Adviser-Hub articles

Articles tagged: NINETY ONE
nione_defen210125 Podcast

Ninety One | Defensive income: a steady beacon amid potential disorder

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, Ninety One’s John Stopford sees better opportunities beyond traditional markets...

Ninety One 21st Jan 2025

nione5_earn140125 Partner Zone

Quality earnings are more predictable than the market

Ninety One’s Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.

Ninety One 14th Jan 2025

nione4_beyond140125 Partner Zone

Beyond the headlines: uncovering opportunities in emerging markets

Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.

Ninety One 14th Jan 2025

nione3_defen140125 Partner Zone

Build defences and diversify your income sources

Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer … investors seeking steady income and portfolio resilience shou...

Ninety One 14th Jan 2025

nione2_opport140125 Partner Zone

Opportunities at a low point in the sentiment cycle

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of r...

Ninety One 14th Jan 2025

nione1_building140125 Partner Zone

A building global recovery

Ninety One’s Philip Saunders and Sahil Mahtani explore where the smart capital will be heading in 2025 – and where the pitfalls lie.

Ninety One 14th Jan 2025

nione_hidgem070125 Partner Zone

Hidden GEMs: how to stop worrying and learn to live with (if not love) tariffs

Ninety One’s Alan Siow, Co-Head of Emerging Market Corporate Debt, explains why a new US tariff regime, while potentially creating some turbulence, need not be the existential threat that som...

Ninety One 7th Jan 2025

nione_fash070125 Partner Zone

Delivering fashionable returns

Anna Farmbrough explains why Ninety One’s Quality team believes that Next, with its market-leading online platform and innovative approach to growth, is well placed to deliver sustained growt...

Ninety One 7th Jan 2025

nione_third070125 Partner Zone

The third lever

Monetary, fiscal, migration: Ninety One explores how the US recession was averted in 2022-2023.

Ninety One 7th Jan 2025

nione_nat070125 Partner Zone

Five reasons to allocate to natural resources equities (it’s not just about inflation!)

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 7th Jan 2025

nion_em030125 Analysis & Opinion

Emerging markets and the transition finance opportunity

Ninety One’s Matt Christ and Karen Shackleton discuss the relevance of emerging markets for the global transition to net zero.

Ninety One 3rd Jan 2025

nione_yrballta Partner Zone

The year of the ballot

FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha, says Ninety One.

Ninety One 5th Dec 2024

nione_trump261124 Partner Zone

Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham examines how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system. <...

Ninety One 5th Dec 2024

nione_balan211124 Partner Zone

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 5th Dec 2024

nione_alcon271124-1 VIDEO

Ninety One | Looking into Alcon

Ninety One’s portfolio manager Abrie Pretorius details why our Quality team believes that Alcon – with its dominant position in the eye care market and strong balance sheet – is w...

Ninety One 27th Nov 2024

nione_trump261124 Podcast

Ninety One | Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham discusses the implications of trade policy, examining how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and...

Ninety One 26th Nov 2024

nione_balan211124 Analysis & Opinion

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 21st Nov 2024

ninone_china201124 Partner Zone

China: recovery or relapse?

The rollout of China’s most substantial stimulus package in years raises the question: should investors reassess their stance on China? Ninety One investigates.

Ninety One 20th Nov 2024

ninone_quality201124 Partner Zone

Quality: an evolution of positioning, but not principles

Clyde Rossouw explains why the inherent adaptability of his team’s Quality approach has enabled the constituents of Global Franchise to evolve over time, without compromising their purist qua...

Ninety One 20th Nov 2024

ninone_uselection201124 Partner Zone

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute, reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters....

Ninety One 20th Nov 2024

ninone_uselect2201124 Partner Zone

US election 2024

Ninety One’s Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.

Ninety One 20th Nov 2024

ninone_alcon201124 Partner Zone

Looking into Alcon

In this short video, Ninety One’s portfolio manager Abrie Pretorius details why Alcon is well placed to benefit from the structural growth opportunity that the industry offers.

Ninety One 20th Nov 2024

nione_decarb191124 Analysis & Opinion

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Ninety One’s Deirdre Cooper considers what lies ahead for investors in global decarbonisation.<...

Ninety One 19th Nov 2024

nione_usele141124 Analysis & Opinion

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.<...

Ninety One 14th Nov 2024

hub-exclusives-banner-alternatives-32 Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.

Ninety One 14th Nov 2024

hub-exclusives-banner-alternatives-32 Analysis & Opinion

EM equities: five factors point to a rebound

The emerging market (EM) equity asset class has approached a turning point more than once over recent years.

Ninety One 13th Nov 2024

nione_mac311024 Partner Zone

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 5th Nov 2024

nione_mac311024 Analysis & Opinion

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 31st Oct 2024

ninety_podcsta Podcast

Ninety One | Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025 – Ninety One’s Paul Gooden explains there are still op...

Ninety One 29th Oct 2024

ninone_biodiv221024 Analysis & Opinion

Introducing Ninety One’s Sovereign Biodiversity Index

Ninety One presents an index that provides a quantitative way for investors to assess nature and biodiversity risks at the national level.

Ninety One 22nd Oct 2024

ninety_podcsta Partner Zone

Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025. Ninety One’s Paul Gooden explains there are still opportuni...

Ninety One 22nd Oct 2024

ninone_gold221024 Partner Zone

Notes from the road: why investors should take heart from a ‘sober’ gold-sector gathering

Gold is at record highs, yet attendance at the biggest annual gold-industry conference was well below average, which says something useful about sentiment and what investors can expect, says Ninety...

Ninety One 22nd Oct 2024

ninone_macro141024-1 Podcast

Ninety One | Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 15th Oct 2024

ninone_macro141024-1 Partner Zone

Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 14th Oct 2024

sch_bonds141024 Partner Zone

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

nineo_mknature111024 Analysis & Opinion

Making nature count: an investor’s perspective

Ninety One’s Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

Ninety One 11th Oct 2024

ninone_macro141024-1 Partner Zone

US yield curve dis-inversion: what it means and how to trade it

Ninety One’s Alex Holroyd-Jones discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it should continue steepening.

Ninety One 8th Oct 2024

nineo_bondsfcus31024a Analysis & Opinion

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 3rd Oct 2024

nineo_disloc24924a Partner Zone

Picture this: dislocation and distress in high-yield debt

The combination of historically expensive valuations and elevated levels of distress makes the high-yield corporate debt market an unattractive destination today. Investors can find a much better r...

Ninety One 24th Sep 2024

nineo_airevol24924a Analysis & Opinion

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy – as a result, the growth opportunity across the clean-tech value chain is multiplying, says Ninety One.

Ninety One 24th Sep 2024

ninety_qualitya Partner Zone

Ninety One's definition of a quality company

The definition of 'quality' can be subjective – Ninety One's Clyde Rossouw explains why we are drawn to businesses that possess five key attributes.

Ninety One 19th Sep 2024

hubex_dawn217924a VIDEO

How UK markets are changing – panel discussion video #2

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 17th Sep 2024

hubex_16924vid1a-1 VIDEO

Can political and economic stability drive UK equities? – panel discussion video #1

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 16th Sep 2024

nine_fivea Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One analyses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 13th Sep 2024

nine_decadea Partner Zone

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. Ninety One discusses how this evolution has transformed the investment l...

Ninety One 11th Sep 2024

nine_fivea Partner Zone

EM equities: five factors point to a rebound

Ninety One analyses assesses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 11th Sep 2024

ninety_podcsta Podcast

Ninety One | US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 5th Sep 2024

ninety_podcsta Podcast

Ninety One | Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower – though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 5th Sep 2024

ninety_qualitya VIDEO

Ninety One | Our definition of a Quality company

We spend our time looking for quality companies, but the definition of ‘quality’ can be subjective. Ninety One’s Clyde Rossouw explains why we are drawn to busi...

Ninety One 4th Sep 2024

ninety_podcsta Partner Zone

US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 3rd Sep 2024

Article-London-01 Analysis & Opinion

Can political and economic stability drive UK equities?

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 2nd Sep 2024

ninety_finanmrka Analysis & Opinion

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

Ninety One 28th Aug 2024

ninebottma Partner Zone

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 28th Aug 2024

nine_falla Partner Zone

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 28th Aug 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest, and highlights several warning signs for investors to note.

Ninety One 28th Aug 2024

ninety_chgmarkta Partner Zone

Find value in a changing market

Beware the ‘cyclical’ case for value – hoping the market will re-rate value stocks en masse – and find out why Ninety One’s Value team believes in a ‘structural&...

Ninety One 28th Aug 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...

Ninety One 20th Aug 2024

nine_falla Partner Zone

Anatomy of a fall

Ninety One’s Sahil Mahtani, Head of Macro Research, discusses how a growth scare, in the context of an almighty positioning unwind, should not detract from what is still likely to be a soft l...

Ninety One 20th Aug 2024

ninety_highlonga Podcast

Ninety One | Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 20th Aug 2024

ninetyo_riskconca Partner Zone

There’s more to active risk than concentration

Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...

Ninety One 13th Aug 2024

ninetyo_navema Partner Zone

Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 13th Aug 2024

nine_activelya Podcast

Ninety One | Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 8th Aug 2024

ninetyo_marketa Partner Zone

Understanding an increasingly concentrated market

The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.

Ninety One 30th Jul 2024

ninetyo_ballota Partner Zone

The year of the ballot

More than 50 countries go to the polls in 2024 – with FX volatility likely, Ninety One has produced this piece to help investors navigate this year.

Ninety One 30th Jul 2024

ninetyo_quartreviewa Partner Zone

Quarter two in review

It was a mixed second quarter for capital markets, with various election results driving up volatility.

Ninety One 30th Jul 2024

nineone_asharesa Podcast

Ninety One | China A-shares are back

Ninety One’s Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

Ninety One 24th Jul 2024

ninety_chgmarkta VIDEO

Ninety One | Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

nineone_broada Partner Zone

Picture this: a broader horizon brings better value

A preference for quality has seen many high-yield investors flock to a part of the credit market that offers poor value. Those with flexibility to explore further afield can find higher-quality ass...

Ninety One 2nd Jul 2024

nineone_fivereaa Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 2nd Jul 2024

usfiscal20624a Analysis & Opinion

US fiscal consolidation? Not in 2025

Ninety One’s Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role and, as investors navigate a new policymaking world, he considers what they shoul...

Ninety One 20th Jun 2024

nione_usfiscla Partner Zone

US fiscal consolidation? Not in 2025

Multi-Asset team analyst Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a new policymaking world, he considers what they sho...

Ninety One 19th Jun 2024

nineo_impgrwa Partner Zone

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 19th Jun 2024

nione_yrballta Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. Ninety One has produced this piece to help investors navigate this year: th...

Ninety One 19th Jun 2024

nione_easteua Partner Zone

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

Ninety One’s Roger Mark shares insights gained from his recent trip to Central and Eastern Europe, where broad macroeconomic trends appear positive.

Ninety One 19th Jun 2024

nineo_impgrwa Analysis & Opinion

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 13th Jun 2024

nineo_1a Partner Zone

Notes from the road: a new phase for China’s property market

Read Ninety One’s latest views following a recent research trip across China.

Ninety One 5th Jun 2024

nineo_2a Partner Zone

Beyond correlations: real considerations for alternatives

Correlation is often seen as the holy grail of investors – however, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

Ninety One 5th Jun 2024

nineo_3a Partner Zone

A role for EM sovereign debt after a decade of US high yield dominance

The US high yield market’s relatively allure has increased, but the caveat ‘past performance is not a reliable indicator of future returns’ is particularly valid in this case.

Ninety One 5th Jun 2024

nineo_4a Partner Zone

Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 5th Jun 2024

nineo_amerifrana VIDEO

Ninety One | American Franchise: looking beyond the top line

Watch Joseph Knight and William Nott from the Ninety One Quality team discuss why it is the quality of revenue that matters, not the quantity.

Ninety One 4th Jun 2024

nineo_gilt30524a Podcast

Ninety One | Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 30th May 2024

nineo_susuba Analysis & Opinion

Tackling health, climate and inequality

What do mouthwash, clean stoves and parametric insurance all have in common? Find out as Ninety One’s Stephanie Niven chats with Paul Ronalds, CEO of Global Ventures at Save the Children.

Ninety One 22nd May 2024

ninety_asmla Analysis & Opinion

ASML: shaping the future

ASML’s machines print the chips that power our everyday lives – Ninety One’s William Nott explains why the business meets the threshold to be considered a quality stock.

Ninety One 22nd May 2024

nineo_usfrana Partner Zone

American Franchise: looking beyond the top line

It’s the quality of revenue that matters, not the quantity – Ninety One’s Paul Vincent and William Nott explain why focusing on resilient revenue models translates into more predi...

Ninety One 22nd May 2024

nineo_ballota Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. With that in mind, Ninety One has produced this piece to help investors nav...

Ninety One 22nd May 2024

ninety_imfa Podcast

Ninety One | IMF Spring Meetings: aligning perceptions with reality

The spring meetings of the World Bank and the IMF saw a shift in sentiment towards emerging markets, according to Ninety One’s fixed income portfolio managers Thys Louw, Christine Reed and Ni...

Ninety One 16th May 2024

ninety_asmla VIDEO

Ninety One | ASML: shaping the future

ASML’s machines print the chips that power our everyday lives. It has quietly become Europe’s third most valuable company, and it keeps growing. Portfolio Manager William Nott talks us...

Ninety One 16th May 2024

ninety_dralphaa Partner Zone

How active can drive alpha

Every investor has probably formed their own opinion on this topic: let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the long ter...

Ninety One 10th May 2024

ninety_vala Partner Zone

Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 10th May 2024

ninety_allnotha Partner Zone

All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of...

Ninety One 10th May 2024

ninety_dralphaa Podcast

Ninety One | How active can drive alpha

Every investor has probably formed their own opinion on this topic – let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the l...

Ninety One 1st May 2024

ninety_vala Podcast

Ninety One | Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 1st May 2024

ninety_allnotha Podcast

Ninety One | All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of going bust, says Ninety One.

Ninety One 1st May 2024

Article-America-02-2019-1 Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

ninety_netzreturnsa Partner Zone

Net-zero investing: searching for returns and real-world change

This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...

Ninety One 24th Apr 2024

ninety_austrliaa Partner Zone

Notes from the road: how Australia’s largest investors are eyeing the EM opportunity

In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.

Ninety One 24th Apr 2024

ninety_frontiera Partner Zone

Frontier markets move to the fore

With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Careful navigation is ke...

Ninety One 24th Apr 2024

ninety_latinamera Partner Zone

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 24th Apr 2024

ninety_capexa Partner Zone

A new capex supercycle: driving powerful and transformative growth

Over the next decade, a combination of the energy transition, nearshoring, geopolitics, demographics, technology and public investment spending could trigger a capex supercycle.

Ninety One 24th Apr 2024

Article-Direction-05-2019 Analysis & Opinion

Magnificent Seven or bust?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 23rd Apr 2024

hubexc_Apr24_3a VIDEO

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...

Adviser-Hub 16th Apr 2024

hubex_uselectionyraa VIDEO

Magnificent Seven or bust – panel discussion video #2

Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...

Adviser-Hub 11th Apr 2024

ninety_latinama Analysis & Opinion

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 11th Apr 2024

hubex_uselectionyra VIDEO

Are investors missing the vulnerabilities in the US economy? – panel discussion video #1

The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...

Adviser-Hub 10th Apr 2024

ninety_creditsa Partner Zone

Credit spotlight: corporate hybrids

Portfolio Manager Darpan Harar and Portfolio Specialist Jared Cook examine the merits, uses and risks of corporate hybrids, which form part of the broader Multi-Asset Credit investment universe.&nb...

Ninety One 3rd Apr 2024

ninety_uselectionsa Analysis & Opinion

Notes from the road: what the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportun...

Ninety One 3rd Apr 2024

ninety_uselectionsa Partner Zone

Notes from the road: what the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportun...

Ninety One 3rd Apr 2024

ninety_fivenatural20324a Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 20th Mar 2024

ninety_geopolitics20324a Partner Zone

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research.

Ninety One 20th Mar 2024

ninety_notesrd20324 Partner Zone

Notes from the road: what hyper-competition means for China clean tech

Ninety One analyst Yunli Liu returns to his home country to see for himself what business conditions are like and to try to separate sentiment from fundamentals.

Ninety One 20th Mar 2024

ninety_geopol2 Analysis & Opinion

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research

Ninety One 14th Mar 2024

lo-lo-CeVj8lPBJSc-unsplash Partner Zone

Picture this: fat tails and phantoms in high yield

Various factors are distorting the headline index spread in the US high yield market. Investors should look elsewhere for better risk-adjusted value.

Ninety One 7th Mar 2024

towfiqu-barbhuiya-jpqyfK7GB4w-unsplash (1) Partner Zone

Traditional corporate bonds: not a buying opportunity for everyone

Investor sentiment towards bonds, especially corporate bonds, has improved, but John Stopford of Ninety One warns that investors may be too optimistic about the looming risks

Ninety One 7th Mar 2024

anne-nygard-vc-vPgGqAr4-unsplash Analysis & Opinion

The role of Global Environment within a global equity allocation

Ninety One believes an investment strategy based on ‘decarbonisation’ can complement a core global equity allocation.

Ninety One 7th Mar 2024

rodion-kutsaiev-0VGG7cqTwCo-unsplash Partner Zone

Addressing digital inclusion challenges

Ninety One Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion...

Ninety One 7th Mar 2024

k-x-i-t-h-v-i-s-u-a-l-s-nYq3nW9Z9ok-unsplash Partner Zone

Exploring opportunities in emerging market debt

Deep dive into emerging market debt with Erin Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer, and leaders from Ninety One’s EM Fixed Income platform Victoria Harling and Peter Ken...

Ninety One 21st Feb 2024

li-yang-5h_dMuX_7RE-unsplash Partner Zone

Fire or water – opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Ninety One’s Iain Cunningham, Head of Multi Asset Growth.

Ninety One 21st Feb 2024

none_medicinea Podcast

Ninety One | Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 15th Feb 2024

ninety_firewatera Analysis & Opinion

Fire or water: opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Iain Cunningham, Ninety One’s Head of Multi Asset Growth.

Ninety One 15th Feb 2024

ninone_med Partner Zone

Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 7th Feb 2024

ninone_cash7224a Partner Zone

Cash, short-maturity gilts and bonds – time for something different

As some investors start to see their short-duration gilts mature, Ninety One Diversified Income Fund Portfolio Manager Jason Borbora-Sheen discusses what they should think about next.

Ninety One 7th Feb 2024

ninone_pict Partner Zone

Picture this: cheap but not entirely cheerful

Loan market valuations look attractive, but beware pockets of weakness.

Ninety One 7th Feb 2024

nyon_lgyena Partner Zone

Long the yen against the euro

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explains why tight policy in Europe and very loose policy in Japan indicate a great asymmetry over the next 12 months between the two...

Ninety One 24th Jan 2024

nyon_gbfixeda Partner Zone

Global fixed income allocations already include EM debt

Why allocate separately? Asset allocators seeking full and meaningful structural opportunity may need something different.

Ninety One 24th Jan 2024

no_wonko11124a Partner Zone

The wisdom of Wonko the Sane

Wonko the Sane, a character in a Douglas Adams novel, summarised perfectly why challenging preconceptions can pay dividends.

Ninety One 11th Jan 2024

no_amercfana Partner Zone

American Franchise

Looking beyond the top line – it’s the quality of revenue that matters, not the quantity.

Ninety One 11th Jan 2024

nn_funddiff1a Partner Zone

Fundamentals to be the differentiator

Fundamentals to be the differentiator: Ninety One’s Clyde Rossouw explains why he believes that the market will broaden from its narrow leadership, and stocks delivering consistent earnings a...

Ninety One 4th Jan 2024

nn_survivala Partner Zone

Survival of the fittest

The UK has been a challenging place to manage long equity money recently, but things can change quickly. Ninety One’s Ben Needham explains why there are opportunities across the market cap sp...

Ninety One 4th Jan 2024

notightmona Partner Zone

Tight monetary policy to hamper growth

Central banks have raised interest rates in a bid to curb inflation and the consequence is slowing growth. Ninety One’s Iain Cunningham spells out the implications.

Ninety One 4th Jan 2024

no_timetka Partner Zone

It’s time to rethink fixed income

With interest rates set to remain higher for longer, are the same rules that have applied for the past few decades still in play or is a different approach needed? 

Ninety One 4th Jan 2024

no_whtmkwrga Partner Zone

What the market is getting wrong

Macro worries have created a useful entry point into natural resource equities. This part of the stock market is often misunderstood, presenting value opportunities for selective investors. 

Ninety One 4th Jan 2024

none_bttma Analysis & Opinion

Making a transition difference bottom-up

Ninety One’s Nazmeera Moola and Thabo Khojane discuss a pioneering solution in South Africa to green the power provided to Ninety One’s offices in Cape Town. 

Ninety One 21st Dec 2023

none_impta Analysis & Opinion

Making an impact

Alpha Sources in impact investment.

Ninety One 21st Dec 2023

ninetyone_cop28a Analysis & Opinion

The climate challenge is still daunting, but COP28 offered hope

John Green, Chief Commercial Office, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28. 

Ninety One 21st Dec 2023

no_banks211223a Partner Zone

Do central banks risk ‘keeping at it’ for too long?

Throughout history, inflationary periods have been rare. It has therefore been difficult to draw parallels of today’s experience to history.

Ninety One 21st Dec 2023

no_stories211223a Analysis & Opinion

Why the best stories often don’t make good investments

A handful of global companies have provided outsized returns this year, creating both risks and opportunities. 

Ninety One 21st Dec 2023

no_china211223a Analysis & Opinion

China: structural and cyclical challenges present opportunities

Ninety One discusses some of the structural and cyclical aspects of China’s economy and why they currently see attractive investment opportunities in the region. 

Ninety One 21st Dec 2023

no_picture2312123a Partner Zone

Picture this: what a difference a year makes

Highly diverse valuations across credit markets make for ideal conditions for bottom-up investors as we enter 2024.

Ninety One 21st Dec 2023

no_flexible231223a Partner Zone

A flexible addition to the DC scheme toolkit

Global Total Return credit – a daily dealt multi-asset credit solution.  

Ninety One 21st Dec 2023

Partner Zone

China may emerge from the doldrums

After a challenging year, Ninety One’s Wenchang Ma sees brighter prospects for Chinese equities in 2024.

Ninety One 14th Dec 2023

Partner Zone

Company strength, country collaboration and attractive income

Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environments.

Ninety One 14th Dec 2023

Partner Zone

Are the dark clouds starting to part?

Ninety One’s Archie Hart explains the need for caution in the coming months, but remains optimistic on a one- or two-year view. 

Ninety One 14th Dec 2023

ninetyone_cop28a Podcast

Ninety One | The climate challenge is still daunting, but COP28 offered hope

Ninety One’s John Green, Chief Commercial Officer, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28, the progress that’s been made, and the highlights from...

Ninety One 14th Dec 2023

no_credit211223a Partner Zone

Great conditions for dynamic ‘go anywhere' credit investors

With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.  

Ninety One 14th Dec 2023

Partner Zone

Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies.

Ninety One 14th Dec 2023

Partner Zone

A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets, translating into a growing opportunity set for investors.

Ninety One 14th Dec 2023

ninety_evlnetzero111223a Analysis & Opinion

Finance's evolving role in achieving net zero

Ninety One’s Chief Sustainability Offer Nazmeera Moola discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero. 

Ninety One 11th Dec 2023

ninety_volat111223 Analysis & Opinion

Volatility is creating opportunities

A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. 

Ninety One 11th Dec 2023

Partner Zone

A crisis of global integration

We are arguably living through a fourth systemic crisis and the result will be a vastly different economy. Understanding the investment implications is what this iteration of the ‘Road to 203...

Ninety One 8th Dec 2023

Partner Zone

What the gold price is telling us

Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium'?

Ninety One 8th Dec 2023

Partner Zone

Favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents favouring emerging markets are gathering force.

Ninety One 8th Dec 2023

Partner Zone

Embrace the contrarian opportunity

Ninety One’s Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Ninety One 8th Dec 2023

ninetyone_philipsaundersa Podcast

Ninety One | The acceleration towards a multipolar world

Ninety One’s Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – its scale, its ‘all-state’ characteristics, and Americ...

Ninety One 30th Nov 2023

Partner Zone

India gears up for a greater global role

With index inclusion imminent, Indi...

Ninety One 27th Nov 2023

Partner Zone

Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

Partner Zone

Making the switch

Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation. 

Ninety One 27th Nov 2023

Partner Zone

Investing for tomorrow

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew. 

Ninety One 27th Nov 2023

Partner Zone

Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.  

Ninety One 27th Nov 2023

nine_mkswitch271123a Analysis & Opinion

Making the switch

Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation. 

Ninety One 27th Nov 2023

nine_africa271123a Analysis & Opinion

Investing for tomorrow

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew. 

Ninety One 27th Nov 2023

nine_planetary271123a Analysis & Opinion

Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.  

Ninety One 27th Nov 2023

nine_brazil271123a Analysis & Opinion

Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

Partner Zone

EM sovereign debt: taking stock of the sustainable bond market

Nicolas Jaquier and Peter Eerdmans chart the EM sovereign debt market’s evolution and provide insights and pointers for investors.

Ninety One 8th Nov 2023

6ninetyagria Podcast

Ninety One | Agriculture is vast, varied and vital

Ninety One’s Dawid Heyl explains and details the opportunities.

Ninety One 8th Nov 2023

3ninety_aia Podcast

Ninety One | The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors.  

Ninety One 8th Nov 2023

Partner Zone

The acceleration towards a multipolar world

Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China. 

Ninety One 8th Nov 2023

Partner Zone

Global Insights 2023

2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways. 

Ninety One 8th Nov 2023

Partner Zone

Agriculture is vast, varied and vital

David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities. 

Ninety One 8th Nov 2023

hubthm_bondvida VIDEO

Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 2023

Partner Zone

Get structural re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation. 

Ninety One 27th Oct 2023

Partner Zone

What’s going on in the US bond market

Many are speculating that interest rates have adjusted upwards on a structural basis. Ninety One Investment Strategist Russell Silbertson takes a different view. 

Ninety One 27th Oct 2023

Partner Zone

The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors. 

Ninety One 27th Oct 2023

Partner Zone

Is cash really king?

It’s not a yes or no question, argues Ninety One’s Jason Borbora-Sheen. 

Ninety One 27th Oct 2023

Partner Zone

The lessons only experience can teach

At an uncertain juncture in markets, this may be a good time to reflect on the hard lessons that only the experience of living through a grinding bear market...

Ninety One 27th Oct 2023

Partner Zone

Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 27th Oct 2023

ninety_natura3a Analysis & Opinion

The growth opportunity that markets are (still) missing

The critical role natural resources business have to play in the energy transition and their significant structural growth potential.

Ninety One 26th Oct 2023

ninety_climate2a-1 Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes: decarbonising industry and agriculture, one microbe at a time.

Ninety One 26th Oct 2023

ninety_decarb5a Analysis & Opinion

Get structural: re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation.  

Ninety One 26th Oct 2023

capital_style3a Analysis & Opinion

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena? 

Capital Group 26th Oct 2023

ninety_sust231023a Analysis & Opinion

Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism. 

Ninety One 26th Oct 2023

ninety_sust231023a Podcast

Ninety One | Tacking the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 23rd Oct 2023

Partner Zone

Investing in climate solutions

Small is also beautiful – Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 16th Oct 2023

Partner Zone

Notes from the road

Ninety One’s EM debt team travelled far and wide in September, visiting 12 emerging markets across the globe. Read their takeaways here.

Ninety One 16th Oct 2023

Partner Zone

It’s time for implementation at COP. Or at least that’s what we’re hoping for

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.

Ninety One 16th Oct 2023

Partner Zone

Diversified Income: focus on the outcome

John Stopford shares his view on the market. 

Ninety One 16th Oct 2023

Partner Zone

Getting the most out of emerging market debt

Discover what the full EM debt opportunity set can do for you and how best to navigate it.

Ninety One 16th Oct 2023

Partner Zone

Thinking differently about multi-asset investing

Ian Cunningham shares his views on the current market climate and why he believes the Global Macro Allocation Fund is appropriate in this climate.

Ninety One 16th Oct 2023

nine_cop101023a_5 Analysis & Opinion

It’s time for implementation at COP. Or at least that’s what we’re hoping for

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28. 

Ninety One 10th Oct 2023

nine_nov101023a_4 Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 10th Oct 2023

nine_decip101023a_11 Analysis & Opinion

Deciphering the human factor

How to turn culture and inclusion insights into alpha signals.

Ninety One 10th Oct 2023

ninetyone_transition090323a Podcast

Ninety One | Oil and the price equation

Ninety One’s Tom Nelson discusses the oil price equation and implications of the recent rally.   

Ninety One 26th Sep 2023

Partner Zone

It’s in the price

The market predictably over- and under-reacts to short-term news. While this creates opportunities for patient investors, be wary of those who claim you can make short-term trading profits.

Ninety One 22nd Sep 2023

Partner Zone

Blurred lines: the EM’ification of developed markets

It’s worth examining recent bond market volatility when making asset allocation decisions – you might be surprised at how traditional ‘safe havens’ fare.

Ninety One 22nd Sep 2023

Partner Zone

The European economy is in for a rocky ride

Why the eurozone is in for a tough time, and the opportunities arising from this. 

Ninety One 22nd Sep 2023

Partner Zone

EM debt: the evolution of an asset

The growing size and importance of EM as an asset class and its potential diversification benefits mean that an allocation merits serious consideration.  

Ninety One 22nd Sep 2023

Partner Zone

Oil and the price equation

Tom Nelson discusses the oil price equation and implications of the recent rally. 

Ninety One 22nd Sep 2023

Partner Zone

Notes from the road

On a recent trip to China, 4Factor Analyst Alec So visited eight companies across five cities and walked away more optimistic about prospects for quality companies. 

Ninety One 22nd Sep 2023

Article-Global-04-2019 Analysis & Opinion

The role of Global Environment within a global equity allocation

Ninety One believes an investment strategy focused on ‘decarbonisation’ can complement a core global equity allocation.

Ninety One 14th Sep 2023

ninetyone_30823a Analysis & Opinion

Global Environment Impact Report

The Ninety One annual Global Environment Impact Report provides a deep dive into each holding in the Global Environment portfolio through a focused sustainability lens.

Ninety One 30th Aug 2023

ninetyone_sust30823a Analysis & Opinion

Schneider Electric: talking carbon, culture … and sustainability as a strategy

For Schneider Electric, sustainability isn’t just about doing good; it’s a way of aligning the business to the structural tailwinds created by a decarbonising world.

Ninety One 30th Aug 2023

Article-Change02-2019 Analysis & Opinion

Turning one: celebrating the Inflation Reducation Act's first birthday

The IRA turns one in August 2023 and has already shown potential to spur massive investment in decarbonisation.

Ninety One 16th Aug 2023

ninetyone190723avid VIDEO

Ninety One | Thinking beyond bonds: from the multi-asset income desk

Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton from Ninety One are back on...

Ninety One 19th Jul 2023

none_emgmarketsa Podcast

Ninety One | Embracing the transition opportunity in emerging markets

Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, explore how investors must finance new infrastructure and industries in emerging mar...

Ninety One 14th Jul 2023

ninetyone_transition090323a Podcast

Ninety One | Summertime blues in the oil market

Against an uneasy backdrop, Ninety One’s Tom Nelson, Head of Thematic Equities, discusses the oil market with Lindsay Williams.

Ninety One 14th Jul 2023

n1_india6723a Analysis & Opinion

India’s sustainable future

India’s sustainable future: Ninety One portfolio manager Graeme Baker is joined by analyst Arita Sehgal and LSE Professor in Practice Nick Robins to unpack the risks and opportunities facing...

Ninety One 6th Jul 2023

n1_decarb6723a Analysis & Opinion

Another year: investing in decarbonisation

Ahead of the publication of Ninety One Global Environment’s fifth annual Impact Report, Head of Sustainable Equity Deirdre Cooper explores developments in climate-solutions investing.

Ninety One 6th Jul 2023

n1_embrace6723a Analysis & Opinion

Embracing the transition opportunity in emerging markets

Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, discuss what investors need to do to help achieve a real-world transition. 

Ninety One 6th Jul 2023

none_phil050723 Podcast

Ninety One | Adapting to a new reality

Adapting to a new reality: Ninety One’s Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it, and unpacks the implications...

Ninety One 5th Jul 2023

ninetyone_opp210623a Analysis & Opinion

Why sustainability unlocks the EM opportunity

A sustainable approach is the best way for equity investors to capture the powerful structural growth trends in emerging markets, says Ninety One’s Juliana Hansveden.

Ninety One 21st Jun 2023

ninetyone_emiss210623a Analysis & Opinion

Using emissions data: seven key takeaways

Members of the Ninety One team explore how professional investors and asset management firms use emissions data, and how sustainability reporting needs to evolve. 

Ninety One 21st Jun 2023

ninetyone_uksaving150623a Podcast

Ninety One | UK savings platforms: a diamond in the rough

Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investor...

Ninety One 15th Jun 2023

ninetyone_china150623a Podcast

Ninety One | China’s self-sufficiency opportunity

In the second edition of our Quality podcast, the team looks at investment in China, and why - irrespective of ongoing tensions with the US - there are rising opportunities for quality businesses w...

Ninety One 15th Jun 2023

ninetyone_semi150623a Podcast

Ninety One | Semiconductors: an industry shaping the modern world

A Quality deep dive into the semiconductor industry.

Ninety One 15th Jun 2023

ninetyone_may23150623a VIDEO

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

ninetyone_apr23150623a VIDEO

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.

Ninety One 15th Jun 2023

ninetyone_fixed240523a Podcast

Ninety One | Fixed income isn’t necessarily the best way to deliver bond-like outcomes

Ninety One’s John Stopford argues that the traditional view of bonds as “safe” and equities “risky” ignores the quality and breadth of securities comprising a company&...

Ninety One 31st May 2023

ninety240523a Analysis & Opinion

The role of Global Environment within a global equity allocation

Ninety One believes an investment strategy focused on “decarbonisation” can complement a core global equity allocation.

Ninety One 24th May 2023

ninetyone_fixed240523a Analysis & Opinion

Fixed income isn’t necessarily the best way to deliver bond-like outcomes

Traditionally, bonds are seen as “safe” and equities as “risky”, but Ninety One’s John Stopford argues this rather simplistic view ignores the quality and breads of se...

Ninety One 24th May 2023

ninetyone_nature100523a Analysis & Opinion

Nature's balance sheet: biodiversity opportunities and risks

Ninety One Portfolio Manager Stephanie Niven and analyst Sam Anthony discuss the importance of biodiversity and how they think about it from an investment perspective.

Ninety One 10th May 2023

ninetyonepubpriv040523a Podcast

Ninety One | Public & private collaboration critical to solving for SDGs

Ninety One’s Annika Brouwer reflects on progress made in public finance reform and the imperatives for policies and projects to incorporate a return objective.

Ninety One 4th May 2023

ninetyone_china200423a Podcast

Ninety One | China's self-sufficiency opportunity

The trend towards localisation will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors, says Ninety One.

Ninety One 20th Apr 2023

Article-business-01-2022_1 Analysis & Opinion

Why a dividend growth strategy is prudent in an elevated rate environment

Albie Pretorius, manager of Ninety One’s Quality Dividend Growth Strategy, believes that identifying companies that effectively allocate and reinvest cashflow is paramount for investors to de...

Ninety One 19th Apr 2023

ninetyone060423gold Podcast

Ninety One | Why gold has regained some of its lustre

Ninety One’s George Cheveley shares insights gained from conferences abroad, where he has been both a speaker and a delegate, and pays particular attention to gold.

Ninety One 6th Apr 2023

Analysis & Opinion

Why corporates must act

Written by independent researchers from Imperial College London and Reading University through Imperial Consultants, this paper examines the physical risks of climate change and its potential impac...

Ninety One 5th Apr 2023

pm_philipsaundersa Podcast

Ninety One | What the inverted yield curve foretells

For decades, an inverted yield curve has predicted recession in the US and beyond. Philip Saunders, Director at Ninety One’s Investment Institute, discusses the implications.

Ninety One 23rd Mar 2023

ninetyone_interwk160323a Analysis & Opinion

International Energy Week

The focus on transition – Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution.

Ninety One 16th Mar 2023

hubthemes_bonds VIDEO

Hub Themes | Bonds

After a challenging period, bonds made a comeback towards the end of 2022 – bu...

Adviser-Hub 10th Mar 2023

ninetyone_sticky090323a Podcast

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

ninetyone_transition090323a Podcast

Ninety One | International Energy Week: the focus on transition

Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution, but emphasises that the process must be managed carefully by...

Ninety One 9th Mar 2023

Article-America-02-2019-2 Podcast

Ninety One | US - recession or not?

Ninety One’s Jason Borbora-Sheen puts forward the case for a US recession – but not yet.

Ninety One 22nd Feb 2023

Article-Grow-02-2019 Analysis & Opinion

How can mining in Africa bolster the energy transition?

The world’s largest mining investment conference recently concluded, with sustainability at the heart of the next wave of new exploration, as Ninety One’s Annika Brouwer explains.

Ninety One 15th Feb 2023

Analysis & Opinion

Forget February, focus on March

Ninety One’s Russell Silberston argues that investors should look beyond central banks’ February meetings to those occurring in March, when things will get interesting.

Ninety One 9th Feb 2023

Analysis & Opinion

Watch the yen in 2023

Ninety One portfolio managers Iain Cunningham and Alex Holroyd-Jones discuss the likelihood of a developed market recession and an end to ultra-loose Japanese monetary policy in 2023.

Ninety One 26th Jan 2023

Analysis & Opinion

Value insights: ‘Brilliant leader’ stories can lead investors down the garden path

Be wary of ‘management stories’: investment cases predicated on a brilliant leader making a transformational difference. Exceptional leaders exist, but they are rare beasts, say Ninety...

Ninety One 19th Jan 2023

Analysis & Opinion

Small but powerful

Ninety One Portfolio Manager Nicolas Jaquier explains how green, social, sustainable and sustainability-linked bonds could spur financing in emerging markets’ sustainable growth and developme...

Ninety One 19th Jan 2023

Article-Infrastructure-01-2019 Analysis & Opinion

Notes from the road

Ninety One’s Michail Diamantopoulos reports on various shifts taking place in Gulf Cooperation Council countries and their relevance for EM debt investo...

Ninety One 6th Jan 2023

ninetyone_valuea Analysis & Opinion

Value insights: popular delusions

Long-ago events can teach investors useful lessons about human behaviour, particularly people’s tendency to overreact to both good and bad news. Ninety One’s Value team tell us more.

Ninety One 5th Jan 2023

Article-Direction-05-2019 Analysis & Opinion

Position for growth in 2023

As the interest rate environment begins to normalise in 2023, Ninety One believes investors should seek exposure to those companies with access to growth opportunities.

Ninety One 5th Dec 2022

Article-Communications-02-2019 Partner Zone

Understanding the new MiFID rules

From early August, financial advisers have been required to incorporate sustainability preferences into their clients’ suitability assessment. However, many advisers have struggled to adapt their proc...

Ninety One 6th Sep 2022

Article-Communications-02-2019 Analysis & Opinion

EM Debt Q&A: exploring a more constructive outlook

Following big drawdowns in EM Debt this year, investor are rightly assessing the asset class. Ninety One’s Grant Webster addresses some of the key questions posed by EM Debt investors on his recent ro...

Ninety One 1st Sep 2022

Article-Grow-02-2019 Analysis & Opinion

Sustainability commitments are changing how we invest

Sustainability commitments are changing how we invest: asset owners are increasingly aware of climate risks, among other ESG risks, and are asserting their right to be heard, says Ninety One.

Ninety One 17th Aug 2022

ninetyone_debunkingcarbonmyths VIDEO

Ninety One | Debunking carbon myths

Sam Anthony, analyst for the Ninety One Global Environment Fund, explains what the required financing is for the climate transition, what carbon really is, and the investment opportunity associated wi...

Ninety One 21st Jun 2022

Article-Global-04-2019 Partner Zone

Sustainable investing needs to evolve. Fast

Sustainable investing needs to evolve. Fast. The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need...

Ninety One 31st May 2022

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

Why dividends tell us that earnings may be overbaked

Despite developing headwinds, the market still expects earnings to trend higher through 2023. Dividends, however, tell a rather different story. Portfolio Manager Abrie Pretorius explains why dividend...

Ninety One 30th May 2022

Article-Infrastructure-01-2019 Analysis & Opinion

In conversation with Mercer: How to practically invest sustainably?

Ninety One invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey...

Ninety One 17th May 2022

Article-Technology-04-2019 Analysis & Opinion

Central bank digital currencies: an age-defining shift in the monetary system?

A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?

Ninety One 13th May 2022

Article-Buildings-FED-01-2019 Analysis & Opinion

This US tightening cycle is different and market participants don’t get it

Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto

Ninety One 13th May 2022

Article-Grow-01-2019 Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

Article-Energy-Oil-01-2019 Analysis & Opinion

Time to get our houses in order for the energy transition

The global construction industry accounts for almost 40% of total energy-related greenhouse gas emissions. That presents big opportunities for companies providing products and services that make the b...

Ninety One 5th May 2022

Article-Buildings-FED-01-2019 Analysis & Opinion

Is central bank tightening priced in

Is the full extent of Fed policy tightening now “in the price”. Ninety One’s Portfolio Manager Iain Cunningham doesn’t think so…

Ninety One 29th Apr 2022

NinetyOne_whatwilldrivemarketsintheyear VIDEO

Ninety One | 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...

Ninety One 20th Apr 2022

NinetyOne_reversaloffortunes VIDEO

Ninety One | 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?

Ninety One 20th Apr 2022

NinetyOne_handlingtheyearahead VIDEO

Ninety One | How fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We asked Ellie Clapton, Portfolio Specialist at Ninety One, with a flexible strategy, how she is positioned for the year ahead.

Ninety One 20th Apr 2022

Article-Energy-Oil-01-2019 Partner Zone

Market View: What Russia-Ukraine means for energy and commodity markets

What Russia-Ukraine means for energy and commodity markets: recent oil and gas pricing may have seemed chaotic. But, as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as we...

Ninety One 6th Apr 2022

Article-Energy-Oil-01-2019 Analysis & Opinion

Market View: What Russia-Ukraine means for energy and commodity markets

Recent oil and gas pricing may have seemed chaotic. But as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as well as useful precedents for investors to learn from.

Ninety One 1st Apr 2022

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

Inflation: why the ‘hard asset’ mantra needs a rethink

Inflation is set to continue its rise. Historically, tangible ‘hard’ assets have outperformed financial assets in similar environments – but it’s not as simple as that.

Ninety One 1st Apr 2022

HE_Reversaloffortunates VIDEO

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

Article-Energy-Oil-01-2019 Partner Zone

Investing in energy in a decarbonising world

As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Ninety-One’s Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the o...

Ninety One 10th Feb 2022

Article-Time-01-2019 Analysis & Opinion

Infinity machines

Ninety One Portfolio Manager Archie Hart discusses Infinity Machines (compounders) and their attractiveness within a portfolio

Ninety One 3rd Feb 2022

Article-China-02-2019 Analysis & Opinion

Tiger, tiger!

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too.

Ninety One 27th Jan 2022

Article-balance-01-2019 Analysis & Opinion

Market View: A turning of the tide in UK equities?

Simon Brazier explores the recent environment for UK equities and explains why market leadership may be about to change, benefiting the types of companies in which the Ninety One UK Alpha strategy see...

Ninety One 21st Jan 2022

Article-Time-01-2019 Analysis & Opinion

How should credit investors approach 2022?

Prepare for a shift in conditions and increasing dispersion in the performance of companies, says Ninety One.

Ninety One 25th Nov 2021

Article-Grow-02-2019 Partner Zone

Shock of the old: investing in heavy industries in a new-energy world

As the basis of the world’s energy supply shifts from fossil fuels to mainly metal-based technologies, we face upheaval in many commodity markets. Ninety-One identifies opportunities for investors, bu...

Ninety One 8th Nov 2021

Article-Grow-02-2019 Partner Zone

Navigating the changing investment environment

As we enter the closing stretch of 2021, various risks to the global growth picture have emerged. Ninety One’s John Stopford, Head of Multi-Asset Income, discusses how investors could approach this ch...

Ninety One 14th Oct 2021

Article-Coin-02-2019

Retirement should be enjoyed, not endured

Retirees need income solutions that can provide spending confidence through retirement, says Jason Borbora-Sheen, co-Portfolio Manager, Ninety One Diversified Income Fund.

Ninety One 11th Aug 2021

NinetyOne17June21 VIDEO

Ninety One | The quest for quality in the UK

Simon Brazier, Ben Needham and Matt Evans highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term.

Ninety One 17th Jun 2021

Partner Zone

American Franchise

A differentiated Quality approach to American equity investing.

Ninety One 28th Jan 2021

1283x656px VIDEO

Ninety One | US Election: 91 seconds with…

Paul Vincent, Portfolio Manager on the Ninety One American Franchise Fund, explains his Quality approach to navigating volatile equity markets in the run up to the election.

Ninety One 29th Oct 2020

NinetyOne2020-04-09 VIDEO

Ninety One | Navigating a volatile UK equity market

In this recording, Simon Brazier, manager of Ninety One’s UK Alpha Fund, offers insight into how the fund was positioned as we entered this dislocation and its positioning going forward.

Ninety One 9th Apr 2020

Investec_Jason13Nov19 VIDEO

Investec | Why defence makes sense​

We believe the nature of markets has evolved since the GFC. Find out why a defensive approach makes sense all the time, not just in a recessionary environment.

Ninety One 13th Nov 2019

InvestecDefensiveReturns9Jul19 VIDEO

Investec | The driving force behind defensive returns?

Portfolio Managers John Stopford and Jason Borbora-Sheen explain their approach to delivering defensive returns in unsettled markets.

Ninety One 9th Jul 2019

TempleBar8Apr19 VIDEO

Investec | Alastair Mundy in conversation: Temple Bar Investment Trust

Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...

Ninety One 8th Apr 2019

Investec10Jan19 VIDEO

Investec | Defensive Returns - Drawdowns

As markets brace for continued volatility in 2019, a more defensive stance appears warranted. John Stopford and Jason Borbora discuss their approach to delivering defensive returns on the Investec Div...

Ninety One 10th Jan 2019

5Nov_1SimonAlph VIDEO

Investec | Investec UK Alpha Fund: Q3 2018

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the third quarter of 2018. A core UK equity fund focused on attractively values, quality businesses.

Ninety One 5th Nov 2018

5Nov18_2.DiversifiedJohnSt VIDEO

Investec | Investec Diversified Income Fund: Q3 2018

Watch Portfolio Manager John Stopford’s update on the Fund covering the third quarter of 2018. Can be used as a defensive alternative or a source of income.

Ninety One 5th Nov 2018

5Nov18_3BlakeHuEquity VIDEO

Investec | Investec UK Equity Income: Q3 2018

Watch Portfolio Manager Blake Hutchin’s update on the Fund covering the third quarter of 2018, during which the Fund reached its 3 year track record and markets saw increased volatility.

Ninety One 5th Nov 2018

5Nov_5AlastairCauti VIDEO

Investec | Investec Cautious Managed Fund: Q3 2018

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the third quarter of 2018. Blends out of favour equities for growth with complementary asset seeking to dampen volatility

Ninety One 5th Nov 2018

Investec_9Aug18 VIDEO

Investec | Two years on from Brexit, what's in store for UK investors?

At our London Global Insights event held in June this year we asked our portfolio manager and strategy leaders: Two years on from the Brexit vote, what’s in store for UK investors in the next 12 month...

Ninety One 9th Aug 2018

Investec_AlastairCM25Jul18 VIDEO

Investec | Investec Cautious Managed Fund: Q2 2018

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Investec_SimonUKA25Jul18 VIDEO

Investec | Investec UK Alpha Fund: Q2 2018

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Investec_JohnDIF25Jul18 VIDEO

Investec | Investec Diversified Income Fund: Q2 2018

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Investec_IainMAP25Jul18 VIDEO

Investec | Investec Multi Asset Protector Fund: Q2 2018

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

InvestecRisk113Jul18 VIDEO

Investec | Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Ninety One 13th Jul 2018

InvestecRisk113Jul18 VIDEO

Investec | Risks: Part 2

Are we in the most hated bull market of all time?

Ninety One 13th Jul 2018

InvestecRisk113Jul18 VIDEO

Investec | Risks: Part 1

If bond yields move higher, is this the first domino to go?

Ninety One 13th Jul 2018

InvestecGeopol13Jul18 VIDEO

Investec | Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Ninety One 13th Jul 2018

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