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Deliberating EM equities

Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios. To help investors unlock long-term value in the asset class, we share our latest ideas.

Explore the hub​
Explore the hub​

Deliberating EM debt

In this series of articles, our EM debt team tackles the topics that are top of investors’ minds and provide insights for asset allocators currently deliberating EM debt.

Explore the hub
Explore the hub

2026 Investment Views

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – a ‘Goldilocks’ macro environment is likely to prevail in 2026. But while conditions appear ‘just right’, thoughtful positioning is required within each asset class.

Learn more
Learn more

The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

Read more
Read more

Beyond the one-way trade

For years, capital has gravitated to the US.  A one-way trade powered by tech dominance and economic heft. But as the world tilts on its axis, the next cycle is unlikely to resemble the last, and the investment map is beginning to redraw itself.

Read more
Read more

Deliberating EM equities

Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios. To help investors unlock long-term value in the asset class, we share our latest ideas.

Explore the hub​
Explore the hub​

Deliberating EM debt

In this series of articles, our EM debt team tackles the topics that are top of investors’ minds and provide insights for asset allocators currently deliberating EM debt.

Explore the hub
Explore the hub

2026 Investment Views

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – a ‘Goldilocks’ macro environment is likely to prevail in 2026. But while conditions appear ‘just right’, thoughtful positioning is required within each asset class.

Learn more
Learn more

The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

Read more
Read more

The best companies stand the test of time

Drakensberg amphitheatre - South Africa
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.

Explore

About us

Insights

Strategies

Investor relations

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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Key Insights Series

Deliberating EM debt
Emerging Market Fixed Income
May 23, 2024

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

Read more
Investment Institute
Hub

Investment Institute

An investment-led platform for insights, partnership and research.​

Read more
Deliberating EM equities
Emerging markets
Sept 6, 2024

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Read more
Deliberating EM debt
Emerging Market Fixed Income
May 23, 2024

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

Read more
Investment Institute
Hub

Investment Institute

An investment-led platform for insights, partnership and research.​

Read more
Deliberating EM equities
Emerging markets
Sept 6, 2024

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Read more
Deliberating EM debt
Emerging Market Fixed Income
May 23, 2024

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

Read more
  • Investor relations
  • Newsroom
  • Contact us
  • CanadaSelect your role
NinetyOne
  • About us
  • Insights
  • Strategies
  • Emerging markets
  • Sustainability
  • Quality investing
Canada
Select your role