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
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
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
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
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
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
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
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 | 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.
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
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
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.
Reversal of fortunes: asset class outlook for 2022
Adviser-Hub 14th Mar 2022
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
Infinity machines
Ninety One Portfolio Manager Archie Hart discusses Infinity Machines (compounders) and their attractiveness within a portfolio
Ninety One 3rd Feb 2022
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
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
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
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
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
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
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
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
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 | 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
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
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
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
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
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.
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.
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
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 | 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 | Investec UK Alpha Fund: Q2 2018
Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.
Investec | Investec Diversified Income Fund: Q2 2018
Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.
Investec | Investec Multi Asset Protector Fund: Q2 2018
Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.
Investec | Opportunities
Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.
Ninety One 13th Jul 2018
Investec | Risks: Part 2
Are we in the most hated bull market of all time?
Investec | Risks: Part 1
If bond yields move higher, is this the first domino to go?
Investec | Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
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