Ninety One

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.

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.

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.

The physical reality of an oil shock

The closure of the Strait of Hormuz has triggered a severe global oil supply shock, leaving the market with a deficit that available alternatives cannot meaningfully offset. While prices have yet to fully reflect the strain, tightening inventories and disrupted flows point to higher near-term volatility and a lasting shift in the oil price outlook.

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.

Beyond the one-way trade

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.

The physical reality of an oil shock

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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