2021 outlook: from recovery to reflationInvestors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics...Read moreRead more
Emerging markets: a broader market leadership in 2021After a volatile 2020, we expect a much more normalised market environment in 2021, where fundamentals are appreciated.Read moreRead more
On the up: what would inflation mean for investors?Ninety One’s portfolio managers consider the investment implications of a more inflationary environment across equities, fixed income, commodities and multi-asset portfolios.Read moreRead more
2019/2020Stewardship reportOur Stewardship report highlights our ESG initiatives, company engagements, proxy voting, integration and other strategic efforts. Download reportDownload report
FeaturedRoad to 2030Road to 2030 is a thematic project designed to highlight undiscounted change. We believe that understanding the key long-term structural thematic d...Learn moreLearn more
EventInvesting for a world of changeSession recordings and summaries now available.Register nowRegister now
CoronavirusBusiness continuity planning for the coronavirus (COVID-19)As the coronavirus situation continues to evolve, and in line with currently conceived best practices, including Government guidelines in each of o...Read moreRead more
Covid-19Coronavirus: investment insight and analysisThe coronavirus pandemic is dominating investor sentiment. As ever, there will be opportunities amid the risks — especially for those with a long-t...Learn moreLearn more
FeaturedCovid-19 Q&A: Maintaining business as usual We are following the guidance of the authorities in each region. In line with that guidance, colleagues in the UK, Europe and some other locations ...Learn moreLearn more
2021 outlook: from recovery to reflationInvestors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics...Read moreRead more
Emerging markets: a broader market leadership in 2021After a volatile 2020, we expect a much more normalised market environment in 2021, where fundamentals are appreciated.Read moreRead more
On the up: what would inflation mean for investors?Ninety One’s portfolio managers consider the investment implications of a more inflationary environment across equities, fixed income, commodities and multi-asset portfolios.Read moreRead more