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Everything from Ninety One

MLC Asset Management awards multiple mandates to Ninety One’s Emerging Markets Equity strategy

From Ninety One

Ninety One, a global investment manager with AUD $345.5 billion in assets under management (as at 30 September 2026), has announced that MLC Asset Management, part of Insignia Financial, one

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27 Oct 2026

Material World: Central-bank gold buying strengthens case for re-rating of mining equities

From Ninety One

Central banks have returned to the gold market in force following a Q1 slowdown, strengthening the case for a re-rating of gold mining equities. Sustained official-sector demand suggests the gold

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25 Sep 2026

Hidden GEMs: Emerging market private credit enters a new phase as Ninety One deploys over US$2 billion across more than 90 transactions

From Ninety One

Emerging market private credit is entering a new phase of growth, with institutional investors broadening allocations beyond developed markets in search of stronger lender protections, attractive risk-adjusted returns and greater

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11 Sep 2026

Hidden GEMs: Resilience and divergence: emerging markets are forging ahead in a new era for investors

From Ninety One

Conflict-related commodity market disruption is just the latest in a series of shocks testing policymakers and unsettling investors. Yet a familiar pattern is playing out in markets. Grant Webster, Co-Head

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28 May 2026

Globalisation gets harder: A new era of constraint, competition and volatility

From Ninety One

The era of “easy globalisation” is over. Investors and policymakers now face a more fragmented, volatile and politically charged global system, in which long-standing assumptions about growth, inflation and market

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16 Apr 2026

Hidden GEMs: Emerging market private credit stands appear as cracks appear in US private credit

From Ninety One

Private credit has grown into a roughly US$3 trillion global asset class since the Global Financial Crisis – but it’s now facing its first serious test. In the US, high-profile

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31 Mar 2026

Macroscope: Is the Iran crisis an early 2020 moment for markets?

From Ninety One

War in the Middle East and the disruption of energy flows through the Strait of Hormuz has potentially introduced a stagflationary shock at a time when markets were positioned for

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30 Mar 2026

Macroscope: War in the Gulf

From Ninety One

Two outsized geopolitical risks have been on the market’s radar for years, though not always with equal prominence. The first is an escalation in Taiwan, and the second is one

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06 Mar 2026

Sustainable Equities 2026 Outlook: Investing in an evolving energy transition

From Ninety One

Sentiment towards decarbonisation has weakened in recent years, but underlying earnings performance has remained resilient. High-quality enablers of the energy transition have continued to deliver strong, above-market earnings growth, even

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09 Feb 2026

Credit 2026 Outlook: Build up your core strength and stay flexible

From Ninety One

After a strong run for global credit markets in 2025, investors heading into 2026 face a more complex and selective environment. Credit markets delivered robust total returns last year, supported

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03 Feb 2026

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CPD: Growth holds, risks widen
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CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
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