There are 32 item(s) tagged with the keyword "Ninety One".
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In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team.
As the monetary support that has lifted the UK equity market since March 2020 is withdrawn, we expect company fundamentals to be key.
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.
Displaying: 21 - 30 of 32