Ninety One

Investment Management
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Investment Management
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities or equities, but the outcomes can look very different over time.
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Investment Management
Credit Chronicle: Q1 2026
Credit experts review how credit markets fared in the first quarter of the year and share the latest scorecards for the global credit universe.
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Investment Management
Middle East conflict: What disruption in the Strait of Hormuz means for markets
Tensions in the Strait of Hormuz have exposed the geopolitical risk within the global energy supply.
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Investment Management
Middle East conflict: Exploring a new commodity order
Geopolitics, AI and the scramble for resources: The structural changes reshaping commodity markets.
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Investment Management
Structural shifts boost EM debt
Emerging market debt has demonstrated resilience amid market turbulence.
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Investment Management
How can investors hit financial and net-zero targets?
Sustainability strategies need to be transformed to deliver real-world change.
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Investment Management
Is the UK equity market finally stepping into the spotlight?
Undervalued and high-quality stocks are setting the UK up for a comeback.
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Investment Management
An investor's definition of a 'great' company
The value of a business is the amount of money it will create for its owners over its lifetime, but working out what that figure is beforehand is complicated.
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Investment Management
What is the most robust way to value companies?
While the price to earnings (P/E) ratio is a popular and commonly used metric in equity valuation, a healthy dose of caution is required.
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Investment Management
The net-zero transition is unstoppable
An investment strategy focused on decarbonisation can complement a core global equity allocation.
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Financial Advice
What's the outlook for investors in decarbonisation?
Market sentiment has soured on environmental stocks and this is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
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