Ninety One

Some “Tiger-ish confidence” is warranted for China investors as regulatory upheaval eases and authorities target economic growth and stability. “After roaring back from the initial COVID outbreak, the Chinese economy has been through a more difficult spell,” writes Ninety One in its latest China report, titled “Tiger, Tiger: What investors can expect in the Chinese…

With COP26 a turning point in net-zero thinking, at least for investors and managers, Ninety One has expressed concern over insufficient focus on ‘real world decarbonisation’. The global multi-asset and specialist manager is presenting its 2022 investment outlooks presentation, ‘The Challenges of Normalisation’, this week (from December 6). In it, Hendrik du Toit, Ninety One’s…

One clear message from this month’s COP26 climate meeting is that big investors – especially Australian investors – will not be waiting for politicians to lead the way with a response to the crisis. Institutional investors are now “moving to the point of implementation” of their sustainability strategies, according to global manager Ninety One, with…

In a positive sign for diversified global managers, the dual-listed Ninety One has reported a turnaround in fund flows and a big increase in profits following strong returns in the past six months. The company said in London last week (November 16) that net inflows of £3.9 billion sterling (A$7.2 billion), taking total assets under…

If super fund investment staff didn’t appreciate the importance of indices prior to the introduction of YFYS, they should do now. With fixed income, the indices tell an interesting, and in some ways counterintuitive, story. Notwithstanding the continued popularity of absolute returns-based portfolios, especially with the end investors, the new fund performance test implemented by…

Global manager Ninety One has launched an index for sovereign bond investors which provides an independently verified assessment of alignment with the Paris Agreement on net zero. A feature of the index, the first of its kind, is that its inclusion of all major emerging markets, many of which are most impacted by both climate…

While the weight of global retail investment flows has swung behind climate-related themes in the past two years, that is not the case in all countries. Take a large developing nation such as South Africa for example. Ninety One, the listed global fund manager with a range of asset strategies and a long pedigree in…

China is to get its third stock exchange, in Beijing, to augment the main Shanghai exchange and the smaller, tech orientated, Shenzhen exchange. The new Beijing exchange was announced by Xi Jinping, the president, in a surprise statement on September 2, with scant details provided about the plans for its operation. According to Wenchang Ma,…

The China growth story is well known to international investors but the best way to access profitable growth and the various risks continue to evolve as part of that story. In a session devoted to ‘Investing for Change in China A-Shares’ at last week’s JANA annual conference (September 16), Wenchang Ma, Hong Kong-based portfolio manager…

It’s not just about the higher yields, although that helps. It’s also about the correlation between hard and local currencies. And Australian investors are in pole position. In a series of discussions with the firm’s Australian investors and others recently (August 23 – September 3), Grant Webster, head of Ninety One’s emerging markets ‘blended debt’…