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Sahil Mahtani
Director of Ninety One’s Investment Institute, responsible for macro, thematic, and asset allocation research, based in London.
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Aug 26, 2025
• 24min
The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One
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Sahil Mahtani, Director of Ninety One’s Investment Institute, dives into the dynamic forces shaping the dollar amidst today’s economic landscape. He discusses historical dollar cycles and how structural factors maintain its dominance in global finance. The conversation touches on the inertia of the dollar, geopolitical changes, and the potential impact of recent political events. Sahil’s insights provide a captivating look at how macroeconomic and institutional trends could lead to major transformations in the currency's future.
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