2023 Investment Views

Explore our macro outlook and hear from your portfolio managers on their asset classes.

Welcome to our 2023 Investment Views

With inflation surging for the first time in years, investment conditions have changed abruptly. Shifts in market regime can be perilous, but they can also present opportunities for nimble investors.

Explore our 2023 Investment Views, where our portfolio managers assess the outlook across their asset classes and regions.

Our team also takes a deep dive into the outlook for emerging markets, as well as into how sustainable investing will drive investment outcomes next year and beyond.

Asset class views

Explore more insights

Circle texture in concrete

Insights

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

Read more

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.

All rights reserved. Issued by Ninety One.

For further information on indices, fund ratings, yields, targeted or projected performance returns, back-tested results, model return results, hypothetical performance returns, the investment team, our investment process, and specific portfolio names, please click here.