Capital Market Assumptions: A new investment reality takes shape

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Sweeping policy shifts and persistent market volatility are reshaping the long-term outlook. Ninety One’s 2025 Capital Market Assumptions point to a decade of modest returns, rising income potential, and a

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Credit Chronicle: More of the same precedes a post-liberation day repricing in credit markets

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Credit markets continued to be characterised by a tug-of-war between attractive all-in yields and historically tight spreads in Q1. But Trump’s tariff announcements have driven spreads wider. Caution and a

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Macroscope: Trade shock accelerates China’s strategic pivot

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Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs. While markets fixate on the strategic policy

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Ninety One appoints Leong Kae Xiang

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Ninety One, a global investment manager with $163 billion AUM (as at 31.12.24), has announced the appointment of Leong Kae Xiang as Director, playing a crucial role in the development

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Macroscope: How DeepSeek might dethrone the dollar

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Last week, DeepSeek, a China-made artificial intelligence (AI) model shook the tech world, bringing a new AI chatbot to market at a fraction of the price of other key global

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Chinese New Year: Navigating the Year of the Snake

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Looking back at 2024, Chinese government bonds delivered strong returns relative to other fixed-income asset classes, with a total return of 6.2%, outperforming US treasuries (1.6%), and the euro benchmark

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Ninety One appoints Justin Jewell

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Ninety One, a global investment manager with £130.2 billion AUM (as at 31.12.24), has announced the appointment of Justin Jewell as Portfolio Manager to its DM Specialist Credit team. Justin

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Ninety One extends its offering to wholesale investors in Australia

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Ninety One, the $170.9 billion (AU$ 246.3bn as at 30.09.24) active global asset manager, is expanding its Australian presence with the launch of the Global Franchise Fund to a wholesale

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Ninety One launches Sovereign Biodiversity Index

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Ninety One, the global investment manager with £128.6 billion AUM (as at 30.06.24) has announced that it has launched a Sovereign Biodiversity Index[1], which provides a quantitative way for investors to assess

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Ninety One’s Global Environment strategy awarded mandate from significant US asset owner

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Strategy seeks to capture the structural growth driven by decarbonisation Ninety One, a global investment manager with $162 billion in assets under management[1], announced that the California State Teachers’ Retirement

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