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The end of easy globalisation
Easy globalisation is over: multipolarity, bottlenecks and public dissatisfaction are reshaping the world. For investors, that means old assumptions are less reliable and resilience matters more.
China: investing in the world’s first electro-state
Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.
Picture this: in today’s credit markets, the real risks lurk in the shadows
Our Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.
Private debt: hidden strengths in emerging markets
Pressure is building in US private debt as weaker underwriting standards, rising defaults and AI-disruption risks combine to create a perfect storm.
The best companies stand the test of time
Quality investing
We seek exceptional companies with durable competitive advantages that foster long-term compounding and resilient growth, helping them thrive through economic cycles and remain insulated from broader market downturns.