Deliberating EM equities
Navigating an increasingly diverse and higher-quality asset class.
Investing in emerging markets for more than 30 years
With our roots in an emerging market, we believe we can offer a different perspective.
Our edge in navigating emerging markets is the combination of clear-eyed macro context and bottom‑up fundamental research and analysis. As active investors in both equities and fixed income, we do not see emerging markets as a single beta trade. For us, the emerging market universe is a diverse, evolving opportunity set that can be deployed to help investors align portfolios with a broad range of long-term investment objectives.
Our teams of specialist investors research and invest in emerging markets through multiple lenses. From discussing policy matters with central banks and government ministries, to engaging with cutting-edge emerging market companies occupying key positions in global technology value chains, to allocating across the commodity and agriculture sectors, we are active participants in emerging market economies on a daily basis. Broad experience of and shared insights into emerging markets inform every investment decision.
Just as importantly, Ninety One brings a practical framework for implementing an emerging market allocation – one that acknowledges the risks and focuses on mitigation through security selection and portfolio construction. We offer more than 30 investment strategies that focus on emerging market asset classes and regions, enabling investors to build an emerging market allocation that suits their requirements.
Unlocking the potential
Home to a diverse range of growing economies and companies, emerging markets are increasingly important for investor portfolios.
Source: Population and GDP based on PPP breakdowns are from the IMF as at June 2025. Equity / Debt ownership is based on active and passive allocations tracked by Broadbridge as at Q4 2025
A track record of innovation for our clients
Actively investing across the opportunity set
Our track record includes global and regional strategies in equities, fixed income, and both public and private markets.
EM equityFundamental, bottom-up investing in global and regional emerging equity markets, offering both multi-factor and quality growth solutions. |
EM sovereign debtHigh-conviction investing in a diverse opportunity set, never compromising on portfolio diversification. |
EM corporate debtBuilt from the bottom up, based on high-conviction investment ideas and a very careful eye on market valuations. |
Why Ninety One for emerging markets investing
Source: Ninety One as at 30 September 2025.
*Refers to both emerging and frontier markets
