Latest / The Investment Perspective, with Ninety One
#61 Could the momentum run out?
In 2025, quality investing was overshadowed by AI exuberance, precious metals and momentum-driven market leadership. As volatility re-enters the picture, those same forces are being tested. Sumesh Chetty reflects on why the balance between growth, valuation and resilience is becoming harder to ignore. From gold’s rise to a reassessment of South African assets, he explores what may matter more as 2026 unfolds.
Hosted on Acast. See acast.com/privacy for more information.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.