Transition investing
Investment opportunities in the shift to a low-carbon economy. This portal brings clarity to transition investing - offering specialist knowledge, expert views and real-world stories of transition in action.
Global
Insights
Market and portfolio insights, webinars & events curated from across our investment teams to help you steer through changing investment landscapes.
Article
Credit Chronicle: Q3 2026
Our credit experts review how credit markets fared in the third quarter of the year and share the latest scorecards for the global credit universe.
3 minutes
15 Oct 2026
Deliberating EM debt
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. Here we outline the key considerations – relating to returns, fees and benchmark construction – behind our view that passive approaches are sub-optimal for EM debt investors.
9 minutes
14 Oct 2026
Quality
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. Over time, the business has transformed itself into a provider of critical communication networks for emergency services globally. Paul Jones explains why this makes the company an ideal candidate for the Quality universe.
4 minutes
09 Oct 2026
EMD Indicator
Emerging Market Debt Indicator – September 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
09 Oct 2026
Market review
Q3 in review
Markets diverged in the third quarter, with equities holding firm while bonds sold off as yields rose. A renewed US-Iran escalation lifted Brent crude sharply, reviving inflation concerns and prompting central banks in the US, Eurozone and Japan to raise rates in September. Equities still made modest gains, led by the US and supported by resilient growth and robust earnings, while gold and copper also rose.
8 minutes
06 Oct 2026
Notes from the road
Talking EM equities
A trip to the US over the summer to speak with allocators highlighted strong interest in EM equities. But it also flagged important questions about investing in this dynamic and recently underexplored part of the stock market.
8 minutes
05 Oct 2026
4Factor
Gold: what central-bank buying means for mining equities
Central banks have returned to the gold market in force since the Q1 slowdown. With the gold price appearing better supported than many market participants had assumed, the case for a re-rating of gold equities is strengthening.
3 minutes
16 Sep 2026
Value
Value investing Q&A: Finding opportunity in uncertainty
The Value team explains how it hunts for mispricings in moments of rising uncertainty in markets.
5 minutes
15 Sep 2026
Macroscope
The global bond selloff isn't as global as it looks
Developed-market bond yields have risen together, but for very different reasons. The contrast between the UK and US shows why investors need to look beneath the headline move.
5 minutes
14 Sep 2026
EMD Indicator
Emerging Market Debt Indicator – August 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
11 Sep 2026
Emerging Markets Equity
EM technology: a volatile but integral part of AI’s future
EM equity gains in 2026 have been narrow, concentrated in AI-driven information technology. Archie Hart and Varun Laijawalla explain why this memory upcycle looks structurally different to previous ones, with recent earnings from the key players supporting a fundamentals story. They believe the theme is early, rather than exhausted.
8 minutes
10 Sep 2026
All China Equity
Beyond AI: the growth engines transforming China
Growth momentum is building across the Chinese economy, not solely in technology-linked sectors. We see opportunities for investors to align with the country’s ongoing structural transformation.
5 minutes
09 Sep 2026
4Factor
The revenge of the old economy
AI is driving new demand for commodities, while supply remains disciplined – supporting the outlook for natural resources equities.
7 minutes
08 Sep 2026
Market review
August in review
August was a strong month for risk assets, with equities extending their advance as gold surged on renewed fiscal and inflation concerns. Resilient earnings, highlighted by another blowout Nvidia report, drove US and European equities to fresh records, while sharp moves in bond yields kept fixed income markets volatile. Gold jumped 10% as investors sought protection against inflation and financial repression, while emerging markets extended their gains on the back of the AI trade.
8 minutes
03 Sep 2026
Emerging Markets Equity
EM still in its multi-year ascent
It has been another strong year for EM equities, which has left many investors pondering where exactly we are in this cycle. Archie Hart and Varun Laijawalla explain why there is scope to capture a re-rating that they believe has considerable upside from here.
6 minutes
25 Aug 2026
Picture this
Picture this: The AI financing boom shakes up credit markets
The AI theme in credit markets is evolving rapidly. New financing packages can provide better compensation for risk but they require careful diligence.
1 minute
25 Aug 2026
Deliberating EM debt
Emerging market debt – navigating headwinds, eyeing the horizon
The headwinds facing EM debt today are cyclical and manageable, with mispricing and divergence across countries creating a fertile hunting ground for active investors. Crucially, the strength of structural tailwinds behind the asset class is undiminished.
5 minutes
21 Aug 2026
EMD Indicator
Emerging Market Debt Indicator - July 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
14 Aug 2026
Hidden GEMS
A prolonged El Niño could complicate the path back to lower inflation
Overlapping pressures across agriculture, fertiliser and energy markets could create fresh inflationary risks this year, with wide ranging implications for commodity markets, monetary policy and emerging market assets.
4 minutes
12 Aug 2026
Market review
July in review
Global markets split sharply in July, as a reassessment of AI valuations collided with a renewed oil shock. Doubts over AI capex and monetisation weighed heavily on technology and semiconductor stocks, while the collapse of the US-Iran agreement drove oil prices sharply higher, lifting energy, defence, and value-oriented markets. The result was one of the sharpest rotations in market leadership so far this year.
13 minutes
07 Aug 2026
Macro insights
Multi Asset Strategy Quarterly – July 2026
Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs our investment outlook for the coming quarter. This includes concise summaries of our asset class views.
5 minutes
03 Aug 2026
Investment Institute
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.
30 Jul 2026
Investment Institute
AI and the return of US equity supply
A shrinking supply of shares has flattered US equity returns for years. The AI issuance boom is putting that into reverse.
15 minutes
30 Jul 2026
Credit Chronicle
Credit Chronicle: Q2 2026
Our credit experts review how credit markets fared in the second quarter of the year and share the latest scorecards for the global credit universe.
10 minutes
29 Jul 2026
Emerging markets
Lessons from Latin America’s elections extend far beyond the ballot
Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.
8 minutes
13 Jul 2026
EMD Indicator
Emerging Market Debt Indicator – June 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
10 Jul 2026
Notes from the road
Four themes shaping the next phase of energy markets
Markets are pricing in a rapid normalisation of Middle East oil supply following the US-Iran conflict. The talk at a resources industry conference highlights that risks remain.
6 minutes
07 Jul 2026
Quality
The music is still playing. But for how long?
As AI euphoria drives markets to historic concentration levels, the question every investor should be considering is: how much longer can the music play?
7 minutes
06 Jul 2026
Market review
Q2 in review
Risk assets had one of their strongest quarters in years, with easing geopolitical risks in the Middle East backed up by resilient earnings, and continued AI-capex-driven growth. Emerging markets, especially Korea and Taiwan, outperformed the US, while commodities came under pressure after the peace deal and expectations for rate hikes. Global credit markets also delivered a strong rebound over the quarter.
8 minutes
03 Jul 2026
Sustainable investing
Why a just energy transition requires an all-systems approach
A just energy transition is about more than decarbonisation. Using South Africa as a live example, this paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role investors can play in supporting them.
5 minutes
01 Jul 2026
Hidden GEMS
The bull case for emerging markets just got stronger
As global investors reassess their allocations, emerging markets are entering the second half of the year from a position of genuine strength.
5 minutes
29 Jun 2026
Value
Rethinking value investing
A low multiple is not necessarily a sign of value. Genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.
6 minutes
26 Jun 2026
Private Markets
Emerging market private credit – what, why and how to invest
Rising risks are increasingly evident in developed private credit markets. However, the dynamics look very different in less explored jurisdictions.
6 minutes
23 Jun 2026
Macroscope
The great transatlantic divergence
AI and the Iran conflict are pushing Europe and the US onto sharply different economic and monetary paths.
5 minutes
17 Jun 2026
EMD Indicator
Emerging Market Debt Indicator – May 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
11 minutes
15 Jun 2026
Equities
The $1.75 trillion question: an IPO that could change everything
The SpaceX IPO is just the opening act. With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets, and for the investors who have to decide what to do about them.
13 minutes
11 Jun 2026
Market review
May in review
Financial markets were broadly positive in May. Global equities advanced, led by technology stocks as AI enthusiasm remained a key driver of performance. Bond markets were more volatile, with a sharp mid-month sell-off driven by inflation concerns and uncertainty surrounding the US-Iran conflict. However, sentiment improved later in the month as hopes of a US-Iran deal increased, helping oil prices to fall sharply and supporting both sovereign bonds and credit markets. Commodities were mixed overall, with industrial metals advancing while Brent crude recorded its largest monthly decline since the pandemic.
13 minutes
03 Jun 2026
Hidden GEMS
Resilience and divergence: emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
7 minutes
27 May 2026
Global Natural Resources
Preparing for regime change: the role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime shifts. The asset class has distinct performance drivers that may complement existing equity allocations.
8 minutes
22 May 2026
From the income desk
Making sense of recent market moves
Amid a volatile geopolitical backdrop, risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Co-head of Developed Market Credit, Justin Jewell, and Investment Director, Jared Cook, discuss these themes and consider how credit investors can navigate them.
7 minutes
19 May 2026
Macroscope
Markets test the limits of AI optimism and oil risk
Markets may be underestimating the economic impact of the Hormuz disruption even as AI optimism accelerates, creating a growing disconnect between buoyant markets, fragile consumers and geopolitical risk.
7 minutes
18 May 2026
Deliberating EM debt
Global Frontier Debt: understanding – and navigating – an increasingly relevant asset class
Frontier markets are increasingly relevant for today’s portfolios, but expertise and conviction are vital for successful investment outcomes.
5 minutes
15 May 2026
Notes from the road
Visible champions and invisible leaders
A research trip to China has reinforced that the energy transition and intelligent economy are accelerating – and investable
6 minutes
15 May 2026
EMD Indicator
Emerging Market Debt Indicator – April 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
15 May 2026
Sustainable Equity
Why there’s a HALO over decarbonisation companies
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle.
6 minutes
15 May 2026
Global Natural Resources
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities or equities, but the outcomes can look very different over time. This paper explores why natural resources equities have historically provided a broader and more resilient source of returns.
5 minutes
13 May 2026
Market review
April in review
Financial markets surged in April, defying geopolitical tensions. Global equities delivered their strongest gain since late 2020, led by technology and AI-linked stocks, even as the US-Iran conflict kept oil prices elevated and complicated the inflation outlook. Government bonds weakened as higher energy prices pushed out rate cut expectations, while credit markets performed well in the risk-on environment. Commodities were mixed: industrial metals advanced, oil was volatile, and gold was flat. Investor sentiment improved as markets looked past near-term risks and focused on resilient earnings and structural growth themes.
8 minutes
11 May 2026
Multi-Asset
Capital Market Assumptions - April 2026
Ninety One’s Capital Market Assumptions framework focuses on the key drivers of long-term performance. We do this to better understand possible future returns, enriching discussions with our clients.
20 minutes
08 May 2026
Credit Chronicle
Credit Chronicle: Q1 2026
Our credit experts review how credit markets fared in the first quarter of the year and share the latest scorecards for the global credit universe.
10 minutes
06 May 2026
Sustainable Equity
Long power, short chips – China’s electrostate advantage
Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.
5 minutes
30 Apr 2026
Macro insights
Multi-Asset Strategy Quarterly – April 2026
Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs our investment outlook for the coming quarter. This includes concise summaries of our asset class views.
5 minutes
30 Apr 2026
Emerging markets
Boots on the ground: a different perspective on the IMF Spring Meetings
Three members of our EM Debt team went to Washington, DC – we asked them to share their highlights and pointers for investors, including a behind-the-scenes perspective on this important annual event.
10 minutes
29 Apr 2026
Picture this
Picture this: in today’s credit markets, the real risks lurk in the shadows
Recent news headlines have driven up scrutiny of private credit market risks and sparked a sell-off in mainstream public credit markets. But market moves mask a divergent picture of risk exposure. Our Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.
5 minutes
28 Apr 2026
Emerging perspectives
Private debt: hidden strengths in emerging markets
Pressure is building in US private debt as weaker underwriting standards, rising defaults and AI-disruption risks combine to create a perfect storm. In contrast, investors in emerging markets can access asset-heavy borrowers, in deal structures that offer higher senior-secured yields and stronger protections.
18 minutes
21 Apr 2026
Hidden GEMS
Hidden GEMs: Why the oil shock could accelerate the energy transition
Oil shocks don’t just disrupt, they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by emerging markets.
5 minutes
21 Apr 2026
Multi-Asset Credit
Credit investing in a higher-risk private market regime
Concerns around risk in private markets have prompted a reassessment of the asset class and driven a sell-off across developed credit markets. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in the broader public credit market.
5 minutes
21 Apr 2026
EMD Indicator
Emerging Market Debt Indicator – March 2026
Reflections on developments across the EM Debt investment universe in March, and the EM Debt team's latest outlook and positioning.
14 minutes
15 Apr 2026
Market review
Q1 in review
Global markets took a decisive turn in the first quarter (Q1) of 2026, as early optimism gave way to a geopolitical shock. A strong start to the year was derailed by escalating conflict in the Middle East, triggering a sharp surge in oil prices, reigniting inflation concerns and forcing a rapid re-pricing of interest rate expectations. The result was a broad-based risk-off move across global markets, with macroeconomic factors reasserting themselves as the primary drivers of market performance.
13 minutes
14 Apr 2026
Investment Institute
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.
14 Apr 2026
Deliberating EM debt
Emerging market debt: unlocking the full potential
Shifting asset class behaviour is forcing a rethink of allocation approaches and fuelling demand for greater diversification. In this context, emerging market debt is highly relevant, but implementation is key.
6 minutes
10 Apr 2026
Natural resources
The new commodity order: geopolitics, AI and the scramble for resources
A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a re-ordering of global supply chains.
6 minutes
09 Apr 2026
Deliberating EM debt
EM debt: the evolution of an asset class
EM debt has become an important component of the global debt market. The transformation has resulted in robust credit quality across a highly diverse opportunity set that’s ripe with alpha-capture potential.
9 minutes
08 Apr 2026
Macroscope
Is the Iran crisis an early 2020 moment for markets?
War in the Middle East and the disruption of energy flows through the Strait of Hormuz has potentially introduced a stagflationary shock at a time when markets were positioned for a goldilocks or reflationary backdrop. There are three parallels to the early 2020 dynamic that investors should note, according to Sahil Mahtani, Director, Investment Institute.
6 minutes
26 Mar 2026
Global Natural Resources
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.
4 minutes
24 Mar 2026
EMD Indicator
Emerging Market Debt Indicator – February 2026
Reflections on developments across the EM Debt investment universe in February, with an update on portfolio positioning in the context of the current conflict in the Middle East.
14 minutes
12 Mar 2026
Emerging markets
Reassessing emerging market equity allocations
Market conditions appear to be shifting in favour of emerging market equities. We explore how to structure an allocation to achieve broad exposure to the return-potential of the asset class while managing risks.
18 minutes
10 Mar 2026
Global Natural Resources
Oil shock: when geopolitics shuts the taps
Oil markets have reacted sharply to the effective closure of the Strait of Hormuz. Paul Gooden, Head of Global Natural Resources at Ninety One, explains why the disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and what it could mean for energy markets in the weeks and months ahead.
4 minutes
10 Mar 2026
Market review
February in review
Financial markets were broadly positive in February. US Treasury yields declined and global equities posted gains on resilient economic data. However, technology stocks had a weaker month, selling off amid concerns about potential disruption from AI. Commodities were again strong: precious metals continued to rally, while oil prices rose, partly on fears of escalating conflict in the Middle East. US-Israeli strikes on Iran took place on the final day of the month after most financial markets had closed. Meanwhile, the US Supreme Court struck down some of the tariffs imposed last year, although new levies were soon introduced via an alternative legal route.
13 minutes
06 Mar 2026
Investment Institute
War in the Gulf
War in the Middle East has brought one of the market’s long-standing geopolitical fault lines into sharp focus, particularly the risk of disruption in the Strait of Hormuz. Against an already fragile backdrop, the key question is whether this episode remains contained or escalates into a shock with global economic consequences.
5 minutes
02 Mar 2026
Global Equity
Global Equity: A resurgence of core
Global equities are entering a new regime that looks very different from the last decade. As market leadership broadens and rotations accelerate, investors are reassessing the role of core within portfolios.
8 minutes
25 Feb 2026
From the income desk
A different perspective on high-yield markets
Reflecting on recent developments in the high-yield corporate debt market, Ellie Clapton and Darpan Harar provide pointers on how to identify the most attractive investment opportunities.
7 minutes
24 Feb 2026
EMD Indicator
Emerging Market Debt Indicator – January 2026
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
16 Feb 2026
China
A steadier stride: investing in a changed China in the Year of the Horse
As China moves from the Year of the Snake into the Year of the Horse, the next animal in the 12-year Chinese zodiac cycle, investors are asking whether the horse’s association with strength and dynamism will be reflected in how China’s markets are positioned to perform.
12 minutes
11 Feb 2026
Deliberating EM Equities
Why it pays to be active in EM equities
Capital is returning to emerging market equities. This paper sets out why the investment approach matters and why active strategies have been rewarded in emerging markets.
11 minutes
06 Feb 2026
Market review
January in review
A noisy month in geopolitics drove up market volatility, but global equities made gains – helped by signs of strength in the global economy. US dollar weakness and inflows from investors seeking diversification boosted emerging market (EM) assets. In fixed income, softer inflation data supported European bonds, but political uncertainty jostled Japan's yield curve. Commodities made a strong start to the year.
13 minutes
05 Feb 2026
Macroscope
Why a Fed reset doesn’t change the bigger picture for US assets
A credible Fed nominee may soothe ‘Irritable Powell Syndrome’, but it doesn’t alter the structural forces driving global diversification, according to Sahil Mahtani, Investment Institute Director.
5 minutes
05 Feb 2026
Credit Chronicle
Credit Chronicle: Q4 2025
Our credit experts review how credit markets fared in the fourth quarter of the year and share the latest scorecards for the global credit universe.
3 minutes
04 Feb 2026
Macro insights
Multi-Asset Strategy Quarterly – January 2026
Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs our investment outlook for the coming quarter. This includes concise summaries of our asset class views.
5 minutes
30 Jan 2026
Investment Institute
Podcast | Energy, geopolitics, and markets: reflections from Miami
Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldman Sachs Global Energy Conference in Miami.
14 Jan 2026
Hidden GEMS
Hidden GEMs: An EM debt investor’s navigation guide to 2026
After a year that pushed emerging market (EM) debt further into the mainstream, opportunities to capture alpha persist across regions and instruments.
8 minutes
14 Jan 2026
Market review
Q4 in review
Risk assets capped a strong year with gains in Q4. Equities rose, while credit and emerging markets fixed income also delivered healthy returns. Oil lagged, but other commodities finished on a high, with precious metals extending their advance. The US Federal Reserve cut interest rates twice during the quarter, but officials made it clear that the bar for further easing is rising.
14 minutes
13 Jan 2026
EMD Indicator
Emerging Market Debt Indicator – December 2025
Our EM Debt team shares its latest outlook and positioning across the investment universe.
14 minutes
13 Jan 2026
2026 Investment Views
2026 Investment Views
After a disorienting 12 months, investors need to recalibrate their perceptions of risk – a ‘Goldilocks’ macro environment is likely to prevail in 2026. But while conditions appear ‘just right’, thoughtful positioning is required within each asset class.
12 Jan 2026
Investment Institute
Podcast | Venezuela: on the ground in Caracas with International Crisis Group
Sahil Mahtani, Director of Ninety One’s Investment Institute, and Nicolas Jaquier, EM Fixed Income Portfolio Manager, are joined by Phil Gunson, Senior Analyst at the International Crisis Group, who is based in Caracas for an on-the-ground perspective on the rapidly evolving situation in Venezuela.
12 Jan 2026
Emerging Markets Corporate Debt
From the Middle East to Latin America, opportunities abound
Some areas of this increasingly mature asset class look expensive today. But a bottom-up perspective reveals plenty of opportunities across the globe, with enduring inefficiencies creating compelling value for investors.
5 minutes
12 Jan 2026
All China Equity
Navigating the Year of the Horse
There are plenty of catalysts for Chinese equities in 2026, with the latest Five-Year Plan likely to be the centre of attention. We believe that there are abundant opportunities in the Chinese equity market, which still trades at a notable discount to developed markets.
4 minutes
12 Jan 2026
2026 EM outlook
Nearer the start of a multi-year cycle
Emerging markets outperformance tends to happen in multi-year cycles. The question for 2026 is whether we are closer to the end or the beginning of this EM cycle. There is strong evidence that it is the latter.
18 minutes
12 Jan 2026
Emerging Market Sovereign Debt
Market mispricing persists amid rising resilience
Increasingly relevant and in focus, EM debt has entered a more resilient and mature phase. But market inefficiencies continue to provide ample opportunity.
6 minutes
12 Jan 2026
European Equity
Europe is finally positioned for growth
For the first time in years, Europe can position itself as not just looking cheap, but investable. With more reforms than we have seen in decades and bolder political decision-making, Europe now has a clear line of sight to accelerating GDP and earnings growth into 2026 and beyond.
4 minutes
12 Jan 2026
2026 Investment Views
A less-crowded market moving into focus
Demand for capital is rising among Europe’s mid-sized companies, creating an ample pipeline of deals across a range of sectors. Supportive structural tailwinds remain strong, offering investors a compelling risk/return profile in this increasingly in-focus corner of the private credit market.
4 minutes
12 Jan 2026
Global Equity
Maintain a laser focus on stock selection in a broadening market
2025 was a year marked by substantial volatility on an ultimately upward trend. We expect the sharp divergence across winners and losers to continue, and this lends itself to a disciplined approach to portfolio construction, driven by a laser focus on stock selection.
4 minutes
12 Jan 2026
Explore our insight hubs
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.
EM Perspectives
Our emerging market experts aim to help make sense of the broad and diverse emerging market opportunity set. They cut through the noise to reveal what’s really relevant for investors.
Sustainability
We believe that the privilege of investing your capital carries with it a responsibility to try to secure a sustainable future.
Transition investing
Investment opportunities in the shift to a low-carbon economy. This portal brings clarity to transition investing - offering specialist knowledge, expert views and real-world stories of transition in action.
Investment Institute
An investment-led platform for insights, partnership and research.
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.
Notes from the road
Ninety One’s analysts and portfolio managers file investment briefings from all over the world. Catch up on their Notes from the Road here.