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Everything from Ninety One

Picture this: a broader horizon brings better value

From Ninety One

Ninety One’s Multi-Asset Credit team explains that a preference for quality has seen many high-yield investors flock to a part of the credit market that currently offers poor value. Those with

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01 Jul 2024

Hidden GEMs: Africa’s frontier markets have further to run

From Ninety One

Reforms, prudence and support African economies have rebounded in recent months. A combination of developments underpins this shift in fortunes. Key among these, ongoing fiscal and FX market reforms in

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26 Jun 2024

Macroscope: US fiscal consolidation? Not in 2025

From Ninety One

In recent years there has been a definitive shift in fiscal policy from austerity to activism. A focus by policymakers on debt and deficits has been replaced by an expanded

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20 Jun 2024

The year of the ballot

From Ninety One

In 2024, eight of the world’s 10 most populous nations – the US, India, Brazil, Indonesia, Bangladesh, Mexico, Pakistan, and Russia – go to the polls in the same year

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20 May 2024

Emerging Market Debt in the Australian landscape

From Ninety One

Ninety One’s, Grant Webster, Co-head of emerging market sovereign & FX discusses the compelling reasons why Australian investors should be considering a standalone allocation into Emerging Market (EM) debt. Compared

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01 May 2024

Net Zero: Searching for returns and real-world change

From Ninety One

The finance industry’s multi-billion dollar drive to deal with climate change is not working. Real-world emissions are rising, despite net-zero targets pointing in the other direction. In the latest whitepaper by

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16 Apr 2024

Macroscope: A new capex supercycle is on the way

From Ninety One

In 2013, former US Treasury secretary Larry Summers famously declared that the world’s advanced economies were in a state of secular stagnation, a period of sluggish growth, low interest rates

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11 Apr 2024

Hidden GEMs: Are the dark clouds starting to part for emerging markets

From Ninety One

With 2023 falling short of expectations in terms of a recovery for emerging markets, Archie Hart and Varun Laijawalla, Co-Portfolio Managers, Emerging Markets Equities at Ninety One, are optimistic on

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25 Jan 2024

Picture this: cheap but not entirely cheerful

From Ninety One

Ninety One’s Multi-Asset Credit team explains how loans have lagged the recent rally in credit markets to create compelling valuations but warns investors to take care to limit exposure to

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24 Jan 2024

Macroscope: Long the yen against the euro

From Ninety One

Since 2021, major economic cycles have been out of sync, presenting macro investors with opportunities to capitalise on policy divergence. In August 2021, for instance, it became clear to us that

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19 Jan 2024

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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 [...]