Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
Tag: Ninety One
Top Trumps: Commodities – 25 July 2024
This week FSA provides a quick comparison of two commodities funds: the BlackRock World Gold fund and the Ninety One Global Gold fund.
Ninety One hires Paul Gooden to lead natural resources team
Tom Nelson steps down from portfolio management responsibilities.
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers.
Top Trumps: China equities – 13 June 2024
This week FSA presents a quick presentation of two China equities funds: the Harvest China Equity fund and the Ninety One All China Equity fund.
The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
TRP bolsters intermediary distribution team with two hires
Daisy Leung and Claudia Phuah have joined in the Hong Kong and Singapore offices respectively.
Central banks will tip economy into global recession – Ninety One
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
Investors eye new opportunities in emerging markets
Compared with developed markets, the resilience and growth path of emerging markets make multiple assets appealing.
