2022 Investment Views

Explore our macro outlook and hear from your portfolio managers on their asset classes.
Explore our macro outlook and hear from your portfolio managers on their asset classes.

Welcome to our 2022 Investment Views

With Western central-bank policy normalising, economic growth rates diverging and global trade still readjusting to life after lockdown, investors have a complex environment to navigate in 2022.

Ninety One’s portfolio managers assess the outlook across their asset classes and regions.

Our team also takes a deep dive into the outlook for emerging markets, as well as into how sustainability will drive investment outcomes next year and beyond.

Hendrik du Toit

Sustainability will be top of the agenda again next year. Hendrik du Toit explains why investors must direct capital towards reducing real-world emissions, rather than focusing on short-term ‘feel-good’ carbon targets.

The view from our CEO

 

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Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.