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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

Investor sentiment towards bonds, especially corporate bonds, has improved, but John Stopford of Ninety One warns that investors may be too optimistic about the looming risks

Various factors are distorting the headline index spread in the US high yield market. Investors should look elsewhere for better risk-adjusted value.

Ninety One Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion.

The dragon might not be breathing fire, but turn your back at your peril, according to Ninety One’s Iain Cunningham, Head of Multi Asset Growth.

Deep dive into emerging market debt with Erin Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer, and leaders from Ninety One’s EM Fixed Income platform Victoria Harling and Peter Kent.

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

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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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