Lessons from Latin America’s elections extend far beyond the ballot
Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of…
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The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18…
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Analysis & opinion
Market view: The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18…
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Analysis & opinion
Why a just energy transition requires an all-systems approach
Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure,…
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Rethinking value investing
A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between…
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The US$1.75 trillion question: an IPO that could change everything
With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave…
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