Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.
0 views • 2 months ago
Listen now
As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
35 views • 3 months ago
Listen now
As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength.
51 views • 3 months ago
Listen now
A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.
0 views • 5 months ago
Listen now
Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell and Investment Director Jared Cook discuss these…
73 views • 5 months ago
Listen now
Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important annual event.
97 views • 5 months ago
Listen now
Oil shocks don’t just disrupt, says Ninety One – they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by emerging markets.
78 views • 5 months ago
Listen now
Concerns around risk in private markets have prompted a reassessment of the asset class. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in the broader public credit market.
87 views • 5 months ago
Listen now
A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a reordering of global supply chains. Ninety One explains.
68 views • 5 months ago
Listen now
There are three parallels to the early 2020 dynamic that investors should note, according to Ninety One’s Sahil Mahtani, Director, Investment Institute.
148 views • 6 months ago
Listen now
Ninety One’s Paul Gooden, Head of Natural Resources, assesses the impact of the Strait of Hormuz’s closure.
81 views • 6 months ago
Listen now
Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implications for energy markets.
146 views • 6 months ago
Listen now