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Everything from Ninety One

Emerging market equities 2026 outlook: A once-in-a-generation opportunity

From Ninety One

Emerging market equities enter 2026 with a compelling combination of improving fundamentals, greater policy visibility and deep structural growth drivers. Despite geopolitical noise and macro uncertainty in 2025, the asset class

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21 Jan 2026

China and emerging markets: A turning point for investors

From Ninety One

China Equities Portfolio Manager Wenchang Ma argues that structural reform, stronger fundamentals, and sectoral innovation are transforming China and emerging markets into higher-quality, more resilient sources of long-term growth for

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03 Nov 2025

Government bonds: the end of the shock absorber

From Ninety One

Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Sahil Mahtani, Head of

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16 Sep 2025

The shrinking upside in the dollar story

From Ninety One

Ninety One has published the latest in its research series examining the strategic implications of shifting macro dynamics for the US dollar and global portfolio construction. The Shrinking Upside in the

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15 Sep 2025

Ninety One announces appointment of David Knee as Head of Multi-Asset

From Ninety One

Ninety One is pleased to announce the appointment of David Knee as Head of Multi-Asset. Knee, who will take up the role towards the end of 2025, will draw upon

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03 Jul 2025

Reframing fixed income: the old rules are no longer fixed

From Ninety One

Bond markets are in a new regime ‘safe havens’ are no longer acting as such, and investors can no longer expect asset classes to behave as they have done historically.

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16 Jun 2025

Capital Market Assumptions: A new investment reality takes shape

From Ninety One

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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09 May 2025

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

From Ninety One

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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24 Apr 2025

Macroscope: Trade shock accelerates China’s strategic pivot

From Ninety One

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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22 Apr 2025

Ninety One appoints Leong Kae Xiang

From Ninety One

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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24 Feb 2025

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]