Unlocking the potential
Home to a diverse range of growing economies and companies, emerging markets are increasingly important for investor portfolios.
Population and GDP breakdown are from the IMF and Equity / Debt ownership is based on allocations tracked by Broadridge (as at Q3 2023).
Actively investing across the opportunity set
Our track record includes global and regional strategies in equities, fixed income, and both public and private markets.
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Emerging markets equities Fundamental, bottom-up investing in global and regional emerging equity markets, offering both multi-factor and sustainable solutions. |
Emerging markets sovereign debt High-conviction investing in a diverse opportunity set, never compromising on portfolio diversification. |
Emerging markets credit Built from the bottom up, based on high-conviction investment ideas and a very careful eye on market valuations. |
Emerging markets transition debt Integrated public/private market investing at the intersection of impact and returns in a major structural growth theme. |
Why Ninety One for emerging markets investing
Emerging markets
View our latest insights
Emerging markets insights
Read the thoughts of our portfolio managers and analysts on what’s happening in emerging markets and what that means for investors.
Key publications
Net-zero investing: searching for returns and real-world change
Shifting from reducing financed emissions to financing reduced emissions. Using practical examples, this paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and beneficiaries.
A new capex supercycle: driving powerful and transformative growth
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.
Net-zero investing: searching for returns and real-world change
Shifting from reducing financed emissions to financing reduced emissions. Using practical examples, this paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and beneficiaries.
A new capex supercycle: driving powerful and transformative growth
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.