Analysis & opinion
10 views • 2 years ago
In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar,…
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Analysis & opinion
7 views • 2 years ago
Ninety One’s portfolio manager Abrie Pretorius details why our Quality team believes that Alcon – with its dominant position in the eye care market and strong balance sheet…
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Analysis & opinion
8 views • 2 years ago
We spend our time looking for quality companies, but the definition of ‘quality’ can be subjective. Ninety One’s Clyde Rossouw explains why we are drawn to businesses that…
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Market insights
5 views • 2 years ago
Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: buying…
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Analysis & opinion
13 views • 2 years ago
Watch Joseph Knight and William Nott from the Ninety One Quality team discuss why it is the quality of revenue that matters, not the quantity.
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Analysis & opinion
11 views • 2 years ago
ASML’s machines print the chips that power our everyday lives. It has quietly become Europe’s third most valuable company, and it keeps growing. Portfolio Manager William Nott talks…
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