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The Big Picture podcast

Listen to the latest episodes on the Ninety One Big Picture podcast channel.
Listen to the latest episodes on the Ninety One Big Picture podcast channel.
Featuring frequent interviews with our investment professionals and special guests, subscribe to The Big Picture podcast channel on your app of choice to listen on the move or listen below.
Latest episodes
Episode 3413 min20 Jan 2023
Jason Borbora-Sheen | Why not to be enthusiastic off of recent US data

Market participants, so used to inflation surprises to the upside, were caught off guard when the latest US data came in below expectations. A startling risk asset class rally ensued. Jason Borbora-Sheen analyses the data, the likely reaction from the Fed, and also warns of being too enthusiastic on the back of one data point.