Mark Carney & Hendrik du Toit in conversationAre we doing enough to secure a sustainable future? Seven key takeaways from the discussion between Former Bank of England and Bank of Canada Governor Mark Carney and...Nov 16, 2020Read moreRead more
China: from coal to carbon free in 40 yearsChina’s pledge to reach carbon neutrality by 2060 is a significant step in the fight against climate change. Where are the potential winners of this structural transition?Nov 11, 2020Read moreRead more
Emerging Market Debt IndicatorThis month, the team shares its views on the outlook for EM debt, provides insights into portfolio positioning, and this month examines the recent political turmoil in Peru.Dec 8, 2020Read moreRead more
Harnessing sustainable investing in Multi-AssetWe believe that sustainability is aligned with successful long-term investing: companies and countries that respond successfully to the global sustainability challenges should perform over time.Nov 5, 2020Read moreRead more
Environmental investing: assessing the impact of superpower policyCo-Head of Thematic Equity, Deirdre Cooper, discusses the outlook for investing in environmental sectors, and in decarbonisation in particular, following the US election.Nov 11, 2020Read moreRead more
2021 outlook: from recovery to reflationInvestors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics...Dec 14, 2020Read moreRead more
Mark Carney & Hendrik du Toit in conversationAre we doing enough to secure a sustainable future? Seven key takeaways from the discussion between Former Bank of England and Bank of Canada Governor Mark Carney and...Nov 16, 2020Read moreRead more
China: from coal to carbon free in 40 yearsChina’s pledge to reach carbon neutrality by 2060 is a significant step in the fight against climate change. Where are the potential winners of this structural transition?Nov 11, 2020Read moreRead more
Emerging Market Debt IndicatorThis month, the team shares its views on the outlook for EM debt, provides insights into portfolio positioning, and this month examines the recent political turmoil in Peru.Dec 8, 2020Read moreRead more
Harnessing sustainable investing in Multi-AssetWe believe that sustainability is aligned with successful long-term investing: companies and countries that respond successfully to the global sustainability challenges should perform over time.Nov 5, 2020Read moreRead more
Environmental investing: assessing the impact of superpower policyCo-Head of Thematic Equity, Deirdre Cooper, discusses the outlook for investing in environmental sectors, and in decarbonisation in particular, following the US election.Nov 11, 2020Read moreRead more
2021 outlook: from recovery to reflationInvestors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics...Dec 14, 2020Read moreRead more
Mark Carney & Hendrik du Toit in conversationAre we doing enough to secure a sustainable future? Seven key takeaways from the discussion between Former Bank of England and Bank of Canada Governor Mark Carney and...Nov 16, 2020Read moreRead more
China: from coal to carbon free in 40 yearsChina’s pledge to reach carbon neutrality by 2060 is a significant step in the fight against climate change. Where are the potential winners of this structural transition?Nov 11, 2020Read moreRead more
Emerging Market Debt IndicatorThis month, the team shares its views on the outlook for EM debt, provides insights into portfolio positioning, and this month examines the recent political turmoil in Peru.Dec 8, 2020Read moreRead more
FeaturedRoad to 2030Road to 2030 is a thematic project designed to highlight undiscounted change. We believe that understanding the key long-term structural thematic d...Learn moreLearn more
EventInvesting for a world of changeSession recordings and summaries now available.Read moreRead more
July 2020Value Assessment ReportNinety One Fund Managers UK Limited publishes Value Assessment ReportRead moreRead more
2019/2020Stewardship reportOur Stewardship report highlights our ESG initiatives, company engagements, proxy voting, integration and other strategic efforts. Download reportDownload report
CoronavirusBusiness continuity planning for the coronavirus (COVID-19)As the coronavirus situation continues to evolve, and in line with currently conceived best practices, including Government guidelines in each of o...Read moreRead more
Covid-19Coronavirus: investment insight and analysisThe coronavirus pandemic is dominating investor sentiment. As ever, there will be opportunities amid the risks — especially for those with a long-t...Learn moreLearn more
CoronavirusCovid-19 Q&A: Maintaining business as usual We are following the guidance of the authorities in each region. In line with that guidance, colleagues in the UK, Europe and some other locations ...Read moreRead more
Mark Carney & Hendrik du Toit in conversationAre we doing enough to secure a sustainable future? Seven key takeaways from the discussion between Former Bank of England and Bank of Canada Governor Mark Carney and...Nov 16, 2020Read moreRead more
China: from coal to carbon free in 40 yearsChina’s pledge to reach carbon neutrality by 2060 is a significant step in the fight against climate change. Where are the potential winners of this structural transition?Nov 11, 2020Read moreRead more
Emerging Market Debt IndicatorThis month, the team shares its views on the outlook for EM debt, provides insights into portfolio positioning, and this month examines the recent political turmoil in Peru.Dec 8, 2020Read moreRead more
Harnessing sustainable investing in Multi-AssetWe believe that sustainability is aligned with successful long-term investing: companies and countries that respond successfully to the global sustainability challenges should perform over time.Nov 5, 2020Read moreRead more
Environmental investing: assessing the impact of superpower policyCo-Head of Thematic Equity, Deirdre Cooper, discusses the outlook for investing in environmental sectors, and in decarbonisation in particular, following the US election.Nov 11, 2020Read moreRead more
2021 outlook: from recovery to reflationInvestors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics...Dec 14, 2020Read moreRead more
Mark Carney & Hendrik du Toit in conversationAre we doing enough to secure a sustainable future? Seven key takeaways from the discussion between Former Bank of England and Bank of Canada Governor Mark Carney and...Nov 16, 2020Read moreRead more
China: from coal to carbon free in 40 yearsChina’s pledge to reach carbon neutrality by 2060 is a significant step in the fight against climate change. Where are the potential winners of this structural transition?Nov 11, 2020Read moreRead more
Emerging Market Debt IndicatorThis month, the team shares its views on the outlook for EM debt, provides insights into portfolio positioning, and this month examines the recent political turmoil in Peru.Dec 8, 2020Read moreRead more
Harnessing sustainable investing in Multi-AssetWe believe that sustainability is aligned with successful long-term investing: companies and countries that respond successfully to the global sustainability challenges should perform over time.Nov 5, 2020Read moreRead more
Environmental investing: assessing the impact of superpower policyCo-Head of Thematic Equity, Deirdre Cooper, discusses the outlook for investing in environmental sectors, and in decarbonisation in particular, following the US election.Nov 11, 2020Read moreRead more
2021 outlook: from recovery to reflationInvestors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics...Dec 14, 2020Read moreRead more
Mark Carney & Hendrik du Toit in conversationAre we doing enough to secure a sustainable future? Seven key takeaways from the discussion between Former Bank of England and Bank of Canada Governor Mark Carney and...Nov 16, 2020Read moreRead more
China: from coal to carbon free in 40 yearsChina’s pledge to reach carbon neutrality by 2060 is a significant step in the fight against climate change. Where are the potential winners of this structural transition?Nov 11, 2020Read moreRead more
Emerging Market Debt IndicatorThis month, the team shares its views on the outlook for EM debt, provides insights into portfolio positioning, and this month examines the recent political turmoil in Peru.Dec 8, 2020Read moreRead more