December 08 2021: With the world’s transition to net zero likely to be a key focus for investors in 2022, Peter Eerdmans, Head of Fixed Income and Co-Head of Emerging Market Sovereign and FX, explains the important role of EM debt and the need for new approaches.

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December 07 2021: Victoria Harling, Head of Emerging Market Corporate Debt, outlines the key drivers of EM corporate debt markets in 2022 and discusses where she sees the most compelling opportunities in the aftermath of significant volatility.

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December 06 2021: Against a highly uncertain macro backdrop, gold may prove valuable for investors next year. And with gold companies in their best shape in a long time, George Cheveley, Portfolio Manager, discusses why gold equities may be a useful way to get exposure to the diversification potential of the precious metal.

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December 02 2021: Wenchang Ma, Portfolio Manager, details why investors should be more optimistic about 2022, with modest corporate valuations for the growth on offer, and a smoother and more dispersed growth profile.

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December 01 2021: Intensifying efforts to tackle climate change will drive growth for select companies in 2022 and beyond. Deirdre Cooper, Co-Head of Thematic Equity, discusses how to ride the green wave.

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November 30 2021: Getting to net zero requires engaged investors who are willing to finance the emerging world’s transition. Nazmeera Moola, Chief Sustainability Officer, explains Ninety One’s approach to the decarbonisation challenge.

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November 25 2021: Portfolio Managers Grant Webster and Archie Hart explain why the prudent action already taken by central banks in the face of rising inflation has left emerging markets well-prepared heading into the new year.

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November 25 2021: Investors must navigate a complex environment as monetary policy normalises. Philip Saunders, Co-Head of Multi-Asset Growth, explores the investment outlook across asset classes and regions.

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November 24 2021: Hendrik du Toit, Ninety One CEO, explains why investors must direct capital towards reducing real-world emissions, rather than focusing on short-term ‘feel-good’ carbon targets.

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November 01 2021: Out with the old and in with the new … or is it? ‘Old’ industry commodities are essential for the development of the new, clean-energy world. George Cheveley, Portfolio Manager, shares an investment perspective on these seemingly strange bedfellows.

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