Trade shock accelerates China’s strategic pivot
Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.
Ninety One 22nd Apr 2025
Ninety One 17th Apr 2025
Nintey One | SVB's failure
SVB’s demise highlights the impact of repeated and rapid rate rises. Ninety One’s Iain Cunningham explains why this may be the beginning of a problem, not the end.
Ninety One 23rd Mar 2023
Ninety One | Inflation - 'sticky' for longer?
Predictions of the demise of inflation have been seemingly premature. Ninety One’s Iain Cunningham assesses whether it will “sticky” and thus keep interest rates elevated.
Ninety One 9th Mar 2023
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