2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways. 

Nicolas Jaquier and Peter Eerdmans chart the EM sovereign debt market’s evolution and provide insights and pointers for investors.

David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities. 

Many are speculating that interest rates have adjusted upwards on a structural basis. Ninety One Investment Strategist Russell Silbertson takes a different view. 

Ninety One looks at the likely winners in the space and what this means for investors. 

It’s not a yes or no question, argues Ninety One’s Jason Borbora-Sheen. 

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation. 

At an uncertain juncture in markets, this may be a good time to reflect on the hard lessons that only the experience of living through a grinding bear market can teach.

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One’s EM debt team travelled far and wide in September, visiting 12 emerging markets across the globe. Read their takeaways here.

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.

John Stopford shares his view on the market. 

Discover what the full EM debt opportunity set can do for you and how best to navigate it.

Ian Cunningham shares his views on the current market climate and why he believes the Global Macro Allocation Fund is appropriate in this climate.

Small is also beautiful – Novozymes is decarbonising industry and agriculture, one microbe at a time.

Why the eurozone is in for a tough time, and the opportunities arising from this. 

It’s worth examining recent bond market volatility when making asset allocation decisions – you might be surprised at how traditional ‘safe havens’ fare.

The growing size and importance of EM as an asset class and its potential diversification benefits mean that an allocation merits serious consideration.  

Tom Nelson discusses the oil price equation and implications of the recent rally. 

On a recent trip to China, 4Factor Analyst Alec So visited eight companies across five cities and walked away more optimistic about prospects for quality companies. 

The market predictably over- and under-reacts to short-term news. While this creates opportunities for patient investors, be wary of those who claim you can make short-term trading profits.