http://www.ninetyone.com en-uk © 2017 Investec Asset Management Investec Asset Management Investec Asset Management A collection of interviews and viewpoints from Investec Asset Management’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Investec Asset Management. The value of investments can fall as well as rise and losses may be made. In South Africa, Investec Asset Management is an authorised financial services provider. A collection of interviews and viewpoints from Ninety One’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Ninety One. The value of investments can fall as well as rise and losses may be made. In South Africa, Ninety One is an authorised financial services provider. no investing,investec,asset,managementduncan.alfers@investecmail.comInvestec Asset Management Ninety One Big Picture with Philip Saunders February 21 2020: Philip Saunders unpacks the Japanese economy following the release of the latest GDP numbers. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/philipsjapannumbers Fri, 21 Feb 2020 04:00:00 GMT 12:02 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Ninety One Big Picture with George Cheveley February 10 2020: George Cheveley travelled to Cape Town to take part in the annual Mining Indaba and reports back to Lindsay Williams on the key discussions from last week. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/georgecmining Mon, 10 Feb 2020 04:00:00 GMT 10:58 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Ninety One Big Picture with Nazmeera Moola February 7 2020: Nazmeera Moola outlines the current state of the South African economy and looks ahead to the upcoming ratings decision. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/nazratings2020 Fri, 7 Feb 2020 04:00:00 GMT 10:02 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Ninety One Big Picture with John Green January 27 2020: John Green talks to Lindsay Williams about the recently launched Planetary Pulse survey of 2000 UK pension fund members and their views on environmentally focused investing. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/johngpulse Mon, 27 Jan 2020 04:00:00 GMT 12:53 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Ninety One Big Picture with Nazmeera Moola January 20 2020: Nazmeera Moola discusses the decision by the South African Reserve Bank to cut rates. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/nazsarbcuts2020 Mon, 20 Jan 2020 04:00:00 GMT 5:03 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Archie Hart December 19 2019: Emerging markets are diverging from developed markets in response to slower economic growth. Hear from 4Factor’s Archie Hart on how emerging markets could reign supreme in 2020. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/archiehiv2020 Thu, 19 Dec 2019 04:00:00 GMT 8:59 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Therese Niklasson December 10 2019: Asset owners are under increasing pressure to ensure that their allocations fully incorporate ESG considerations. Therese Niklasson explains why, and outlines the sustainable investing trends likely to dominate in 2020. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/thereseniv2020 Tue, 10 Dec 2019 04:00:00 GMT 8:58 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Clyde Rossouw December 6 2019: Clyde Rossouw explains why he’s looking for companies that can drive their own earnings growth and that do not require investors to second-guess the growth cycle. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/clyderiv2020 Fri, 6 Dec 2019 04:00:00 GMT 7:16 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders December 3 2019: After a fretful year in markets, can we expect a late-cycle relief rally in 2020? Philip Saunders maps the investment outlook for the year ahead with Lindsay Williams. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/philipiv2020 Tue, 3 Dec 2019 04:00:00 GMT 8:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Sahil Mahtani November 18 2019: Investors are well aware of the urbanisation story in China. Yet it is rural China, making up 40% of the population, that is now becoming the key engine of its next great transformation. Sahil Mahtani and Lindsay Williams discuss this in our latest podcast. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/sahilruralchina Mon, 18 Nov 2019 04:00:00 GMT 10:52 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Chris Freund October 14 2019: Chris Freund discusses both global and South Africa markets over the last quarter and what to expect going forward. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/chrisfquarterly Mon, 14 Oct 2019 04:00:00 GMT 13:08 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders October 11 2019: Philip Saunders reviews global markets over the third-quarter and what to expect going forward. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/philipsquartleryrecessionwatch Fri, 11 Oct 2019 04:00:00 GMT 11:35 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford September 20 2019: John Stopford and Lindsay Williams discuss the US Federal Reserve Bank’s rate cut announcement this week. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/johnfedcut Fri, 20 Sep 2019 04:00:00 GMT 09:02 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Sisamkele Kobus September 4 2019: Sisamkele Kobus, fixed income analyst, discusses the release of South Africa’s second quarter GDP figures. Interview recorded on 3rd September. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/sisamkelegdp Wed, 4 Sep 2019 04:00:00 GMT 6:57 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jason Borbora-Sheen September 1 2019: Jason Borbora-Sheen and Lindsay Williams discuss the increasing talk of an impending recession. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/recessionwatchjasonb Sun, 1 Sep 2019 04:00:00 GMT 11:54 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston August 29 2019: Russell Silberston looks at what yesterday’s news of the request from the British Prime Minister to suspend parliament means for fixed income markets. Interview recorded on Wednesday 28th August 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/russbrexitfixedincome Thu, 29 Aug 2019 04:00:00 GMT 4:45 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders August 22 2019: Philip Saunders analyses the Fed minutes from last night and discusses how developments outside of the US are set to weigh on the Fed's decision-making. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/philipfedminutes Thu, 22 Aug 2019 04:00:00 GMT 13:16 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Tom Nelson August 20 2019: Transitioning to a low-carbon economy presents the most significant and urgent challenge faced by all of humanity today. In this in-depth podcast, Tom Nelson discusses why the climate crisis won’t be solved without social justice. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/tomjusttransition Tue, 20 Aug 2019 04:00:00 GMT 42:29 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Vivienne Taberer August 13 2019: Vivienne Taberer looks at yesterday’s shock primary win by Argentine presidential hopeful, Alberto Fernandez, and what this means for investors. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/vivienneargentina Tue, 13 Aug 2019 04:00:00 GMT 13:19 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders August 6 2019: Philip Saunders discusses this week’s sharp fall of the renminbi and what this means for the ongoing trade tensions between the United States and China. Interview recorded on 6 August. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/philipsrenminbi Tue, 6 Aug 2019 04:00:00 GMT 15:55 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston August 1 2019: In an interview conducted last night, Russell Silberston analyses the US Federal Reserve Bank’s rate cut announcement. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/silberstonratecut Thu, 1 Aug 2019 04:00:00 GMT 10:35 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston July 25 2019: Following the appointment of Boris Johnson as UK Prime Minister, Russell Silberston looks at the market reaction against the backdrop of Brexit uncertainty. Interview recorded on Tuesday 23rd July. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/silberstonprimeminister Thu, 25 Jul 2019 04:00:00 GMT 6:21 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power July 24 2019: Following the recent release of Chinese GDP figures and economic data from the USA, Michael Power discusses the ongoing trade tensions between the two countries along with a look at global markets. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/michaeltradenumbers Wed, 24 Jul 2019 04:00:00 GMT 11:12 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Malcolm Charles July 17 2019: Malcolm Charles sits down with Lindsay Williams to review the South African fixed income landscape as we enter the second half of the year. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/malcolmcfixed Wed, 17 Jul 2019 04:00:00 GMT 6:05 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Sahil Mahtani July 3 2019: Technology is quickly becoming the most significant area of competition in the US-China rivalry. How the tech war interacts with the ongoing trade dispute is the key question. Will a trade deal settle the issue in the near term? Sahil Mahtani and Lindsay Williams discuss. Interview recorded on June 28th 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/techwarsahil Wed, 3 Jul 2019 04:00:00 GMT 15:00 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Vivienne Taberer June 28 2019: Vivienne Taberer and Lindsay Williams discuss our recently released report, written in collaboration with the WWF, which looks at how advances in geo-spatial data are giving investors new tools to measure environmental risk in sovereign debt portfolios. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/satellitesvivienne Fri, 28 Jun 2019 04:00:00 GMT 14:55 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford June 21 2019: John Stopford discusses global markets and the reaction to moves from both the European Central Bank and the US Federal Reserve. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/centralbjohn Fri, 21 Jun 2019 04:00:00 GMT 10:23 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders June 11 2019: Lindsay Williams and Philip Saunders ponder the significance of the rally in equity markets amidst global growth concerns and talk of trade wars. Interview recorded on 7 June 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/hurrah Tue, 11 Jun 2019 04:00:00 GMT 12:03 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Nazmeera Moola June 3 2019: Nazmeera Moola discusses last week’s cabinet announcement from South African President Cyril Ramaphosa, following national government elections on the 8th of May. Interview recorded on 30 May 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/nazcabinet Mon, 3 Jun 2019 04:00:00 GMT 3:56 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders May 23 2019: Philip Saunders and Lindsay Williams delve into the established adage while reviewing global markets and major geo-political issues, with US/China trade tensions and Iran dominating the headlines. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/sellinmay Thu, 23 May 2019 04:00:00 GMT 12:47 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Nazmeera Moola and Jeremy Gardiner May 16 2019: With votes now counted and the ANC majority confirmed, Nazmeera Moola and Jeremy Gardiner unpack where South Africa stands. Go to this post to read more from Nazmeera https://www.investecassetmanagement.com/international/professional-investor/en/insight/investment-views/emerging-perspectives/south-africa-cements-the-foundations-for-its-future http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/electionsNazandJeremy Thu, 16 May 2019 04:00:00 GMT 12:47 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford May 10 2019: John Stopford, in an interview recorded on Thursday 9 May, looks at the ongoing trade tensions between the United States and China and its impact on global markets. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/tradeJohns Fri, 10 May 2019 04:00:00 GMT 10:00 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston May 3 2019: In an interview recorded on Thursday 2nd May 2019, Russell Silberston unpacks the recent updates from the US Federal Reserve and Bank of England. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/centralbankRS Fri, 3 May 2019 04:00:00 GMT 09:08 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Tom Nelson April 30 2018: Tom Nelson discusses the challenge of decarbonization, the transition to a new world of energy and the risks and opportunities it brings. Find out more https://www.investecassetmanagement.com/en/insight/investment-institute/energy-3-0. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/energy30tom Tue, 30 Apr 2019 04:00:00 GMT 14:16 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders and Sahil Mahtani April 24 2018: Philip Saunders and Sahil Mahtani look at why de-dollarisation could be the story of the next cycle. Find out more at http://www.investecassetmanagment.com/dedollarisation . http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/dedollar Wed, 24 Apr 2019 04:00:00 GMT 11:58 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Wenchang Ma April 10 2018: Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/WenchangMwhy Wed, 10 Apr 2019 04:00:00 GMT 10:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford April 4 2018: John Stopford reviews a cautiously optimistic first quarter of 2019 for developed markets but with a warning that the clock is ticking. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/JohnSclock Thu, 4 Apr 2019 04:00:00 GMT 8:59 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power March 29 2018: Michael Power looks at the potential implications of the inverted yield-curve and what this means for the likelihood of a recession. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/MichaelPinverted Fri, 29 Mar 2019 04:00:00 GMT 8:44 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Green March 26 2018: John Green talks to Lindsay Williams about how the investment industry can focus on positive action to address the questions of sustainability and climate change. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/JohnG Tue, 26 Mar 2019 04:00:00 GMT 14:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jeremy Gardiner March 18 2018: Jeremy Gardiner unpacks his recent presentation to financial advisors around South Africa. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/JeremyGTS Mon, 18 Mar 2019 04:00:00 GMT 9:59 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston March 13 2018: Russell Silberston talks to Lindsay Williams about UK markets, following the latest rejection of the Brexit deal by British MPs. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/RussellSBrexit Wed, 13 Mar 2019 04:00:00 GMT 7:32 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Nazmeera Moola February 22 2018: Nazmeera Moola reacts to the 2019 South African budget speech, delivered by Finance Minister Tito Mboweni on the 20th of February. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/NazmeeraMbudget Fri, 22 Feb 2019 04:00:00 GMT 10:36 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power February 19 2018: Michael Power updates Lindsay Williams on his recent trip to South East Asia. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/MichaelPSE Tue, 19 Feb 2019 04:00:00 GMT 10:22 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with George Cheveley February 12 2018: George Cheveley attended the Mining Indaba in Cape Town and reports back to Lindsay Williams on themes coming out of the annual gathering of the mining industry. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/GeorgeC Tue, 12 Feb 2019 04:00:00 GMT 9:03 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Clyde Rossouw February 8 2018: Clyde Rossouw and Lindsay Williams look at quality investing in 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/ClydeR2 Fri, 8 Feb 2019 04:00:00 GMT 7:09 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Archie Hart February 4 2018: Portfolio Manager, Archie Hart, looks at emerging market equities and discusses the ongoing US/China trade talks. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/Archieh Mon, 4 Feb 2019 04:00:00 GMT 13:24 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston January 16 2018: Russell Silberston talks to Lindsay Williams following the historic Brexit defeat, which saw MPs reject the plan by a majority of 230. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/RussellBrexit Wed, 16 Jan 2019 04:00:00 GMT 11:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Therese Niklasson December 20 2018: In our mini-series, Investment Views 2019, Therese Niklasson looks at the year ahead for ESG. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/ThereseNIV Thu, 20 Dec 2018 04:00:00 GMT 10:21 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Alastair Mundy December 17 2018: In our mini-series, Investment Views 2019, Alastair Mundy looks at the role of central banks in the next cycle and what Brexit means for 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/AlastairMIV Mon, 17 Dec 2018 04:00:00 GMT 10:22 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Peter Eerdmans December 13 2018: In our mini-series, Investment Views 2019, Peter Eerdmans discusses what 2019 holds in store for emerging markets. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/PetereerdIV Thu, 13 Dec 2018 04:00:00 GMT 13:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Alessandro Dicorrado December 12 2018: In our mini-series, 2019 Investment Views, Alessandro Dicorrado sees 2019 as being the moment of truth where we will see which asset classes have been the most distorted over the last decade. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/AllesDicIV Wed, 12 Dec 2018 04:00:00 GMT 10:44 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Tom Nelson December 10 2018: In our mini-series, Investment Views 2019, Tom Nelson looks at prospects for the resources sector in 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/TomNIV Mon, 10 Dec 2018 04:00:00 GMT 11:41 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jason Borbora December 6 2018: In our mini-series, 2019 Investment Views, Jason Borbora looks ahead to the next year, where he sees security selection looking evermore critical as the cycle nears its inevitable end. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/JasonBIV Thu, 6 Dec 2018 04:00:00 GMT 11:56 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Wilfred Wee December 4 2018: In our mini-series, 2019 Investment Views, Wilfred Wee explains why modest growth and inflation in China place bonds in a sweet spot. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/WilfredWeeIV Tue, 4 Dec 2018 04:00:00 GMT 8:11 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders November 29 2018: In our mini-series, 2019 Investment Views, Philip Saunders looks ahead at what’s in store for asset classes in 2019. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/philipsIV Thu, 29 Nov 2018 04:00:00 GMT 17:41 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Simon Brazier November 19 2018: Simon Brazier discusses the investment opportunities that exist amid the volatility surrounding Brexit negotiations. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/simonb Mon, 19 Nov 2018 04:00:00 GMT 11:02 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jeremy Gardiner November 12 2018: Jeremy Gardiner discusses unpredictable US/China trade war tensions, “sugary growth” and its impact on South Africa and emerging markets. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/jeremyg Mon, 12 Nov 2018 04:00:00 GMT 8:27 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston October 31 2018: Russell Silberston reviews the UK budget announcement, delivered by Chancellor Philip Hammond on the 29th of October 2018. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/russell Wed, 31 Oct 2018 04:00:00 GMT 9:06 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Wenchang Ma October 24 2018: Portfolio Manager Wenchang Ma discusses the investment case for China and why we can expect to see continued trade war tensions with the US. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/sY5NzaB2bxh.mp3?format=neutral_mp3 Wed, 24 Oct 2018 04:00:00 GMT 10:08 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power October 18 2018: Michael Power maps out October’s market selloff and what it means for the current bull market run. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/kuKB26udc96.mp3?format=neutral_mp3 Thu, 18 Oct 2018 04:00:00 GMT 8:15 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Vivienne Taberer October 15 2018: Following the first-round elections in Brazil, Jair Bolsonaro and Fernando Haddad will face off for the presidency on the 28th of October. As the market leans toward a victory for Bolsonaro, Vivienne Taberer, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the current situation in Brazil and what these elections mean for emerging markets. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/jjxeZO1xX7I.mp3?format=neutral_mp3 Mon, 15 Oct 2018 04:00:00 GMT 7:46 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Rhynhardt Roodt October 2 2018: Having evolved from a way to conquer chess grandmasters, the field of artificial intelligence has gained significant momentum due to the technological advancements in the last two decades. Rhynhardt Roodt, portfolio manager at Investec Asset Management, discusses the investment implications for this. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/xhyJMWp4f1b.mp3?format=neutral_mp3 Tue, 2 Oct 2018 04:00:00 GMT 8:04 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford September 27 2018: John Stopford argues that we need to be looking at more longer-term market forces as he describes the shift in demographic drivers and the debt supercycle. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/975fSsJxB4R.mp3?format=neutral_mp3 Thu, 27 Sep 2018 04:00:00 GMT 9:24 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power September 19 2018: Even if Donald Trump destroys global supply chains, Michael Power argues that is probably too late to rebuild much of the US’s industrial base. Besides the fact that China knows how to make pretty much all that US Inc has been contract-assembling in China, it no longer needs to copy foreign ideas. It is inventing its own. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/FYci4p1OXkk.mp3?format=neutral_mp3 Wed, 19 Sep 2018 04:00:00 GMT 10:36 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Tom Nelson September 14 2018: Tom Nelson tracks the shift in the global energy supply mix and discusses how China is setting the tone in terms of renewable energy. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/eUHf3ocV9kT.mp3?format=neutral_mp3 Fri, 14 Sep 2018 04:00:00 GMT 10:33 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jason Borbora September 5 2018: With September marking the 10-year anniversary of the Lehman Brothers collapse, Jason Borbora looks at what we’ve learnt in the past 10 years and what we might still need to learn. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/LcVijhK2AWn.mp3?format=neutral_mp3 Wed, 5 Sep 2018 04:00:00 GMT 9:37 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Spinks August 28 2018: Michael Spinks, Portfolio Manager at Investec Asset Management, discusses the record bull run in an interview with Lindsay Williams recorded on the 24th August 2018. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/89T3Erjt60U.mp3?format=neutral_mp3 Tue, 28 Aug 2018 04:00:00 GMT 9:37 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston August 22 2018: With gold languishing at under $1200, Russell Silberston, Portfolio Manager at Investec Asset Management, discusses why gold should be viewed as a currency when considering its status as a ‘safe haven’ asset. Commodity prices can be extremely volatile and significant losses may be made. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/I52F8Dper7w.mp3?format=neutral_mp3 Wed, 22 Aug 2018 04:00:00 GMT 6:43 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Grant Webster August 15 2018: Grant Webster, Portfolio Manager at Investec Asset Management, and Lindsay Williams examine the current crisis in Turkey and what it means for investors. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/xEJzpW6PXgc.mp3?format=neutral_mp3 Wed, 15 Aug 2018 04:00:00 GMT 8:21 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Blake Hutchins August 10 2018: Blake Hutchins and Lindsay Williams discuss UK’s record quarterly dividend haul. https://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/moPhf18S9yj.mp3?format=neutral_mp3 Fri, 10 Aug 2018 04:00:00 GMT 5:41 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston July 31 2018: In an interview on 31 July 2018, Russell Silberston and Lindsay Williams discuss the role of central banks, looking at some key decisions happening around the world this week. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/oIc91KKh4pr.mp3?format=neutral_mp3 Tue, 31 Jul 2018 04:00:00 GMT 12:23 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston July 25 2018: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams on the US economy, the Federal Reserve Bank’s current interest rate policy and the global impact of trade wars. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/SQ46jLzbMJe.mp3?format=neutral_mp3 Wed, 25 Jul 2018 04:00:00 GMT 12:29 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford July 5 2018: John Stopford looks at the ongoing trade wars whilst emphasising a selective approach going forward. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/aipHA7Mcm69.mp3?format=neutral_mp3 Thu, 5 Jul 2018 04:00:00 GMT 09:23 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Wilfred Wee June 18 2018: Wilfred Wee, Portfolio Manager at Investec Asset Management, discusses the upcoming conditional inclusion of Chinese bonds in the Bloomberg Barclays Global Aggregate Index. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/flwTceSoySH.mp3?format=neutral_mp3 Mon, 18 Jun 2018 04:00:00 GMT 10:05 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Hanré Rossouw June 13 2018: Despite the strong performance from diversified miners this year, investors remain wary of resources. Hanré Rossouw discusses the opportunities in a sector where valuations are still not stretched. Commodity prices can be extremely volatile and significant losses may be made. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/KAQyKoo2jkG.mp3?format=neutral_mp3 Wed, 13 Jun 2018 04:00:00 GMT 5:18 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power June 05 2018: Michael Power reflects on how much longer an emerging markets index can continue to embrace, as its core weight, a country that within a decade may well have the world’s largest economy.Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/8amIvF9ocrV.mp3?format=neutral_mp3 Tue, 5 Jun 2018 04:00:00 GMT 10:39 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford May 31 2018: John Stopford looks at the recent political turmoil in Italy and whether he sees the country leaving the European Union. http://dts.podtrac.com/redirect.mp3/investecam.kuluvalley.com/asset/JIYRbQk9y5y.mp3?format=neutral_mp3 Thu, 31 May 2018 04:00:00 GMT 9:12 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jeff Boswell March 8 2018: Jeff Boswell, strategy leader at Investec Asset Management, discusses the opportunities available in credit markets with Lindsay Williams. http://investec-3231e841.s3-eu-west-1.amazonaws.com/JEFF%20BOSWELL%200503.mp3 Thu, 8 Mar 2018 04:00:00 GMT 10:37 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston December 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the Japanese Yen and the impact of ‘Abenomics’. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/P7cHo2PLr8P/neutral_mp3.mp3 Thu, 7 Dec 2017 05:00:00 GMT 10:16 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford December 1 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, looks at some key themes for investing in 2018 with Lindsay Williams. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/AQu0pyAjLGa/neutral_mp3.mp3 Fri, 1 Dec 2017 05:00:00 GMT 10:29 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Therese Niklasson November 24 2017: Therese Niklasson, Global Head of ESG for Investec Asset Management, discusses key environmental, social and governance (ESG) themes and how these need to be integrated into the investment process. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/HKalJUMTohp/neutral_mp3.mp3 Fri, 24 Nov 2017 06:00:00 GMT 07:11 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power November 20 2017: Michael Power, Strategist at Investec Asset Management, looks back at President Trump’s first year in office. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/Tb4aWIdQMOn/neutral_mp3.mp3 Mon, 20 Nov 2017 06:00:00 GMT 08:11 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Tom Nelson November 10 2017: Tom Nelson, Head of Natural Resources at Investec Asset Management, discusses the future of energy as the world gathers in Germany for the 23rd UN climate change conference – COP23. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/MtUPmBHLcil/neutral_mp3.mp3 Fri, 10 Nov 2017 07:00:00 GMT 08:36 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston November 3 2017: Russell Silberston, Head of Multi-Asset Absolute Return, comments on the Bank of England’s decision to raise rates for the first time in ten years. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/MH4glutcojQ/neutral_mp3.mp3 Fri, 03 Nov 2017 02:41:00 GMT 08:16 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Niall Hartnett November 1 2017: Niall Hartnett, Analyst at Investec Asset Management, unpacks the challenges and opportunities around the increased adoption of electric vehicles. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/fXXVe4G5Gc3/neutral_mp3.mp3 Wed, 01 Nov 2017 06:30:00 GMT 08:45 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders October 26 2017: Philip Saunders discusses China’s prospects following the 19th Communist Party Congress. Investing in China: Investment in mainland China may involve a higher risk of financial loss when compared with countries generally regarded as being more developed. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/viIDaX4eZ3S/neutral_mp3.mp3 Thu, 26 Oct 2017 07:30:00 GMT 11:17 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power October 17 2017: Michael Power, Strategist at Investec Asset Management, provides an update on key markets during his trip to Latin America and the Middle East. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/bsEg7ya52L9/neutral_mp3.mp3 Tue, 17 Oct 2017 07:30:00 GMT 12:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders October 11 2017: Philip Saunders, Portfolio Manager at Investec Asset Management, discusses China’s ‘new economy’ ahead of the 19th National Congress of the Communist Party being held next week. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/QuraPrYaDoX/neutral_mp3.mp3 Wed, 11 Oct 2017 07:30:00 GMT 11:20 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jeremy Gardiner September 20 2017: Jeremy Gardiner, Director at Investec Asset Management, discusses global markets and the current situation in South Africa, with limited time for the country to fix itself. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/wTaz2hsISrk/neutral_mp3.mp3 Wed, 20 Sep 2017 10:30:00 GMT 12:21 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford September 14 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, talks to Lindsay Williams about the current political climate in some of Europe’s key markets. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/eRjm4WIJGX0/neutral_mp3.mp3 Thu, 14 Sep 2017 10:30:00 GMT 08:11 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston September 7 2017: Russell Silberston, Portfolio Manager at Investec Asset Management, discusses the ongoing Brexit negotiations and its impact on the pound. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/zambr2kR1Hl/neutral_mp3.mp3 Thu, 07 Sep 2017 10:30:00 GMT 11:23 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders September 1 2017: Philip Saunders, co-head Multi-Asset Growth at Investec Asset Management, discusses the relatively weak dollar and its impact on global markets. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/tVYHI1AmVBx/neutral_mp3.mp3 Fri, 01 Sep 2017 10:00:00 GMT 10:30 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Jason Borbora August 23 2017: Jason Borbora, Assistant Portfolio Manager at Investec Asset Management, argues that correlation needs to be viewed in combination with other characteristics to get a fuller appreciation of an investment’s behavior. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/mkhUOlmeseD/neutral_mp3.mp3 Wed, 23 Aug 2017 16:45:00 GMT 10:22 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Ken Hsia August 21 2017: Ken Hsia, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about what he sees as the foundations for a reasonable economic recovery in Europe. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/E4IuQHH1YUp/neutral_mp3.mp3 Mon, 21 Aug 2017 09:15:00 GMT 04:27 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Nazmeera Moola August 11 2017: Nazmeera Moola, Co-Head of SA and Africa Fixed Income at Investec Asset Management, discusses the continued impact of the South African cabinet reshuffle on the economy of the country. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/GkwTEGM3fzJ/neutral_mp3.mp3 Fri, 11 Aug 2017 15:29:00 GMT 10:14 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders August 02 2017: Philip Saunders, co-head Multi-Asset Growth at Investec Asset Management, talks with Lindsay Williams about global markets, the impact of US Dollar strength and the Euro rally. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/gpGFqJAi5V3/neutral_mp3.mp3 Wed, 02 Aug 2017 09:19:00 GMT 09:16 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford July 19 2017: John Stopford, Head of Multi-Asset Income at Investec Asset Management, discusses inflation and central bank policy in key global markets with Lindsay Williams. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/wHmcmfQdHOG/neutral_mp3.mp3 Wed, 19 Jul 2017 12:25:00 GMT 11:38 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Michael Power July 18 2017: Michael Power, Strategist at Investec Asset Management, talks to Lindsay Williams following the release of Chinese GDP data for the second quarter of 2017. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/TtSMvhzw7yA/neutral_mp3.mp3 Tue, 18 Jul 2017 13:02:00 GMT 10:48 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Russell Silberston July 12 2017: Russell Silberston talks to Lindsay Williams about the shift in interest rate emphasis from central banks. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/ftLjvZkhVz2/neutral_mp3.mp3 Wed, 12 Jul 2017 08:51:00 GMT 12:08 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Philip Saunders June 23 2017: Philip Saunders and Lindsay Williams discuss the concept of quantitative tightening. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/SGirvL1P6VU/neutral_mp3.mp3 Fri, 23 Jun 2017 11:17:00 GMT 04:17 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with John Stopford June 14 2017: John Stopford and Lindsay Williams discuss the recent UK elections and its implications for ‘Brexit’ negotiations. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/xjAVtBNFSGL/neutral_mp3.mp3 Wed, 14 Jun 2017 09:15:00 GMT 07:23 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Nazmeera Moola June 8 2017: Nazmeera Moola talks to Lindsay Williams about the opportunities around infrastructure investments in emerging Africa. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/9zXaulWgsug/neutral_mp3.mp3 Thu, 8 Jun 2017 16:08:00 GMT 11:08 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management Investec Asset Management Big Picture with Hanré Rossouw June 7 2017: Hanré Rossouw provides an update on global commodity markets, in particular looking at the investment cases for gold and platinum. Investments in commodities can be volatile and subject to high risk of loss. http://dts.podtrac.com/redirect.mp3/cdn.qumucloud.com/origin/public/investecam.kuluvalley.com/gX2mzp47ano/neutral_mp3.mp3 Wed, 7 Jun 2017 10:50:00 GMT 09:12 no duncan.alfers@investecmail.com (Investec Asset Management )investing,investec,asset,management