The Investment Perspective, with Ninety One

Defying the sceptics

Any review of asset-class performance in 2024 would doubtless headline ‘Big Tech’, Bitcoin and geopolitics. But delving below the headline grabbers are unloved stocks that have surprised the sceptics. And to great effect. John Biccard discusses his big call ahead of the May 29th elections, how that played out and where he’s seeking opportunity now.

12 Dec 2024

22 minutes

John Biccard
Listen to the latest episodes of The Investment Perspective, with Ninety One podcast channel:

Subscribe to our Investment Perspective, with Ninety One podcast channel on Spotify and Apple Podcast or simply search for ‘Investment Perspective, with Ninety One podcast channel’ on your podcast app of choice.

Authored by

John Biccard
Portfolio Manager

Important information

All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only.

This is the copyright of Ninety One SA (Pty) Ltd and its contents may not be re-used without Ninety One's prior permission.

Ninety One SA (Pty) Ltd and Ninety One Investment Platform (Pty) Ltd are authorised financial services providers.