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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