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Everything from Ninety One

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

China’s structural and cyclical challenges present opportunities

From Ninety One

Ninety One’s, Iain Cunningham, Head of Multi-Asset Growth at the global investment manager with an emerging market heritage and perspective manager, discusses China’s structural headwinds. This includes those which are

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12 Dec 2023

Credit chronicle: Rate moves dominate but divergence shines through

From Ninety One

While the third quarter began on a positive note, with a less hawkish tone from the US Federal Reserve stoking hopes of an imminent end to the rate-hiking cycle, a

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13 Oct 2023

Hidden GEMs: India’s sleeping cat…has become a roaring tiger

From Ninety One

A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. As we all

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12 Sep 2023

It’s good to talk

From Ninety One

‘It’s good to talk’ was an award-winning 1990s advertising campaign for BT, fronted by the wonderful and much-missed British actor Bob Hoskins, in which Bob tried to convince Britain’s taciturn

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22 Aug 2023

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
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CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]