Insights

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

Search insights

Latest insights

Nicolas Jaquier reports on his recent trip to Colombia and Peru, where political risks are receding and sustainable finance opportunities are emerging.

Explore our hubs

Inflation

The era of cheap money has come to an end, and no one is quite sure what will happen next. Investors need to be armed with options, and this hub seeks to inform readers about the latest thinking from across the business.

Macro insights

Macro events can shape the future. Getting the direction of travel correct is a key driver of long-term investment performance, and that’s why assessing the implications of major events is crucial.

2023 Investment Views

Explore our macro outlook and hear from your portfolio managers on their asset classes.

Sustainability

We believe that the privilege of investing your capital carries with it a responsibility to try to secure a sustainable future.

Investment Institute

All rise: Assessing inflation risk in a post-pandemic world

Inflation arises from complex interactions between multiple factors over long periods, making it difficult to predict. Ninety One’s Investment Institute explores inflation in theory and practice, and considers what history tells us about the inflationary outlook now.

EM Perspectives: takeaways from our annual seminar

With emerging markets returning to the agenda of many of the world’s biggest asset allocators, our annual two-day investor workshop has made a timely return.

Why corporates must act

Written by independent researchers from Imperial College London and Reading University through Imperial Consultants, this paper looks at the physical risks of climate change and its potential impact on corporates and financial markets.

A disorderly transition

Evidence suggests the transition to a low-carbon economy will be disorderly. By allocating to ‘transition assets’, investors can mitigate some of the disorder, while potentially generating positive outcomes for their portfolios. This paper makes the case for transition investing, and explains how to identify a true ‘transition asset’.

In the crossfire: revisiting the investment case for emerging markets

Sahil Mahtani and Philip Saunders analyse the last 10 years of EM investing with an eye to what investors can expect ahead.

All rise: Assessing inflation risk in a post-pandemic world

A disorderly transition

All rise: Assessing inflation risk in a post-pandemic world

Road to 2030

The rise of China

Predictions are straightforward to make but hard to get right. For Chinese economic growth, things have typically been a little easier, since GDP growth is an input into (rather than an output of) China’s planning regime. The success of that developmental system is why China’s economy has grown fourfold over the last 20 years, from the global number six to number two today.

Demographics

Demographic challenges by their nature take time to materialise and addressing them has always been difficult to prioritise within the context of an electoral cycle. Unlike the complex adaptive system that is the global economy, demographics is relatively straightforward to model, being largely a function of births, deaths and life expectancy. What is less certain, however, is the impact these trends will have on their respective economies, as the spirit of Thomas Malthus bears testament to.

Road to 2030

Road to 2030 is a thematic project designed to highlight undiscounted change. We believe that understanding the key long-term structural thematic drivers is the basis of good investment thinking. The project provides our clients with a useful framework for making investment decisions.

Scenarios

Our scenarios are designed to help stir the imagination and highlight areas of undiscounted change. They ask investors to think through the investment judgment they would make if certain conditions are fulfilled and therefore before the decision actually has to be taken.

Climate change

Climate change, and the world's response to it, will profoundly alter the economy and society. Here we examine the multi-faceted impact on investments, which we divide principally into transition risks and physical risks.

The rise of China

Demographics

The rise of China

Demographics

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Insights

Latest insights

Notes from the road: Colombia and Peru

Notes from the road: Colombia and Peru

In conversation: A disorderly transition

What the collapse of SVB means for investors

Notes from the road: South East Asia

Emerging markets

In the crossfire: revisiting the investment case for emerging markets

Planetary Pulse

The rise of transition finance

Explore our hubs

Inflation

Macro insights

2023 Investment Views

Sustainability

Investment Institute

EM Perspectives: takeaways from our annual seminar

Why corporates must act

A disorderly transition

In the crossfire: revisiting the investment case for emerging markets

Road to 2030

Road to 2030

Scenarios

Climate change

The rise of China