In Perspective

Unlocking potential: The investment case for infrastructure investing

There’s a renewed impetus for infrastructure investing in SA. Bashier Omar unpacks the investment case while highlighting some of the more memorable projects that he’s worked on as a key member of Ninety One’s EM Alternative Credit Team.

07 May 2024

17 minutes

Bashier Omar

Meet the team

Our team manages numerous strategies across illiquid and liquid credit, including 17 vintages of the Credit Opportunities Fund, closed-ended funds that focus on private and illiquid credit in South Africa and the rest of Africa.

R58bn

Invested in infrastructure over 20 years

R7 billion

Rate of deployment per annum

130+

Projects and borrowers supported

R100bn +

Assets under management

50%

of illiquid debt strategies are in infrastructure

Bashier Omar
Alastair Herbertson
Thanzi Ramukosi
Puleng Pitso
Nathaniel Micklem
Martijn Proos
Bashier Omar
Managing Director, Emerging Market Fixed Income

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.