Reframing fixed income: the old rules are no longer fixed
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues bond markets are in a new regime – as a result, asset allocation approaches need a reboot, and portfolio diversification has nev...
Ninety One 18th Jun 2025
Hidden GEMS: blurred lines – the EM’ification of DM
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.
Ninety One 11th Apr 2025
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