam Furlan is portfolio manager at Ninety One in Cape Town.

This week, Kaylene & Anna have some highs, lows, and buffalos. Listen in as they contemplate the nature of balance, discuss tools for divesting from the American Empire, and revisit and old topic from Season 1 — phone dependency, and the role it plays in their lives.Notes for Episode Ninety OneVideo Referenced: creating a digital garden to end my doomscrollingTarot Time: Two of Pentacles from the Aquarian TarotEntreprequeers Investigates: Tell us your tale at entreprequeer@gmail.com and we'll consult!

Independent analyst Jimmy Moyaha unpacks WeBuyCars's trading update – modest core Heps growth, but is it fair value? Ninety One's Iain Cunningham on why domestic consumption is key to hitting 2025's 5% GDP goal. Street Wallet's Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

Chris Steward, Portfolio Manager at Ninety-One and Motheo Khoaripe analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Motheo Khoaripe speaks to Zinhle Tyikwe, CEO of the Consumer Goods Council of SA, about the costs incurred by retailers due to the last-minute cancellation of the planned 0.5% VAT hike. In other interviews, Motheo Khoaripe discusses the US-China trade war's impact on oil prices and the global economy with Manqoba Madinane, Strategist: Fixed Income, FX & Commodities at RMB, and Paul Gooden, Portfolio Manager at Ninety-One. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Africa Melane speaks to Michael Power, a consultant to Ninety-One, about the growing fears of a global recession in 2025. Based on a new Reuters poll, Power unpacks how former U.S. President Donald Trump’s sweeping tariffs, especially the 145% duties on Chinese imports, have shaken global investor confidence and triggered widespread economic downgrades. Follow us on:CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.

This evening, we feature part one of 'Understanding financial instruments'. We dive deep into ETFs and the bond market with ETFSA and Ninety One. SAfm Market Update - Podcasts and live stream

Anet Ahern in conversation with Stephen Cranston about his new book 'The Mavericks'. 'The Mavericks' explains how the three independent asset managers Coronation, Allan Gray and Investec (later Ninety One), dubbed the CIA, came to dominate and continue to dominate the South African asset management industry, particularly the pension fund market. This discussion was recorded at the launch of 'The Mavericks' on 19 March 2025 at Exclusive Books V&A.

In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, welcome George Cheveley, Portfolio Manager at Ninety One, for an insightful look into the dynamics of the gold mining equities market. With gold hitting record highs throughout 2024 and again this year, they dig into why mining stocks haven't kept pace and what's driving the disconnect. George shares how investors should think about mining companies today, what factors influence their performance – from cost pressures to growth metrics – and how sentiment is starting to shift from earnings to value. The conversation also covers what kind of growth matters most to investors and how to think about mining equities in the context of broader portfolio decisions. Tune in for a detailed breakdown of what's behind the headlines – and subscribe to Unearthed on your favourite podcast platform to stay up to date.    Additional Resources: Gold Demand Trends Q4 (Full Year) 2024  Gold Reserves by Country   Notable Quotes: “One of the things that I have heard from time to time is a production cliff looming for some of the producers, maybe five to ten years out, because of the pain the industry went through and the slowdowns in exploration.”     – John Reade  “ The gold industry has changed. The management of the industry has changed, and part of that is because of the circumstances that they went through in the last cycle.”    – John Reade  “ I think my own view is we're never going to end up with too few gold companies because every day there's people starting up junior gold companies. There's always somebody trying. I do think we probably could do with a bit more consolidation at the moment, but I also readily agree it's very hard to do.”    – George Cheveley    “I think time and timing is one of the big challenges and when we're feeling sorry for ourselves as fund managers. You know, sometimes we sit around and we say. The real problem with this job is we're talking to companies who are talking in decades and we're trying to service our clients who are talking in quarters, and we're trying to cover that spread, and it's pretty hard at times."    – George Cheveley     About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn.   Terms & Conditions | World Gold Council

Philip Saunders is Director of the Investment Institute at Ninety One in London

Chris Steward, Portfolio Manager at Ninety-One, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Chris Steward, Portfolio Manager at Ninety One, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Jaco van Tonder, direkteur van adviseursdienste by Ninety One, gesels oor sy agtergrond, loopbaan en wat hy doen om te ontspan. Volg RSG Geldsake op Twitter

Hendrik du Toit – CEO of Ninety One. Volg RSG Geldsake op Twitter

Chris Steward, Portfolio Manager at Ninety-One, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

This evening, we dive into market volatility with Trive, we speak to Itac about South Africa's response to Trump's tariffs, Ninety One gives us insights into recent developments around the Just Energy Transition, Nedbank gives us an update on local gold reserves, and we speak to Recharged.co.za about helpful tech tips for travellers. SAfm Market Update - Podcasts and live stream

Chris Steward, Portfolio Manager at Ninety One, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Amy Maciver speak to Michael Power, Consultant to Ninety-One, an expert in global markets and trade dynamics to unpack the Impact of Trump's 25% Car Tariffs on South Africa and Global Trade.See omnystudio.com/listener for privacy information.

In this episode of the BizNews Briefing, political heavyweight Tony Leon on news of White House's surprise pick as its new Ambassador to Pretoria; RW Johnson unpacks why the ANC's long slide won't end until its policies align with what voters want; Prince Mashele explains why GNU members must vasbyt for the greater good; The growing chasm between retail and professional investors; why Tesla shares are bucking bad news; and Ninety One founder Hendrik du Toit from Hong Kong on where the world is heading.

This evening, we look at the markets with Makwe Fund Managers, we speak to Stadio about its latest financials, Itac gives us insight on the dtic's request to review SA's steel tariff structure amid volatility surrounding ArcelorMittal, Ninety One helps us manage global fixed income in a changing interest rate environment, and we speak to Recharged.co.za about how to stay safe online. SAfm Market Update - Podcasts and live stream

Today on The Midday Report, host Mandy Wiener covers the latest news, including the postponement of the case against Duduzile Zuma-Sambudla. The case, which revolves around charges of incitement to commit terrorism and two counts of incitement to public violence tied to the July 2021 riots, has been rescheduled to 14 August. In other news, the attempted murder charge against controversial businessman Edwin Sodi has been removed from the court roll. Additionally, today marks the deadline for the SASSA card swap. The book of the week is The Mavericks: How Coronation, Ninety One, and Allan Gray Beat the Rest by Stephen Cranston. Listen live - The Midday Report with Mandy Wiener is broadcast on weekdays from noon to 1pm on 702 and CapeTalk.See omnystudio.com/listener for privacy information.

Chris Steward, Portfolio Manager at Ninety-One, and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

This summary is less a trailer than a highlight reel. The year started with a new administration in the US and an explosion of the culture wars and backlash against DEI and ESG labelling. Even engagement has become more cumbersome and some may feel the hard won policies of years ago are going into reverse.  Because we had lined up a list of industry experts with a focus on sustainable investing for this series, we had an excellent opportunity to ask them about the headwinds and the view of them. The views were surprisingly nuanced and positive, from the insights of a sustainable equity manager about the impact that was still happening, to the views of two founders of a nature based solutions manager about the decline of net zero alliances and how the shift of focus from carbon might be a good thing. The guests of Series 1 are Chelsea Smith of Bernstein Private Wealth, Anastasia Guha of Redington, Denise Le Gal of Brightworth, Abdiel Santiago of the Panama Sovereign Wealth Fund, Bjorn Thelander (formerly of the Dyson Family Office), Stephanie Niven of Ninety One, Rob Gardner and Eoin Murray of Rebalance Earth and Steve Neel of New Mexico Educational Retirement Board and Stephen Oxley of OXC. This series of the Fiftyfaces Podcast is proudly brought to you by bfinance—a trusted partner to the world's leading institutional investors. With a proven track record in strategy, implementation, and oversight, bfinance delivers bespoke investment consultancy that empowers asset owners to achieve their unique objectives. Whether it's refining portfolio strategy, selecting fund managers, monitoring performance or getting better value for money, bfinance combines global expertise with tailored solutions to unlock value for their clients. To learn more about how they've supported over 500 clients in 45 countries, managing assets totalling over $9 trillion, visit bfinance.com.

music by a series of talks we decided to stop by a supermarket we decided to stop by a supermarket we decided to stop…

Sanlam het vandag winssyfers bekend gemaak en die direksie het 'n dividend van R4,45 per aandeel verklaar. Anton Gildenhuys, uitvoerende hoof van Sanlam Lewensversekering en Spaarprodukte, gesels oor die resultate en hul transaksie met Ninety One. Volg RSG Geldsake op Twitter

Jaco van Tonder, direkteur van adviesdienste by Ninety One, deel sy insigte oor die voorstel dat die staat vanjaar sy GEPF-bydraes staak. Volg RSG Geldsake op Twitter

Chris Steward, Portfolio Manager at Ninety-One and Stephen Grootes analyse top business and company stories of the day, as well as international and local markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to The Money Show podcast. Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newsletters The Money Show is brought to you by Absa. Follow us on: 702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702 702 on Instagram: www.instagram.com/talkradio702 702 on X: www.x.com/Radio702 702 on YouTube: www.youtube.com/@radio702 CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkza CapeTalk on YouTube: www.youtube.com/@CapeTalk567 CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

It's a new series with Cannibal Siren, folks! I know it's what you wanted, what can I say, I know what the people want. Unfortunately, however, we'e not monster-fucking on this one. Oh, no. No, no. Not that way, at least. There is consent involved in what Cannibal Siren does. Let's not get too far away from it, there is a monster in this one, and he's getting close to us in all the worst ways; Non-consentually. There is so much to be said about this one, and we will say it. And you will listen. And we will say more next episode, and hopefully you'll listen again. This is just part one of four, so let's just say that there are a lot more steps involved, here. What is this, AA? No, not unless AA stands for anonymous antagonism. And it doesn't. The Man in my Basement Takes One Step Closer Every Week(43:05) by Polterkiteshttps://www.reddit.com/r/nosleep/comments/istln5/the_man_in_my_basement_takes_one_step_closer/Support us on PATREON: https://www.patreon.com/LOTSA_PASTAAND KO-FI: https://ko-fi.com/lotsa_pastaMERCH:www.redbubble.com/people/elcapitanmuerte/portfolioYOUTUBE:www.youtube.com/channel/UCxoqIN-fkfdlmGEjWujypxwSOUNDCLOUD:www.soundcloud.com/lotsa-pasta/(But also available on all major platforms like iTunes, Spotify, Google, Amazon, etc!)FOLLOW ON FACEBOOK:www.facebook.com/LPCaptainDeathFOLLOW ON REDDIT:www.reddit.com/r/LotsaPasta/Featuring wonderful ambient music from our fam in Sweden: CryoChamber, givin' us all the ooky-spooky tunage. Follow: @cryo-chamberThank you!“Astral Alley“ is not my song. I do not claim ownership. Credit and All rights are reserved by the owners.

From a high-powered mob lawyer during Miami's wild Cocaine Cowboy days to a Certified Meditation teacher with an MSW to go with his JD, Bob Martin has helped hundreds redesign their thinking for the life they dream of. Bob's journey is anything but ordinary. Now a two-time published author and Professor of Wellness at Elon University, Bob blends Taoist wisdom, brain science, psychology, and humor to tackle everything from breaking free of limiting beliefs to finding clarity and resilience in life's chaos. With a knack for making big ideas relatable and plenty of stories to keep listeners hooked, Bob's the kind of guest who inspires, challenges, and keeps the conversation lively.   https://awiseandhappylife.com/

Stephanie Niven is a Global Sustainable Equity Portfolio Manager at Ninety One. She started her career as an equity analyst and subsequently held a series of portfolio management roles.  She was previously an ambassador for the Diversity Project and sits on the Advisory Board of Girls Who Invest. Our conversation traces Stephanie's love of sport, and water polo in particular, and we discuss how that primed her for a career in investing.  We dig in then to what is sustainable equity and what sustainable investing means to her today, tackling head on the headwinds that this strategy is facing.Because this is a subject that is core to the mission and purpose of Ninety One we also cover culture in an investment team, how to nurture it and how to know when it is working. This episode of the Fiftyfaces Podcast is proudly brought to you by bfinance—a trusted partner to the world's leading institutional investors. With a proven track record in strategy, implementation, and oversight, bfinance delivers bespoke investment consultancy that empowers asset owners to achieve their unique objectives. Whether it's refining portfolio strategy, selecting fund managers, monitoring performance or getting better value for money, bfinance combines global expertise with tailored solutions to unlock value for their clients. To learn more about how they've supported over 500 clients in 45 countries, managing assets totalling over $9 trillion, visit bfinance.com.

Stephen Grootes speaks to Donald MacKay, Director at XA International Trade Advisors & Jason Borbora-Sheen, Portfolio Manager at Ninety One, about the US tax tariffs sparking a global trade war. In other interviews, Mzila Mthenjane, CEO of the Minerals Council South Africa, talks about the 2025 Mining Indaba and concerns over possible amendments to the country's mining legislation.See omnystudio.com/listener for privacy information.

Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a cornerstone investor in China's Tencent. He has served on the Leadership Council of the Sustainable Development Solutions Network, a United Nations initiative, and is a public figure in his native South Africa and in the United Kingdom. Hendrik holds degrees from Stellenbosch University and Cambridge. Hendrik, thanks so much for joining us on The Long View.BackgroundBioNinety One Global Strategy Fund – Global Environment Fund IX Acc GBPNinety One Global Sustainable Equity I Acc GBPNinety One Emerging Markets Local Currency Debt Fund A Accumulation USDNinety One GSF Emerging Markets Local Currency Debt C Acc USDNaspersProsusSustainability and ESGNinety One's Sustainability and Stewardship Report“Ninety One Becomes First SA Asset Manager to Sign Onto Net Zero Asset Managers Initiative,” ebnet.co.za, July 26, 2022.“Ninety One CEO Hendrik du Toit on Asset Management and Green Investing,” Bloomberg TV video interview, Bloomberg.com, Sept. 24, 2024.Other“New Draft Rules Targeting In-Game Spending Wipe Billions From China's Tech Giants,” by Wayne Chang and Laura He, cnn.com, Dec. 22, 2023.Nubank

The Federal Reserve meeting minutes reflect the rather chaotic swings of view that occur under Fed Chair Powell. After an emergency rate cut without an emergency in September, the Fed has moved to slowing the pace of rate cuts being “appropriate” in December. The basic idea is unchanged— follow inflation down. Concerns were raised about US President-elect Trump's trade tax and deportation policies in discussions about inflation, but they were not the central focus of the inflation debate.