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Reassessing emerging market equity allocations

Recent meetings with asset allocators across North America and Australia highlight an important question: How should allocators think about implementation to best capture the alpha opportunity?

Watch now
Watch now

The new commodity order

A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a re-ordering of global supply chains.

Read more
Read more

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.

Read more
Read more

EM debt: the evolution of an asset class

EM debt has become an important component of the global debt market. The transformation has resulted in robust credit quality across a highly diverse opportunity set that’s ripe with alpha-capture potential.

Read more
Read more

Reassessing emerging market equity allocations

Recent meetings with asset allocators across North America and Australia highlight an important question: How should allocators think about implementation to best capture the alpha opportunity?

Watch now
Watch now

The new commodity order

A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a re-ordering of global supply chains.

Read more
Read more

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.

Read more
Read more

EM debt: the evolution of an asset class

EM debt has become an important component of the global debt market. The transformation has resulted in robust credit quality across a highly diverse opportunity set that’s ripe with alpha-capture potential.

Read more
Read more
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Popular Links
  • Strategies
  • Transition investing​
  • Latest insights
  • Integrated Annual Report 2025
  • Sustainability and Stewardship report

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Ninety One is an active, global investment manager with distinctive capabilities in global equities, differentiated fixed income and credit, and emerging markets. We are committed to providing our clients with long-term investment returns. We aim, also, to invest in ways that make a positive difference to people and the planet. Our legacy and experience give us a special perspective on the opportunities presented by developing markets and the energy transition.

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  • Investor relations
  • AustraliaSelect your role
NinetyOne
  • Insights
  • Strategies
  • Emerging markets
  • Sustainability
  • About us
Australia
Select your role