Emerging perspectives
EM in Discussion
Join us for the second season of Ninety One Live: EM in Discussion where our experts drill into emerging market investing, discuss key themes and tackle questions on investors’ minds.
01We believe that the emerging market corporate debt opportunity is best captured by a rigorous bottom-up approach, informed by top-down analysis. |
02Our investment process looks for bonds issued by fundamentally strong businesses that are mispriced by the market. |
03Our approach is underpinned by a strong team culture that involves the collaboration of high calibre individuals to challenge investment decisions. |
04We construct the portfolio based on our conviction in individual positions and risk & liquidity considerations, and in alignment with our top-down sector and risk targets. |