Ninety One’s 2026 Investment Views are a collection of investment outlooks from our Investment Institute and global investment teams. They bring together our latest thinking across asset classes, regions, and investment themes to help investors navigate the year ahead.
Investment Views has been published annually for over a decade. Over that time, they have become a consistent reference point for institutional and professional investors seeking an active, short-, medium- and longer-term market perspective.
Investment Views are designed to support clients as they consider portfolio positioning at the start of the year.
They are written for professional investors and advisers responsible for portfolio construction and long-term asset allocation, including advisers and institutions managing assets on behalf of individuals, pension schemes, insurers, public bodies, and charitable organisations.
Each year, these investors make decisions about asset allocation, risk exposure, and long-term portfolio construction. Investment Views aim to inform that process by providing perspectives on the economic backdrop, market risks, and investment opportunities across asset classes and regions.
