Ninety One | The Big Picture

We are half way through 2024 and most emerging market elections have now taken place, notably in South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact.

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Bram Wagner, a prominent specialist from the Access to Medicine Foundation, engages in a thoughtful conversation with Portfolio Manager, Matt Evans, about how we can think of healthcare investing through the lens of accessibility. Initiatives aimed at improving accessibility on a global scale can significantly expand addressable markets within the healthcare industry. This provides investors with an opportunity not only to contribute meaningfully to enhancing accessibility, but also to invest in areas primed for structural growth.

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Stephanie Niven sits down with experienced and award winning impact investor Dimple Sahni from Anthos Fund and Asset Management to examine some of the challenges and opportunities of turning impact insights into an alpha advantage.

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Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation. They are joined by the pioneering leader and founder of the non-profit Tusk Trust, Charlie Mayhew. Hear Charlie talk about some hard-won ‘war stories’ showing what’s at stake as they discuss the evolving financial model required to protect Africa’s natural environment.

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If polls are to be believed, the 14-year tenure of the UK’s Conservative Party is about to end. Change is often greeted with trepidation by society, business and markets. However, in this case the UK has displayed stability, especially relative to some of its European peers. Matt Evans examines the mood and the potential market moves after July 4th, Election Day.

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We have grown used to 'higher for longer', but the winds of change have now seemingly started to blow in the corridors of monetary policy power. Sweden and Switzerland have cut, and Canada followed suit. All eyes were on the ECB, and it did not disappoint, cutting rates by 25 basis points. Christine Lagarde was still guarded, however, and did not commit to further falls. John Stopford analyses the implications.

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Investment analysts frequently ignore culture and inclusion, focusing exclusively on companies’ financial statements. Yet the ‘human factor’ is often among the key drivers of corporate performance, and ultimately of shareholder returns. Professor Alex Edmans talks with Ninety One’s Stephanie Niven and Miles Hamilton about how to leverage research into culture and inclusion into better investment decisions. They also discuss their joint work to develop a practical framework for incorporating culture insights into investment analysis.

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For Schneider Electric, a multinational company that specialises in digital automation and energy management, sustainability isn’t just about doing good. It’s a way of aligning the business to the structural tailwinds created by a decarbonising world.

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Juliana Hansveden and Yuxin Lin from the Sustainable Equity team recently travelled to China and Korea to meet existing and prospective portfolio companies. They discuss the insights gained from the trip and detail how they’re capturing the structural growth opportunities.

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Portfolio Manager Stephanie Niven and analyst Sam Anthony discuss the importance of biodiversity and how they think about it from an investment perspective.

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