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Why a sideways dollar isn’t the end of the emerging markets story

A weaker dollar has long been a tailwind for emerging market returns. The US currency may trade sideways for a spell, while Paris and Beijing hold back the euro and Asian currencies, but its structural downcycle is far from over.

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Read more

The end of plenty – opportunities in agriculture

A week in the Corn Belt, including farm visits and meetings with companies across the US agricultural value chain, highlighted that the backdrop in agriculture is changing. We see selective opportunities for long-term investors.

Learn more
Learn more

Weighing passive and active approaches to EM debt investing

EM debt remains an asset class in which asset allocators favour an active management approach, but the passive versus active debate continues.

Learn more
Learn more

Motorola: an integral player in critical communications

While many people still associate the Motorola name with the flip phones of the 1990s and early 2000s, this nostalgia is a thing of the past.

Learn more
Learn more

Why a sideways dollar isn’t the end of the emerging markets story

A weaker dollar has long been a tailwind for emerging market returns. The US currency may trade sideways for a spell, while Paris and Beijing hold back the euro and Asian currencies, but its structural downcycle is far from over.

Read more
Read more

The end of plenty – opportunities in agriculture

A week in the Corn Belt, including farm visits and meetings with companies across the US agricultural value chain, highlighted that the backdrop in agriculture is changing. We see selective opportunities for long-term investors.

Learn more
Learn more

Weighing passive and active approaches to EM debt investing

EM debt remains an asset class in which asset allocators favour an active management approach, but the passive versus active debate continues.

Learn more
Learn more

Motorola: an integral player in critical communications

While many people still associate the Motorola name with the flip phones of the 1990s and early 2000s, this nostalgia is a thing of the past.

Learn more
Learn more

Weighing passive and active approaches to EM debt investing

EM debt remains an asset class in which asset allocators favour an active management approach, but the passive versus active debate continues.

Motorola: an integral player in critical communications

While many people still associate the Motorola name with the flip phones of the 1990s and early 2000s, this nostalgia is a thing of the past.

Why a sideways dollar isn’t the end of the emerging markets story

A weaker dollar has long been a tailwind for emerging market returns. The US currency may trade sideways for a spell, while Paris and Beijing hold back the euro and Asian currencies, but its structural downcycle is far from over.

The end of plenty – opportunities in agriculture

A week in the Corn Belt, including farm visits and meetings with companies across the US agricultural value chain, highlighted that the backdrop in agriculture is changing. We see selective opportunities for long-term investors.

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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.

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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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About us

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.

Insights

Market and portfolio insights, webinars & events curated from across our investment teams to help you steer through changing investment landscapes.

Strategies

Every investment decision is informed by diligent research, a long-term focus, and the experience and expert insight of our investment professionals. Each investment strategy is carefully designed to address our clients’ range of investment requirements.

Investor relations

Latest Ninety One investor information.

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

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

Investment Institute

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

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