2023 Investment Views
Explore our 2023 Investment Views, where our portfolio managers assess the outlook across their asset classes and regions.
The era of low inflation has come to an end, with many countries experiencing the sharpest increase in prices in decades. Soaring demand following COVID, supply chain disruptions and the war in Ukraine have all contributed to this shock. But what does it mean for investors? Here you can read the views of Ninety One’s portfolio managers across asset classes. We update these pages regularly.
Russia’s invasion of Ukraine has caused a humanitarian tragedy for the Ukrainian people. The implications for financial markets and the global economy are far-reaching. Here you can read the views of Ninety One’s portfolio managers across asset classes. We update these pages regularly.
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.