Latest / The Investment Perspective, with Ninety One
#25 Keeping your footing when markets feel like shifting sand
Hannes van den Berg, unpacks how the team is navigating 2025’s waves of volatility. From sentiment swings and shifting earnings trends to gold’s safe-haven rally and the trade tensions shaping global equities — this conversation offers a timely look at what’s working (and what’s not) and why conviction matters more than ever.
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The skinny
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