Analysis & opinion
7 views • 2 days ago
Oil inventories at decade lows, surging AI demand for power and metals, and mounting pressure on food production are squeezing the world's physical resources. Ninety One’s Natural Resources…
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Analysis & opinion
0 views • 2 days ago
Ninety One’s Darpan Harar and Jared Cook discuss the big theme moving credit markets this year: the surge in bond issuance by tech giants to fund spending on…
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Analysis & opinion
44 views • 2 weeks ago
Europe’s record-breaking summer could add further momentum to the energy transition. Ninety One explores the multiple ways investors can access the opportunity.
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Analysis & opinion
43 views • 2 weeks ago
The US dollar currency may trade sideways for a spell, but its structural downcycle is far from over. Meanwhile, says Ninety One, emerging market asset classes still offer…
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Analysis & opinion
52 views • 4 weeks ago
Ninety One’s trip to the US over the summer highlighted strong interest in EM equities, but also flagged important questions about investing in this dynamic and recently underexplored…
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Analysis & opinion
103 views • 2 months ago
With the gold price appearing better supported than many market participants had assumed, Ninety One believes the case for a re-rating of gold equities is strengthening.
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Analysis & opinion
60 views • 2 months ago
Developed-market bond yields have risen together, but for very different reasons, says Ninety One. The contrast between the UK and US shows why investors need to look beneath…
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Analysis & opinion
71 views • 2 months ago
EM equity gains in 2026 have been narrow, concentrated in AI-driven information technology. Ninety One’s Archie Hart and Varun Laijawalla explain why this memory upcycle looks structurally different…
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Analysis & opinion
94 views • 2 months ago
AI is driving new demand for commodities, while supply remains disciplined – supporting the outlook for natural resources equities. Ninety One tells us more.
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Analysis & opinion
87 views • 3 months ago
Overlapping pressures across agriculture, fertiliser and energy markets could create fresh inflationary risks this year, with wide-ranging implications for commodity markets, monetary policy and emerging market assets. Ninety…
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Analysis & opinion
5 views • 4 months ago
Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM…
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Analysis & opinion
111 views • 4 months ago
As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
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