Ninety One

since 1991
  • 1,001-5,000 employees
  • Financial Services

Ninety One

Ninety One is an active, global investment manager. Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet.

Investments involve risk. Marketing content shared on this page is for professional investors only.

Screenshot 2025-07-07 105219.png
Capital Market Assumptions - April 2025
  • 2 months ago

Ninety One’s Capital Market Assumptions framework focuses on the key drivers of long-term performance. We do this to better understand possible future returns, enriching discussions with our clients.

By Ninety One In Equities, Fixed Income, Commodities, Portfolio Construction, Thematic / Megatrends
Read More 
FixedIncome4.png
MAC Mechanics: Under the bonnet of Ninety One’s Multi-Asset Credit Strategy
  • 8 months ago

With significant dispersion in valuations across the fixed income universe today, we believe that the case for adopting a dynamic approach to portfolio construction across a broad investment univer...

By Ninety One In Fixed Income, Portfolio Construction
Read More 
Portfolio Management.png
Capital Market Assumptions - October 2024
  • 8 months ago

Ninety One’s Capital Market Assumptions framework focuses on the key drivers of long-term performance. We do this to better understand possible future returns, enriching discussions with our clients.

By Ninety One In Portfolio Construction, Thematic / Megatrends
Read More 
Credit1.png
Credit Chronicle: Q3 2024
  • 8 months ago

Ninety One’s Multi-Asset Credit team reviews how credit markets fared in the third quarter of the year and shares its latest scorecards and outlook for the global credit universe.

By Ninety One In Fixed Income, Equities, Portfolio Construction
Read More 
Oil1.png
Keep active in a bearish oil market
  • 8 months ago

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand...

By Ninety One In Commodities, Macro, Equities, Portfolio Construction
Read More 
FixedIncome3.jpg
Introducing Ninety One’s Sovereign Biodiversity Index
  • 8 months ago

Measuring government performance on nature and biodiversity

By Ninety One In Thematic / Megatrends, Fixed Income, Sustainability
Read More 
Gold2.png
Notes from the road - Why investors should take heart from a ‘sober’ gold-sector gathering
  • 8 months ago

Gold is at record highs. Yet attendance at the biggest annual gold-industry conference was well below average and the mood was subdued. This says something useful about the mindset in the gold sect...

By Ninety One In Commodities, Equities
Read More 
EmergingMarket1.png
Emerging Market Debt Indicator September 2024
  • 9 months ago

By Ninety One In Portfolio Construction, Emerging Markets, Fixed Income, Macro
Read More 
Economic Analysis.png
Macroscope: US yield curve dis-inversion: what does it mean and how to trade it
  • 9 months ago

Alex Holroyd-Jones, portfolio manager in the Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it should continue...

By Ninety One In Macro, Fixed Income, Portfolio Construction
Read More 

Copyright © 2025 Markets Recon. All Rights Reserved.

Markets Recon, operated by Recon Discovery Limited (Registered in England and Wales, Company No. 14778559). Registered Office: 86-90 Paul Street, London EC2A 4NE.