Multi-Asset Income

From the multi-asset income desk: looking to China

Ellie Clapton and Jason Borbora-Sheen cover the latest discussions on the multi-asset income desk at Ninety One. Seeing a likelihood of a recession in developed markets, they unpack why they see emerging markets, specifically China, as an opportunity.

20 Jan 2023

4 minutes

Jason Borbora-Sheen
Ellie Clapton
Ellie Clapton and Jason Borbora-Sheen cover the latest discussions on the multi-asset income desk at Ninety One. Seeing a likelihood of a recession in developed markets, they unpack why they see emerging markets, specifically China, as an opportunity.

Specific risks. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

General risks. All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.

Jason Borbora-Sheen
Portfolio Manager
Ellie Clapton
Portfolio Specialist

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.