2022 Investment Views
Explore our macro outlook and hear from your portfolio managers on their asset classes.
Our purpose is to invest for a better tomorrow. Our Sustainability & Stewardship Report details Ninety One’s work – on behalf of our clients and all of our stakeholders – towards a more sustainable future, including with respect to our investments, advocacy and corporate footprint.
Road to 2030 is a thematic project designed to highlight undiscounted change. We believe that understanding the key long-term structural thematic drivers is the basis of good investment thinking. The project provides our clients with a useful framework for making investment decisions.
The coronavirus pandemic is dominating investor sentiment. As ever, there will be opportunities amid the risks — especially for those with a long-term horizon. With a global perspective, we consider the implications and outlook for equity, fixed income and multi-asset investors.