Markets Recon

Part of Ninety One

Ninety One

+3 New this week
The archive

Their research,
newest first.

Title Topics Published Actions
The resource crunch: conflict, AI and the race for energy, metals and food
Capital Market Assumptions - October 2026
Multi-Asset Strategy Quarterly – October 2026
China’s biotech revolution is creating a new generation of global innovators
Why a sideways dollar isn’t the end of the emerging markets story
Double Take: Align Technology & Edwards Lifesciences
Scorching summer could heat up the energy transition
Weighing passive and active approaches to EM debt investing
Capital Market Assumptions - April 2025
MAC Mechanics: Under the bonnet of Ninety One’s Multi-Asset Credit Strategy
Capital Market Assumptions - October 2024
Credit Chronicle: Q3 2024
Keep active in a bearish oil market
Introducing Ninety One’s Sovereign Biodiversity Index
Notes from the road - Why investors should take heart from a ‘sober’ gold-sector gathering
Emerging Market Debt Indicator September 2024
Macroscope: US yield curve dis-inversion: what does it mean and how to trade it
Notes from the road – Brazil’s corporate credit market
Q3 in review
Why now for Emerging Market Corporate Debt?
Making nature count: an investor’s perspective
The missing piece in European private-credit allocations
Picture this: dislocation and distress in high-yield debt
Powering the AI revolution: a superscale clean-tech opportunity?
Emerging Market Debt Indicator August 2024

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