Ninety One | Beyond the traditional
In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...
Ninety One 17th Mar 2025
Beyond the traditional
In the latest episode of From the Income Desk, Ninety One’s Jason Borbora-Sheen and Darpan Harar join Ellie Clapton to discuss the opportunities that lie beyond traditional fixed income alloc...
Ninety One 13th Mar 2025
Bonds back in focus
Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.
Ninety One 14th Oct 2024
Ninety One 3rd Oct 2024
Ninety One | From the Multi-Asset Income desk: reaching the debt ceiling
Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the...
Ninety One 15th Jun 2023
Ninety One | From the multi-asset income desk: Fed in focus
Ellie Clapton and Jason Borbora-Sheen discuss the recent move by the Fed to increase their balance sheet and why that doesn’t change their view on risk assets over the long term.
Reversal of fortunes: asset class outlook for 2022
For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?
Adviser-Hub 14th Mar 2022
This time it's different: what will drive markets in the year ahead?
2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...
Adviser-Hub 7th Mar 2022
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