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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

MercadoLibre’s success in capturing the digital inclusion structural growth opportunity in Latin America makes it a hidden gem, according to Ninety One Emerging markets Sustainable Equities Portfolio Manager Juliana Hansveden and Analyst Eduardo Gomes.

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. 

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 opportunity?

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

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 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.

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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 core UK equity fund investing in a high-conviction portfolio of attractively valued, quality businesses.

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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