The Big Picture podcast

Listen to the latest episodes on the Ninety One Big Picture podcast channel.
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Latest episodes
Episode 529 min11 Apr 2024
A new capex supercycle

A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.