It’s good to talk

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‘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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The role of Global Environment within a global equity environment

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A new whitepaper, attached, discusses what a decarbonisation strategy benchmarked against MSCI ACWI can offer those with a diversified global equity portfolio, something different in terms of portfolio composition and

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Hidden GEMs: Don’t dismiss EM debt

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A disappointing decade in some areas of the asset class has left asset allocators questioning the investment case for EM debt. Grant Webster, Ninety One Co-Head of Emerging Market Sovereign

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The transition finance opportunity in emerging markets

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The world needs to invest over US$4 trillion a year by 2030 if we are to reach net zero emissions by 2050.[1] Of that, US$1 trillion is needed for the energy

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Macroscope: Opportunity knocks when investors lose faith

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An investor recently recalled asking an older colleague in late 2000 when the right time would be to buy the NASDAQ. His answer, which turned out to be broadly correct:

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Macroscope: The debt ceiling – an inevitable increase, an unavoidable reckoning

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Ninety One Strategist Sahil Mahtani and Analyst Daniel Morgan say that it is easy to imagine worse scenarios. At some point in the 2010s, it became unfashionable to worry about

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Macroscope: As safe as houses?

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Ninety One Analyst Rebecca Phillips and Strategist Russell Silberston query not only if houses are as safe an investment, but what are the economic implications when things go wrong? From

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Macroscope: SVB Financial- a consequence of exiting false equilibrium   

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Ninety One Portfolio Manager Iain Cunningham discusses how the failure of SVB Financial is a consequence of something much bigger – and how we might be facing the start, rather

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A disorderly transition: Averting chaotic disorder in the transition to net zero

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A transition to net zero is unlikely to be neat or methodological. Evidence suggests we are at the start of a disorderly transition. How disorderly the transition becomes will be

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COP27: We must finance the transition to net zero

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There is only one way to ensure an inclusive and effective transition to net zero – by providing the financial means, says Ninety One founder and CEO Hendrik du Toit.

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