Fixed income isn't necessarily the best way to deliver bond-like outcomes

Finance’s evolving role in achieving net zero

The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Volatility is creating opportunities

Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.

Embrace the contrarian opportunity

Sustainable investing has had a difficult year. Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Great conditions for dynamic ‘go anywhere’ credit investors

Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.

What the US election means for emerging markets investors

A shift in gear or more of the same? Portfolio managers Archie Hart and Thys Louw consider the implications of Trump’s election victory for emerging markets and discuss what it means for investors.

US election: A clear cut result, but what does it mean for the economy?

US equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.

Digesting the result from a Quality perspective

While there has been some short-term volatility in the immediate aftermath of the decisive election result, Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.

US election shakes up commodity markets; spotlight on China and trade policies 

While US equity markets reacted favourably, commodity markets remained more cautious. Much hinges on Trump’s stance on international relations – including towards Iran, Russia, China – and its impact on the global economy and, consequently, global commodity prices.

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Deirdre Cooper considers what lies ahead for investors in global decarbonisation.

Keep active in a bearish oil market

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key.

US election | how a Trump or Harris victory will shape markets

The conventions are over, the banners banished, and the balloons have popped. Now Kamala Harris and Donald Trump get serious in the run-up to November 5th. Without picking sides, Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Jason Borbora-Sheen disagrees, even suggesting continued disinflation is possible. Central bank reactions remain a key focus for market participants, and all eyes will be on the US Fed come 18 September.

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. What really happened, why, and was it avoidable?

Actively navigating EM equities

Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two EM powerhouses – India and China.

19 minutes

The year of the ballot: a mid-year snapshot

Dubbed the "Year of the Ballot," numerous emerging market elections have now been concluded, notably South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact on the markets.

China A shares are back

Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

10 minutes

Medicine for change

In this episode we examine important healthcare topics including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

10 minutes

The climate challenge is still daunting, but COP28 offered hope

John Green, Chief Commercial Officer and Annika Brouwer, Sustainability Specialist reflect on their time at COP28, the progress that’s been made and the highlights from a climate finance perspective.

Positioning for the next cycle

A radical reset in borrowing costs has changed the rules of the game for investors. Philip Saunders and Sahil Mahtani assess the outlook for 2024 and beyond, and discuss where to invest for a new market cycle.

Emerging markets: favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.

Finance’s evolving role in achieving net zero

The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Volatility is creating opportunities

Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.

Embrace the contrarian opportunity

Sustainable investing has had a difficult year. Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Great conditions for dynamic ‘go anywhere’ credit investors

Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.

What the US election means for emerging markets investors

A shift in gear or more of the same? Portfolio managers Archie Hart and Thys Louw consider the implications of Trump’s election victory for emerging markets and discuss what it means for investors.

US election: A clear cut result, but what does it mean for the economy?

US equity markets reacted favourably to the US election result. However, Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.

Digesting the result from a Quality perspective

While there has been some short-term volatility in the immediate aftermath of the decisive election result, Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.

US election shakes up commodity markets; spotlight on China and trade policies 

While US equity markets reacted favourably, commodity markets remained more cautious. Much hinges on Trump’s stance on international relations – including towards Iran, Russia, China – and its impact on the global economy and, consequently, global commodity prices.

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Deirdre Cooper considers what lies ahead for investors in global decarbonisation.

Keep active in a bearish oil market

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key.

US election | how a Trump or Harris victory will shape markets

The conventions are over, the banners banished, and the balloons have popped. Now Kamala Harris and Donald Trump get serious in the run-up to November 5th. Without picking sides, Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Jason Borbora-Sheen disagrees, even suggesting continued disinflation is possible. Central bank reactions remain a key focus for market participants, and all eyes will be on the US Fed come 18 September.

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. What really happened, why, and was it avoidable?

Actively navigating EM equities

Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two EM powerhouses – India and China.

19 minutes

The year of the ballot: a mid-year snapshot

Dubbed the "Year of the Ballot," numerous emerging market elections have now been concluded, notably South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact on the markets.

China A shares are back

Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

10 minutes

Medicine for change

In this episode we examine important healthcare topics including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

10 minutes

The climate challenge is still daunting, but COP28 offered hope

John Green, Chief Commercial Officer and Annika Brouwer, Sustainability Specialist reflect on their time at COP28, the progress that’s been made and the highlights from a climate finance perspective.

Positioning for the next cycle

A radical reset in borrowing costs has changed the rules of the game for investors. Philip Saunders and Sahil Mahtani assess the outlook for 2024 and beyond, and discuss where to invest for a new market cycle.

Emerging markets: favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.

Finance’s evolving role in achieving net zero

The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Volatility is creating opportunities

Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.

Embrace the contrarian opportunity

Sustainable investing has had a difficult year. Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Great conditions for dynamic ‘go anywhere’ credit investors

Historically high yields across global credit markets underpin a positive outlook for the asset class. With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.

Fixed income isn't necessarily the best way to deliver bond-like outcomes

Big Picture podcasts

What the US election means for emerging markets investors

US election: A clear cut result, but what does it mean for the economy?

Digesting the result from a Quality perspective

US election shakes up commodity markets; spotlight on China and trade policies

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US election shakes up commodity markets; spotlight on China and trade policies 