Is the market’s bet on US exceptionalism being tested?
Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...
Ninety One 13th Mar 2025
Changing realities challenge the bet on US exceptionalism
Ninety One | Talking Tariffs
With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...
Ninety One 20th Feb 2025
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