Investor relations
Latest Ninety One investor information.
Ninety One is a global asset manager with emerging markets roots and a commitment to developing specialist investment teams. We bring a different perspective to active, emerging market and sustainable investing.
Established in South Africa in 1991, as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of our emerging market roots, we demerged to become Ninety One.
We are committed to developing specialist investment teams for the long term. Our emerging markets heritage and approach let us bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset and alternatives to our clients - institutions, advisors and individual investors around the world.
Press release
From generic manufacturing to globally licensed medicines, China's pharmaceutical industry is moving up the value chain, creating new opportunities for equity investors.
8 minutes
21 Oct 2026
Press release
The dollar's long-term decline remains intact, but political instability in France and China's preference for gradual currency appreciation could stall its next leg lower. A slowdown in US artificial intelligence investment could accelerate the dollar's decline, and the case for emerging markets extends well beyond currency moves.
9 minutes
19 Oct 2026
Press release
One restores smiles; the other repairs hearts. Both have built franchises that go well beyond the device.
5 minutes
08 Oct 2026
Press release
Tightening grain markets and rising ethanol demand are creating opportunities across agricultural markets - but not all areas look equally attractive. The strongest return potential, in our view, lies in nitrogen fertiliser, biofuels and seeds.
5 minutes
06 Oct 2026
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Higher gold prices, sustained central-bank demand and improved capital discipline could create further upside for gold stocks.
5 minutes
24 Sep 2026
Press release
The Institute of International Finance (IIF) today published a new policy paper in partnership with the EMDE Investor Taskforce calling for targeted adjustments and clarifications to the prudential treatment of investments in emerging markets and developing economies (EMDEs) to help mobilize private capital while maintaining robust standards for safety and soundness.
6 minutes
15 Sep 2026
Press release
Developed-market bond yields have risen together, but for very different reasons. The contrast between the UK and US shows why investors need to look beneath the headline move.
5 minutes
14 Sep 2026
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18 months of deal activity highlights five structural shifts as institutional demand broadens beyond developed markets.
8 minutes
10 Sep 2026
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Strategies provide core exposure to emerging market equities through active stock selection and a balanced approach to risk.
3 minutes
03 Sep 2026
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Appointment further strengthens Ninety One’s institutional presence in North America
2 minutes
31 Aug 2026
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Geopolitical fragmentation and constrained supply are creating a new investment backdrop across energy, metals and mining.
6 minutes
27 Aug 2026
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The AI theme in credit markets is evolving rapidly, with new financing packages often providing better compensation for risk.
1 minute
25 Aug 2026
Press release
The third vintage in the Emerging Market Senior Credit series reflects continued investor demand for private credit strategies financing businesses and infrastructure across Africa and other emerging markets.
4 minutes
18 Aug 2026
Press release
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
6 minutes
06 Aug 2026
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Overlapping pressures across agriculture, fertiliser and energy markets could create fresh inflationary risks, with diverse implications for central banks and emerging markets.
5 minutes
03 Aug 2026
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A shrinking supply of publicly traded shares has underwritten US equity returns for years. A wave of AI-driven listings and issuance is putting that into reverse.
5 minutes
30 Jul 2026
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The Emerging Africa & Asia Infrastructure Fund (“EAAIF”) has signed a senior secured debt facility of up to USD 50 million with Ukko Renewable, the Southeast Asian renewable energy platform of Groupe Duval. The financing will help advance an initial 2 GW pipeline of wind, solar and hydropower projects across Vietnam, the Philippines and other regional markets to a ready-to-build stage.
6 minutes
29 Jul 2026
Press release
BII and EAAIF, managed by Ninety One, are supporting Blueleaf's expansion in India through a shared financing arrangement. The transaction supports the next phase of Blueleaf Energy’s growth and India’s clean energy transition. The partnership highlights BII’s climate expertise and demonstrates impact investor collaboration to unlock capital for renewable energy infrastructure.
6 minutes
14 Jul 2026
Press release
The Emerging Africa & Asia Infrastructure Fund (EAAIF) has announced a USD 30 million senior secured corporate loan to Hassan Allam Utilities.
5 minutes
06 Jul 2026
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Improving corporate earnings, resilient economies and a changing global investment landscape are creating a compelling backdrop for emerging market assets.
5 minutes
29 Jun 2026
Press release
AI and the Iran conflict are pushing Europe and the US onto sharply different economic and monetary paths.
4 minutes
17 Jun 2026
Press release
The SpaceX IPO is just the opening act. With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One Analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets, and for the investors who must decide what to do about them.
7 minutes
11 Jun 2026
Press release
Repeated supply shocks are redrawing traditional EM/DM distinctions, challenging conventional asset class behaviour and creating a compelling, often mispriced opportunity in emerging market debt – with structural shifts like falling renewable energy costs and AI broadening that opportunity set further.
7 minutes
27 May 2026
Press release
Markets may be underestimating the economic impact of the Hormuz disruption even as AI optimism accelerates - creating a growing disconnect between buoyant markets, fragile consumers and geopolitical risk, according to Sahil Mahtani, Director, Investment Institute.
6 minutes
18 May 2026
Press release
Through this partnership, the firms will collaborate to introduce a suite of new active ETF products, providing investors across Europe, the Middle East, Latin America and the Asia-Pacific region, with access to asset classes across developed and emerging markets.
3 minutes
14 May 2026
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EAAIF, managed by Ninety One, has committed a USD 40 million senior secured loan as part of a USD 142.9 million debt package to finance Egypt’s first sustainable aviation fuel (“SAF”) plant in the Sokhna Special Economic Zone—the first project-financed SAF facility in Africa and the Middle East.
5 minutes
06 May 2026
Press release
Darpan Harar and Justin Jewell, Co-Heads of Multi Asset Credit, explain that while risks that built up post the Global Financial Crisis are beginning to surface in US private markets, credit quality has improved in the mainstream high-yield market. With recent market moves masking a divergent picture of risk exposure across mainstream credit markets, investors can capitalise on the sell-off and position themselves defensively.
28 Apr 2026
Press release
Rising oil prices and energy security risks are reshaping the economics of electrification
5 minutes
Updated: 21 Apr 2026
Press release
Three structural forces — multipolarity, commodity bottlenecks and political dissatisfaction — are reshaping markets and the global order.
6 minutes
14 Apr 2026
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Appointment accesses Ninety One’s multi-asset, equity and fixed income capabilities
1 minute
08 Apr 2026
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Strains are building in US private debt as underwriting weakens and defaults rise. In contrast, investors in emerging markets can access higher senior-secured yields with stronger protections
8 minutes
30 Mar 2026
Press release
Jeff Wicks and Pieter-Louis Myburgh are the joint winners of the inaugural Ninety One For Tomorrow Award, sharing the R1 million prize in recognition of their exceptional contributions to investigative journalism in South Africa.
3 minutes
26 Mar 2026
Press release
War in the Middle East and the disruption of energy flows through the Strait of Hormuz has potentially introduced a stagflationary shock at a time when markets were positioned for a goldilocks or reflationary backdrop. There are three parallels to the early 2020 dynamic that investors should note, according to Sahil Mahtani, Director, Investment Institute.
6 minutes
26 Mar 2026
Press release
The effective closure of the Strait of Hormuz has jolted oil markets, exposing the scale of geopolitical risk embedded in global energy supply according to Paul Gooden, Head of Global Natural Resources.
4 minutes
10 Mar 2026
Press release
Gold at record highs, escalating tensions in the Middle East, copper demand projected to rise more than 50% by 2050 and accelerating AI-driven power consumption underscore a structural shift in global commodity markets
6 minutes
05 Mar 2026
Press release
War in the Middle East has brought one of the market’s long-standing geopolitical fault lines into sharp focus, particularly the risk of disruption in the Strait of Hormuz. Against an already fragile backdrop, the key question is whether this episode remains contained or escalates into a shock with global economic consequences, according to Sahil Mahtani, Investment Institute Director.
4 minutes
03 Mar 2026
Press release
Wenchang Ma, China Equity Portfolio Manager, and Alan Siow, Co-Head of EM Corporate Debt, outline why a more institutional, innovation-driven China is entering 2026 with greater stability across equities and fixed income.
8 minutes
17 Feb 2026
Press release
Emerging Africa & Asia Infrastructure Fund and Ninety One's Emerging Markets Transition Debt strategy jointly commit $30 million to accelerate the Philippines' transition to a clean energy future.
16 Feb 2026
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The growth drivers that underpin uncrowded emerging markets remain strong, with a new cohort of opportunities generating an abundant deal pipeline across the developing world.
7 minutes
09 Feb 2026
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A credible Fed nominee may soothe ‘Irritable Powell Syndrome’, but it doesn’t alter the structural forces driving global diversification, according to Sahil Mahtani, Investment Institute Director.
5 minutes
05 Feb 2026
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Decarbonisation earnings resilience and economics-led adoption are reshaping global investment opportunities
5 minutes
04 Feb 2026
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Why selectivity and flexibility will define credit investing in 2026
4 minutes
29 Jan 2026
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Positioning for resilient income amid fiscal strain, uneven growth and shifting policy.
4 minutes
27 Jan 2026
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AI infrastructure demand, fiscal expansion and evolving policy regimes set the stage for more diversified equity leadership in 2026
7 minutes
26 Jan 2026
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Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth
3 minutes
22 Jan 2026
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UK equities regain momentum as Value and Quality reposition for the next phase of market leadership.
5 minutes
22 Jan 2026
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Policy clarity, structural strength and under-recognised AI leadership support emerging markets for 2026.
20 Jan 2026
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Shifting market dynamics create selective opportunities across natural resources in 2026.
19 Jan 2026
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Why resilient fundamentals matter more than ever in 2026
15 Jan 2026
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After a year that pushed emerging market (EM) debt further into the mainstream, pricing inefficiencies remain widespread. Opportunities to capture alpha persist across regions and instruments.
9 minutes
14 Jan 2026
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Resilient growth and fading inflation define a recalibrated investment landscape for 2026.
3 minutes
12 Jan 2026
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International Franchise Portfolio Manager Elias Erickson explores two MedTech powerhouses divergent paths to value creation, revealing how Alcon’s ocular-surgery platforms and Siemens Healthineers’ imaging-driven diagnostics anchor the next era of integrated care. Together they illustrate how platform-level innovation, not standalone devices, increasingly defines competitive advantage across multi-trillion-dollar health markets.
5 minutes
10 Dec 2025
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Ninety One has been recognized by Pensions & Investments as one of the 2025 Best Places to Work in Money Management for the sixth consecutive year.
3 minutes
08 Dec 2025
Press release
Emerging market hardware leaders are becoming indispensable to the trillion-dollar AI build-out; the current valuation gap offers an opportunity for global investors
08 Dec 2025
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Ninety One’s Multi Asset Credit team explains how the surge of artificial intelligence is making its mark across credit markets. While runaway valuations – driven by a handful of tech companies – are the main focus in equities, an uptick in tech-sector issuance is the big issue in credit markets and it’s redrawing the investment landscape.
1 minute
01 Dec 2025
Press release
H.R.H The Prince of Wales honours Africa’s unsung conservation leaders at the 13th annual Tusk Conservation Awards.
7 minutes
26 Nov 2025
Press release
Under-owned but now firmly on global investors’ radars, emerging markets are ready to reshape the investment landscape. With risks rising in developed markets and diversification in demand, EM assets could be poised for a more central role in investment portfolios.
25 Nov 2025
Press release
Private credit is now at work across emerging markets — financing decarbonisation and growth projects from Latin America to Asia and Africa, deploying into scalable transactions that deliver both returns and impact.
2 minutes
12 Nov 2025
Press release
As the era of unquestioned US market leadership wanes, shifting global forces and innovation are laying the groundwork for a new cycle in equities.
3 minutes
05 Nov 2025
Press release
Multi Asset Credit Portfolio Managers Justin Jewell and Darpan Harar review how credit markets fared in the third quarter of the year and share the latest scorecards for the global credit universe.
03 Nov 2025
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China Equities Portfolio Manager Wenchang Ma argues that structural reform, stronger fundamentals, and sectoral innovation are transforming China and emerging markets into higher-quality, more resilient sources of long-term growth for investors.
30 Oct 2025
Press release
The annual Tusk Conservation Awards will take place on 26th November 2025 to shine a spotlight on Africa’s leading conservationists.
2 minutes
17 Oct 2025
Press release
A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Portfolio Manager Alex Holroyd-Jones and Assistant Portfolio Manager Rebecca Phillips
3 minutes
07 Oct 2025
Press release
Investors in investment-grade bonds have focused purely on yields in recent years, looking past historically tight credit spreads. With yields now falling, the market’s allure could fade, and investors might be in for a bumpy ride
25 Sep 2025
Press release
Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Sahil Mahtani, Head of Macro Research.
15 Sep 2025
Press release
International Franchise Portfolio Manager Elias Erickson contrasts the strategies of two global gaming giants, showing how Nintendo’s console heritage and NetEase’s mobile-first ecosystems drive long-term value creation.
6 minutes
10 Sep 2025
Press release
Strategic cracks are emerging in the dollar’s dominance, forcing investors to confront a new era in global capital allocation
7 minutes
08 Sep 2025
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Emerging market equities portfolio managers Archie Hart and Varun Laijawalla argue that stronger fundamentals, pragmatic policy, and resilient performance are reshaping investor perceptions of risk in emerging market equities.
02 Sep 2025
Press release
Kirk will oversee all aspects of the firm’s engagements with institutional asset owners and consultants in the region.
02 Sep 2025
Press release
As the gilt premium fades, rebalancing becomes hard to ignore.
2 minutes
18 Aug 2025
Press release
Our credit experts review how credit markets fared in the second quarter of the year and share the latest scorecards for the global credit universe.
05 Aug 2025
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This marks Ninety One’s first private credit investment in Colombia
09 Jul 2025
Press release
New research outlines why the world is nearing the end of a 14-year US dollar upcycle—and what comes next.
04 Jul 2025
Press release
Knee’s appointment to add meaningful strengthening to Ninety One’s investment platform.
01 Jul 2025
Press release
The UK has been overlooked and undervalued for over a decade, despite hosting some of the world’s most resilient global businesses and attractively priced domestic stocks. While global uncertainty remains high, the UK’s defensive market has proven resilient. Domestic headwinds are beginning to ease, with rate cuts on the horizon and improving sentiment. In a world of stretched valuations, the UK’s relative value is becoming hard to ignore.
30 Jun 2025
Press release
Alex Holroyd-Jones, Multi Asset Portfolio Manager, discusses the evolving landscape in Europe, as investors seek to diversify away from the US and into international markets.
26 Jun 2025
Press release
Since the start of this year, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, investors should find different ways to meet their objectives.
25 Jun 2025
Press release
For EM debt investors, a weaker dollar could mark a long-awaited shift from headwind to tailwind
18 Jun 2025
Press release
Despite the market noise, the turbulence of tariffs and geopolitical unrest, there are top-tier international companies delivering resilient and defensive alpha. In fashion, as in investing, there is often far more than meets the eye.
2 minutes
02 Jun 2025
Press release
As investors reassess their strategic asset allocations in response to a shifting market regime, it’s a good time to challenge outdated assumptions about emerging markets. Drawing on deep experience, Ninety One’s EM experts tackle five persistent myths and advocate a recalibration of perspectives
27 May 2025
Press release
This debt raise by EAAIF brings recent commitments to $620 million and exceeds the Fund's $500 million target ahead of schedule.
20 May 2025
Press release
The Emerging Markets and Developing Economies (EMDE) Investor Taskforce, is an industry-led initiative dedicated to unlocking private investment aimed at tackling climate change and seizing sustainable growth opportunities across emerging markets and developing economies.
16 May 2025
Press release
Sweeping policy shifts and persistent market volatility are reshaping the long-term outlook. Ninety One’s 2025 Capital Market Assumptions point to a decade of modest returns, rising income potential, and a renewed case for active investing.
06 May 2025
Press release
Credit markets continued to be characterised by a tug-of-war between attractive all-in yields and historically tight spreads in Q1. But Trump’s tariff announcements have driven spreads wider. Caution and a careful eye on fundamentals are key, according to Multi Asset Credit Portfolio Manager Darpan Harar.
23 Apr 2025
Press release
Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.
15 Apr 2025
Press release
This strategic agreement aims to explore innovative collaborations in the development of structured and exchange-traded products.
07 Apr 2025
Press release
Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.
4 minutes
02 Apr 2025
Press release
Anton du Plooy, Global Tech Sector Analyst, discusses how DeepSeek's artificial intelligence (AI) breakthrough is challenging U.S. dominance, bypassing restrictions and reshaping global AI investment and geopolitics.
17 Mar 2025
Press release
Sahil Mahtani, Head of Macro Research at the Investment Institute, argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform. Weakening indicators, policy changes, and shifting dynamics may lead investors to seek opportunities beyond US assets.
11 Mar 2025
Press release
Ninety One scooped the top honours at the inaugural FundHub Industry Performance Awards, winning the News24 Best Overall Fund Manager award.
04 Mar 2025
Press release
Ninety One’s Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit spreads, beneath the surface the differences are stark; bank capital is among specialist credit markets that present a smarter choice for investors.
27 Feb 2025
Press release
Emerging markets generate 58% of global GDP yet make up only 9% of equity portfolios.
24 Feb 2025
Press release
Kae Xiang is the first infrastructure debt appointment in Asia for the firm.
1 minute
19 Feb 2025
Latest Ninety One investor information.