Topic
Article
Natural resources equities can mitigate vulnerability to equity market-regime shifts. Ninety One believes the asset class has distinct performance drivers that may complement existing equity allocations.
Podcast
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI.
Podcast
Aberdeen explores how the US and China are competing in AI, from models and semiconductors to power grids and government strategy, and asks whether it’s really a race at all – or something far more…
Podcast
Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell and Investment Director Jared Cook discuss these…
Podcast
A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.
Video
Help clients gain clarity about what really matters to them. This session shows how focusing on goals and purpose makes planning conversations smoother, more meaningful, and more aligned with the life clients want to build.
Video
Help clients feel more secure by strengthening their financial resilience. This video shows how practical steps around cash flow, debt, and contingencies can make uncertainty easier to navigate.
Video
See how well-being, behaviour, goals, and resilience come together in everyday advice. This final session shows how small shifts in conversations can strengthen client confidence and enhance the overall planning experience.
Podcast
Despite the conflict, there are reasons for investors to be constructive in the months ahead.
Podcast
Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important annual event.