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24.02.26 - 08:06
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Siow: Tariffs Impact Clearer for China (Bloomberg)
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China says it is closely watching the US government's plans to push ahead with levies using other trade tools. President Trump announced 10% global tariffs after the Supreme Court struck down his original sweeping duties. Alan Siow, Co-Head of EM Corporate Debt, Ninety One spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on how China is factoring in the changes despite tariff uncertainty. (Source: Bloomberg)...
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18.02.26 - 07:24
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Cheveley: Copper Being Dragged to US by Tariff Threats (Bloomberg)
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Gold advanced back above $4,900 an ounce as dip-buyers snapped up the metal after a two-day drop. Meanwhile copper rose, trimming losses earlier in the week, as risk assets including equities advanced in thin holiday trading. George Cheveley, Natural Resources Portfolio Manager at Ninety One spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the market performance. (Source: Bloomberg)...
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27.01.26 - 08:24
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Heyl: Still See Increasing Appetite for Gold as Safe Haven (Bloomberg)
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Gold rose, holding above $5,000 an ounce for a second day, as a weak US dollar helped to extend a blistering rally fueled by geopolitical risks and investor flight from sovereign bonds and currencies. Dawid Heyl, Natural Resources Portfolio Manager, Ninety One spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the yellow metal rally. (Source: Bloomberg)...
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18.12.25 - 06:18
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Top South Africa Fund Manager Sees 2026 Non-Resource Stock Rally (Bloomberg)
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Stocks of non-commodity South African companies look set to rally next year given they trade at a deep discount and trailed the performance of both local bonds and the wider equity gauge in 2025, according to a veteran fund manager at Ninety One Plc the nation's top investment firm....
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26.11.25 - 09:18
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UK Budget: Reeves Set To Unveil Budget & New Fed Chair Frontrunner | Daybreak Europe 11/26/2025 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Today's guests: John Stopford, Ninety One Managed Income Head & Legora CEO & Co-founder Max Junestrand
(Source: Bloomberg)...
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