Is cash really king?

Rethinking diversification

Why is diversification in fixed income portfolios more important than ever, and what’s the best way to achieve it today? Ellie Clapton and Darpan Harar explore the key considerations in the current environment.

7 minutes

Bonds back in focus

Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Beyond correlations: Real considerations for alternatives

Correlation, or the relationship between two assets, is often seen as the holy grail of investors – when one asset goes up, the other goes down, providing investors with a measure of protection. However, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

From the multi-asset income desk: reaching the debt ceiling

Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the top of the agenda.

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.

Rethinking defence in credit markets

In a world of tightening spreads, shifting policies, and rising geopolitical tension, credit investors face increasing uncertainty. Ninety One’s co-head of Developed Market Credit, Justin Jewell, and Investment Director Ellie Clapton explore how geographic flexibility and selective positioning are key to navigating today’s evolving market conditions.

5 minutes

Modernising Defence

Ellie Clapton and Jason Borbora-Sheen unpack why the 60/40 playbook is under pressure, and how to modernise defence for a more volatile world.

6 minutes

Rethinking diversification

Why is diversification in fixed income portfolios more important than ever, and what’s the best way to achieve it today? Ellie Clapton and Darpan Harar explore the key considerations in the current environment.

7 minutes

Bonds back in focus

Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Beyond correlations: Real considerations for alternatives

Correlation, or the relationship between two assets, is often seen as the holy grail of investors – when one asset goes up, the other goes down, providing investors with a measure of protection. However, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

From the multi-asset income desk: reaching the debt ceiling

Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the top of the agenda.

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.

Rethinking defence in credit markets

In a world of tightening spreads, shifting policies, and rising geopolitical tension, credit investors face increasing uncertainty. Ninety One’s co-head of Developed Market Credit, Justin Jewell, and Investment Director Ellie Clapton explore how geographic flexibility and selective positioning are key to navigating today’s evolving market conditions.

5 minutes

Modernising Defence

Ellie Clapton and Jason Borbora-Sheen unpack why the 60/40 playbook is under pressure, and how to modernise defence for a more volatile world.

6 minutes

Rethinking diversification

Why is diversification in fixed income portfolios more important than ever, and what’s the best way to achieve it today? Ellie Clapton and Darpan Harar explore the key considerations in the current environment.

7 minutes

Bonds back in focus

Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Beyond correlations: Real considerations for alternatives

Correlation, or the relationship between two assets, is often seen as the holy grail of investors – when one asset goes up, the other goes down, providing investors with a measure of protection. However, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

From the multi-asset income desk: reaching the debt ceiling

Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the top of the agenda.

Global

Is cash really king?

It’s not a yes or no question argues Jason Borbora-Sheen.

Ellie Clapton

Jason Borbora-Sheen

Authored by

Ellie Clapton

Investment Director

Jason Borbora-Sheen

Portfolio Manager

Views from the income desk

Rethinking diversification

Bonds back in focus

Beyond correlations: Real considerations for alternatives

From the multi-asset income desk: reaching the debt ceiling

A different perspective on high-yield markets

Rethinking defence in credit markets

Modernising Defence

Rethinking diversification

Bonds back in focus

Beyond correlations: Real considerations for alternatives

From the multi-asset income desk: reaching the debt ceiling

A different perspective on high-yield markets

Rethinking defence in credit markets

Modernising Defence

Rethinking diversification

Bonds back in focus

Beyond correlations: Real considerations for alternatives

From the multi-asset income desk: reaching the debt ceiling

Insights

Global

Is cash really king?

It’s not a yes or no question argues Jason Borbora-Sheen.

Ellie Clapton

Jason Borbora-Sheen

Authored by

Ellie Clapton

Investment Director

Jason Borbora-Sheen

Portfolio Manager

Views from the income desk

A different perspective on high-yield markets

Rethinking defence in credit markets

Modernising Defence

Rethinking diversification

Explore more insights

Insights