Podcasts about Ninety One

Odwa Magwentshu from Momentum unpacks the market's mixed reaction to Sappi's results and trading updates from MTN and TFG. Thanzi Ramukosi from Ninety One dives into Transnet's turnaround – is real progress finally on track? Simon weighs in: Why are markets hitting record highs just as the Trump tariffs kick in?

Thanzi Ramukosi from Ninety One dives into the freight and logistics company's turnaround – is real progress finally on track?

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

Stephen Grootes speaks to Thanzi Ramukosi, Investment Specialist in Emerging Market Fixed Income at Ninety One, about Transnet’s recovery and why institutional investors should be paying close attention. With reforms under way and new leadership at the helm, Transnet’s turnaround is shaping up to be a pivotal moment for South Africa’s logistics and infrastructure investment landscape. In other interviews, Thabile Nkunjana, Agricultural Economist, unpacks new findings that show climate volatility has emerged as the top risk for 64% of South African agri-businesses - a sharp rise from 45% in 2023. This shift, revealed in the 2024–2025 Santam Insurance Barometer Report, highlights growing concern among farmers about the impact of extreme weather. 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.

Stephen Grootes speaks to Thanzi Ramukosi, Investment Specialist in Emerging Market Fixed Income at Ninety One, about Transnet’s recovery and why institutional investors should be paying close attention. With reforms under way and new leadership at the helm, Transnet’s turnaround is shaping up to be a pivotal moment for South Africa’s logistics and infrastructure investment landscape.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 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.

George Chevely Portfolio Manager at Ninety One in London

Vivienne Taberer, Investment Director at Ninety One in Cape Town

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.

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

Africa Melanie talks to Ninety One economist Sisamkele Kobus on National Treasury’s planned budget process reforms. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 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. David Shapiro, Veteran Stockbroker and Chief Global Equity Strategist at Sasfin shared his thoughts on JSE all share smashing through 100,000-point barrier 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/@CapeTalk567See omnystudio.com/listener for privacy information.

Traditional safe havens are misbehaving as the once-distinct boundaries between emerging and developed markets begins to blur. Peter Kent, co-head of Emerging Market Fixed Income at Ninety One, joins Bloomberg Intelligence chief EM fixed-income strategist Damian Sassower to break down the risks and opportunities facing asset allocators across the globe. Kent and Sassower touch on global trade, supply shocks, capital flows, fiscal balances, investor positioning and currency volatility as the perceived safety of developed market debt is called into question.

This week's Espresso covers news from Addi, Avista, Plenna, Kira, and more!Outline of this episode:[00:30] – Addi secures $35M financing deal from BBVA Spark[00:38] – Avista secures $10M from Ninety One[00:46] – Plenna raises $6M Series A[01:00] – Kira raises $2M to launch AI-stablecoin fintech API[01:08] – Mexico's Banco Plata prices $120M bond offering[01:16] – AlugaMais secures $2M for 12-month rent advances[01:23] – Neon raises $129M in Series E extension round[01:44] – FiT acquires Neurona to expand fintech infrastructure in Latin AmericaResources & people mentioned:Startups: Neurona, Addi, Avista, Plenna, Kira, Plata, AlugaMais, Neon,VCs: BBVA Spark, Ninety One, Dalus Capital, New Ventures, Fondation Botnar, SRM Ventures, IFC, DEGOrganizations: FiT,People: Karla Berman,

Matete Thulare of RMB on PGMs – can the white metal prices continue higher? Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

Ninety One, managing £130.8bn, released a white paper, “The Unstoppable Dollar Meets the Immovable Mr Trump,” predicting the end of a 14-year US dollar upcycle. Sahil Mahtani, Head of Macro Research, told BizNews the dollar faces an inflection point driven by geopolitics, interest rates, investment trends, and currency interventions. He forecasts a potential 25% decline, signalling a multi-year bear market with implications for asset allocation. Mahtani notes investors are diversifying from US equities, potentially boosting non-US assets in emerging markets and Europe. He says the Chinese renminbi's global reserve status hinges on China easing capital controls.

Sahil Mahtani is Director Investment Institute at Ninety One in London.

Another episode by the Classic Gaming Brothers. This week we are talking about the history of 38 Studios and their game Kingdoms of Amalur: Reckoning!  -- Send us feedback on episodes at ClassicGamingBrothers@gmail.com (and have a chance at winning a free game!), comment on our Facebook or shoot us a DM. -- Make sure to like our pages and subscribe to our podcast on your favorite streaming service we are on most of them. -- Check us out on Twitch at https://Twitch.tv/classicgamingbrothers and YouTube @Classicgamingbrothers. -- We have a website, it is at https://www.classicgamingbrothers.com    -- Intro/Outro song is "The Little Broth" by Rolemusic from the album "The Black Dot". The BWP song when used is "The Black" also by Rolemusic

Sisamkele Kobus is Economics Analyst at Ninety One in Cape Town.

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

Peter Kent is Co-Head of Emerging Market Fixed Income at Ninety One in Cape Town.

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.

In this month's episode, Jennifer, Çınla, and François interview Giandomenica Becchio, Professor in the Department of Economics, Social Sciences, Mathematics, and Statistics at the University of Torino, about her 2024 book Political Economy and Economics: Gender Equality and Classical Liberalism (Palgrave). 

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.

This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United States. Today, that market cap sits at just $275 billion. The company generates an excess of $400 billion in sales annually and produces $40 billion in EBITDA as it touches every facet of the American healthcare system. To break down UnitedHealthcare, I'm joined by Stephanie Niven, a co-PM of the Global Sustainable Equity Strategy within the Sustainable Equity Team at Ninety One. Stephanie has been following the company since 2012 and she helps us to unravel this intricate business. We explore how UnitedHealthcare operates as a fully integrated healthcare system from its insurance arm to its high-margin health services business. We also dive into the concept of value-based care, the recent headwinds from Medicare Advantage scrutiny, and whether the market is mispricing this complex giant amidst regulatory noise and leadership changes. Please enjoy this breakdown of UnitedHealth Group. ⁠⁠Subscribe⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠ ⁠here⁠⁠. —- This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit⁠⁠ octus.com⁠⁠ to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠ joincolossus.com/episodes⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:51) Understanding the US Healthcare System (00:10:24) UnitedHealth Group's Origins and Evolution (00:13:41) UnitedHealth Group's Business Model (00:22:36) Optum: The Overlooked Powerhouse (00:29:24) Value-Based Care: A New Approach (00:34:51) Current State of US Healthcare System (00:36:49) Regulatory Scrutiny and Media Attention (00:37:27) Investor Concerns and Company Response (00:42:49) Structural vs. Cyclical Issues (00:48:42) UnitedHealth's Technological Edge (00:52:07) Political Risks and Regulatory Environment (00:57:16) Medicare Advantage: A Closer Look (01:02:02) Lessons from UnitedHealth's Strategy

Kea Nonyana from Scope Prime weighs in on whether local asset managers like Coronation, Ninety One, and Sygnia stand to benefit from rising markets. Harris Gore of Grovepoint Investment Management breaks down the state of US private credit and whether it's holding up. Plus, Thembinkosi Pantsi from the National Automotive Dealers Association unpacks the strong May vehicle sales and what they signal for the auto sector.

Ninety One het vandag sy finansiële resultate vir die boekjaar tot einde Maart bekend gemaak. Die wesensverdienste per aandeel is ongeveer 7% hoër, en die totale bates onder bestuur het met 4% gestyg. Die uitvoerende hoof, Hendrik du Toit, bespreek die resultate. 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 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.

Stephen Grootes chats to Ninety One CEO Hendrik du Toit about the firm’s annual results. Despite a tough year for value-focused managers, outflows halved as assets hit R3.1tn. 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.

This evening we dive into market movements with Sasfin Wealth, we speak to Ninety One and Spar about their respective results, RMB gives us insight into business confidence figures for Q2, we speak to Allan Gray about the price of optimism, and in our Executive Lounge segment we get to know Curro CEO Cobus Loubser. SAfm Market Update - Podcasts and live stream

Sasfin's David Shapiro runs us through the day's market developments, the JSE Top 40 hitting new highs, Ninety One results, how investors are responding to bad news, and what it takes to breach the 100k mark. SAfm Market Update - Podcasts and live stream

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

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.

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

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.

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

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.

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.

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.

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/

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