Adviser-Hub Partner Zone

Ninety One

Ninety One

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world.

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, with an AUM of £128.6 billion as at 31.12.20.

Investment involves risk.

Insights

After ‘Liberation Day’, Ninety One wanted to build a clear picture of how companies are experiencing business on the ground and visited several over Q2. They liked a lot of what they saw.

Dollar cycles are longer than others because four self-reinforcing forces create inertia and rarely reverse unless all four turn simultaneously. Ninety One believes Trump-era policies, fiscal strain and shifting global capital could trigger a convergence.

For years, capital has gravitated to the US – but the next cycle is unlikely to resemble the last, and Ninety One believes the investment map is beginning to redraw itself.

A visit to US energy companies reveals a cautious mood among oil executives. But the outlook for gas is more bullish.

After years in the global investment wilderness, an increasing set of pro-growth signals from policymakers is starting to shift the narrative, says Ninety One. Europe is positioning itself not just as cheap – but investable.

Since the start of 2025, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, Ninety One believes investors should find different ways to meet their objectives.

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Focus Funds

Seeks to capture the structural decarbonisation growth story – investing in companies that are driving the transition to a low carbon world.

Investing in companies making a positive contribution to the future of society and the environment.

A differentiated Quality approach to American equity investing.

A Quality approach focused on the growth engine of the world. The expanding opportunity set in Asia, we believe, provides a highly investable, liquid and diverse group of exceptional quality companies.

A core UK equity income fund focused on sustainable dividend growth, investing in attractively valued quality businesses.

A tried and tested defensive return strategy with a proven track record of protecting the downside in weak markets and capturing the upside in less challenging conditions.

A flexible multi-asset strategy aiming to compound high total returns through time.

Regulation

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 processes, with relatively loose guidance provided by the regulator, and a lack of clear measurement tools.
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 and US regulators are also working on a new disclosure regime. These rules have been introduced with the promise of standardising disclosure on key environmental issues. This should prevent greenwashing and deliver better environmental outcomes, but is this happening in practice?

Podcasts

To listen to our podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

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