The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

12 Sept 2025

Far from speculative bets or hype-driven plays, we explore how the AI transformation is already reshaping demand for energy, accelerating adoption in global markets, and reinforcing competitive moats in proven businesses.
Together, the perspectives shared bring to life that investing in AI doesn’t require chasing tomorrow’s unicorn—it can mean backing established companies solving real problems today.
Episode 1: Power up for AI

AI is dramatically changing trends in electricity demand, creating exciting opportunities for equity investors.

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Episode 2: Meet the AI makers

Emerging markets are building the backbone of the AI revolution, offering long-term investors a compelling way in.

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Episode 3: Cool, calm and AI-exposed

Often beneath the radar, high-quality businesses are quietly positioned to benefit from AI, with resilience and staying power.

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Episode 4: The overlooked frontier

Amid the global AI buildout, emerging markets credit is quietly powering the infrastructure behind the revolution—offering investors yield with purpose and access to the engines of AI growth.

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Featuring

Deirdre Cooper
Anton Du Plooy
Elias Erickson
Miles Hamilton
Charlie Linton
Will Nott
Sangeeth Sewnath

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

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Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

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