Navigating the changing investment environment

As we enter the closing stretch of 2021, a number of risks to the global growth picture have emerged. Energy prices have risen sharply, supply chains have been severely disrupted and China’s property and debt markets have come under renewed pressure. John Stopford, Head of Multi-Asset Income, discusses how investors could approach this changing environment.

11 Oct 2021

16 minutes

John Stopford

To listen to this and other podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

Authored by

John Stopford
Portfolio Manager

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.