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Emerging markets equity: INDepth with Archie Hart from Ninety One

Archie Hart from Ninety One goes in-depth with James Dunn from The Inside Network on emerging markets equity.

Investor Strategy News | 30th Mar 2023 | More
Investors have thrown ‘the baby out with the bathwater’ in emerging markets

As hot air escapes the developed markets, unloved and unglamorous emerging markets are in the box seat once more. This time, it’s about more than the growth story.

Staff Writer | 24th Mar 2023 | More
Emerging markets in 2023: IN60 with Archie Hart from Ninety One

Archie Hart from Ninety One answers quickfire questions with James Dunn from The Inside Network.

Investor Strategy News | 23rd Mar 2023 | More
  • 2010s ‘a lost opportunity’ for renewables, but a new era looms

    The free money era in which the transition to renewable energy could have been dirt cheap is over. But after Russia’s invasion of Ukraine, the world has a golden opportunity to get the job done.

    Lachlan Maddock | 13th Jan 2023 | More
    Show us the money on climate investing: asset owners

    A significant chunk of asset owners are certain that climate investing means lower returns. After a year like 2022, it might be tough to convince them otherwise.

    Lachlan Maddock | 21st Oct 2022 | More
    Real-world view benefits investors

    Looking at the real-world consequences of ESG investments should boost risk-adjusted returns and avoid greenwashing. “Get to the nuts and bolts of the investment,” John Green advises super funds.

    Greg Bright | 19th Sep 2022 | More
  • Just quietly… China becomes a tactical play too

    Institutional funds and their managers tend not to talk about tactical bets, at least not in public. It’s a long-term game after all. But there are times when short-term opportunities can also match long-term strategies. Take China, for instance.

    Greg Bright | 13th Jul 2022 | More
    Three questions top of mind for EM debt investors

    Ninety One is relatively cautious on emerging markets from a top-down perspective, preferring bottom-up selection in a complex global environment, which we see as having distinct winners and losers.

    Investor Strategy News | 1st Jul 2022 | More
  • Russia a ‘sideshow’ in main EM game

    Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…

    Greg Bright | 20th Apr 2022 | More
    Tuning out the hard assets mantra

    The “hard asset mantra” is rising to a fever pitch in an inflationary environment, but investors should be “skeptical of historical analogies.” Inflation over the coming decade is expected to be closer to the experience of the 2000s than the 2010s, ending a paradigm that has underpinned an “unusually long bull market for stocks” and…

    Staff Writer | 17th Mar 2022 | More