2025 Investment Views

With the US powering on and China perhaps turning a corner, a global recovery appears to be building. Explore our investment outlooks and hear our portfolio managers discuss where they believe the smart money will be going this year – and what they’ll be steering clear of.

Jan 7, 2025

Global and EM outlooks

Key publications

Fixed income

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

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A new capex supercycle: driving powerful and transformative growth

Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.

Read more
Emerging markets
Sep 6, 2024

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Read more
Fixed income

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

Read more

A new capex supercycle: driving powerful and transformative growth

Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.

Read more
Emerging markets
Sep 6, 2024

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Read more
Fixed income

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

Read more

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.

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