Season 2

EM in Discussion

Join us for the second season of Ninety One Live: EM in Discussion where our experts drill into emerging market investing, discuss key themes and tackle questions on investors’ minds.

New look EM in Discussion

We’ve upgraded our virtual studios for season 2 of our discussion series Ninety One Live: EM in Discussion. The series is designed to give you access to senior members of our EM investment team. We hope you can join us for these regular updates.

What can I expect?

  • A dynamic virtual experience from our global broadcast hubs
  • A quick pulse-take on recent market developments from our EM team
  • A candid discussion on a highly relevant topic for EM investors
  • Ample opportunity to ask questions
On-demand sessions

On-demand sessions

May | The frontier market misnomer: rethink old labels if you want the full EMD opportunity set

Thursday, 20 May 2021
Investors in EMD overlook frontier markets at their peril - our experts discuss their approach to selecting the most compelling investments across this diverse opportunity set and the benefits they can bring to portfolios.

Watch the replay  Read the summary


March | The Fed, inflation, the US dollar and Biden - What do they mean for EM during 2021?

Thursday, 25 March 2021
Hosted by Tom Peberdy, the discussion was with Peter Eerdmans, Head of Fixed Income, and Peter Kent, Co-Head of SA and Africa Fixed Income, who discussed the policy shifts in the US and the impact on emerging markets.

Important information

This material is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. All of the views expressed about the markets, securities or companies reflect the personal views of the individual named. While opinions stated are honestly held, they are not guarantees and should not be relied on. Ninety One in the normal course of its activities as an international investment manager may already hold or intend to purchase or sell the stocks mentioned on behalf of its clients. The information or opinions provided should not be taken as specific advice on the merits of any investment decision. This content may contains statements about expected or anticipated future events and financial results that are forward-looking in nature and, as a result, are subject to certain risks and uncertainties, such as general economic, market and business conditions, new legislation and regulatory actions, competitive and general economic factors and conditions and the occurrence of unexpected events. Actual results may differ materially from those stated herein.

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