Material World: Central-bank gold buying strengthens case for re-rating of mining equities
Higher gold prices, sustained central-bank demand and improved capital discipline could create further upside for gold stocks.
IIF Policy Paper Calls for Targeted Prudential Reforms to Support Private Capital for Emerging Markets
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.
Macroscope: The global bond selloff isn't as global as it looks
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.
Hidden GEMs: Emerging market private credit enters a new phase as Ninety One deploys over US$2 billion across more than 90 transactions
18 months of deal activity highlights five structural shifts as institutional demand broadens beyond developed markets.
Standard Life awards £3 billion mandate to Ninety One’s Emerging Markets Equities strategies
Strategies provide core exposure to emerging market equities through active stock selection and a balanced approach to risk.
The revenge of the old economy: AI drives new demand for natural resources, while supply remains disciplined
Geopolitical fragmentation and constrained supply are creating a new investment backdrop across energy, metals and mining.
Picture this: The AI financing boom shakes up credit markets
The AI theme in credit markets is evolving rapidly, with new financing packages often providing better compensation for risk.
Ninety One announces final close of Africa Credit Opportunities Fund 3 at US$404 million
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.
Macroscope: Will Chinese investment commodify AI models?
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
Hidden GEMs: Could a prolonged El Niño complicate the path back to lower inflation?
Overlapping pressures across agriculture, fertiliser and energy markets could create fresh inflationary risks, with diverse implications for central banks and emerging markets.
AI listing boom threatens to reverse a two-decade tailwind for US equities
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.
EAAIF signs up to a USD 50 million financing facility with Ukko Renewable for development of renewable energy projects in Southeast Asia
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.
British International Investment partners with EAAIF to advance Blueleaf Energy’s renewable energy expansion in India
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.
EAAIF bolsters Egypt’s energy resilience with USD 30 million commitment to Hassan Allam Utilities for Minya, one of Africa’s largest solar and storage projects
The Emerging Africa & Asia Infrastructure Fund (EAAIF) has announced a USD 30 million senior secured corporate loan to Hassan Allam Utilities.
Hidden GEMs: The bull case for emerging markets just got stronger
Improving corporate earnings, resilient economies and a changing global investment landscape are creating a compelling backdrop for emerging market assets.
Macroscope: The great transatlantic divergence
AI and the Iran conflict are pushing Europe and the US onto sharply different economic and monetary paths.
The $1.75 trillion question: an IPO that could change everything
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.
Hidden GEMs: Resilience and divergence: emerging markets are forging ahead in a new era for investors
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.
Macroscope: Markets in denial over AI and oil shock
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.
State Street IM and Ninety One announce strategic partnership
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.