We are Ninety One | Ninety One

Hidden GEMs: AI’s new power shift

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.

Talking tariffs

Breaking down what tariffs mean for investors.

Learn more

Changing realities challenge the bet on US exceptionalism

Sahil Mahtani 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.

Why it pays to be active in EM equities

Passive equity strategies have gained considerable market share in large, liquid, developed markets. However, their adoption in emerging markets remains limited. Here we explore why emerging markets reward active investors.

Hidden GEMs: AI’s new power shift

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.

Talking tariffs

Breaking down what tariffs mean for investors.

Learn more

Changing realities challenge the bet on US exceptionalism

Sahil Mahtani 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.

Why it pays to be active in EM equities

Passive equity strategies have gained considerable market share in large, liquid, developed markets. However, their adoption in emerging markets remains limited. Here we explore why emerging markets reward active investors.

United Kingdom

Select your role

Hidden GEMs: AI’s new power shift

Talking tariffs

Changing realities challenge the bet on US exceptionalism

Why it pays to be active in EM equities

Hidden GEMs: AI’s new power shift

Talking tariffs

Changing realities challenge the bet on US exceptionalism

Why it pays to be active in EM equities

Scroll down

Featuring frequent interviews with our investment professionals and special guests, subscribe to The Big Picture podcast channel on your app of choice to listen on the move or listen below.

About us

Insights

Funds & strategies

Investor relations

United Kingdom

Select your role

Hidden GEMs: AI’s new power shift

Talking tariffs

Changing realities challenge the bet on US exceptionalism

Why it pays to be active in EM equities

Hidden GEMs: AI’s new power shift

Talking tariffs

Changing realities challenge the bet on US exceptionalism

Why it pays to be active in EM equities

Scroll down

The Big Picture Podcast​

Featuring frequent interviews with our investment professionals and special guests, subscribe to The Big Picture podcast channel on your app of choice to listen on the move or listen below.

The Big Picture Podcast