There are 28 item(s) tagged with the keyword "Ninety One".
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Value equities remain extremely cheap, and several catalysts that could drive a value rally are lining up.
It’s easy to get swept along with popular narratives about society’s bogeymen, like the idea that social media is a force for evil. Oftentimes, these narratives say more about us than they do about the issue in question.
A net zero portfolio is a very different thing to achieving net zero in the real economy by 2050.
With the average UK life expectancy being 82, one of the greatest challenges facing people living in the UK is the ability to fund a 30+ year retirement, whilst ensuring that their pension pot can support their expected standard of living.
If markets tend to overreact to bad news, where does that leave stocks after a year like 2020? Ninety One’s Value portfolio managers explain why value approaches could be valuable to investors next year and beyond.
Simon Brazier, Portfolio Manager of the Ninety One UK Alpha Fund, discusses why an investment focus on world-leading companies could be ideal for the uncertain times where living through. He is joined by Mark Colegate from Asset TV and the wider Quality investment team at Ninety One.
Income has taken a hit. John Stopford and Jason Borbora-Sheen offer a way forward through a focus on strong and sustainable income.
The impact of the coronavirus is being felt throughout the world, with global growth expectations being revised down sharply and many suggesting a global recession is now inevitable. The decision by Saudi Arabia over the weekend to slash the price of oil, following a failed attempt to get Russia to agree to supply restrictions in response to falling global demand was the tipping point for financial markets.
Displaying: 21 - 28 of 28