Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging...
Preparing for regime change: The role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime...
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across...
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities...
Credit Chronicle: Q1 2026
Credit experts review how credit markets fared in the first quarter of...
Middle East conflict: What disruption in the Strait of Hormuz means for markets
Tensions in the Strait of Hormuz have exposed the geopolitical risk within...
Middle East conflict: Exploring a new commodity order
Geopolitics, AI and the scramble for resources: The structural changes...
Structural shifts boost EM debt
Emerging market debt has demonstrated resilience amid market turbulence....
How can investors hit financial and net-zero targets?
Sustainability strategies need to be transformed to deliver real-world...
Is the UK equity market finally stepping into the spotlight?
Undervalued and high-quality stocks are setting the UK up for a comeback....
An investor's definition of a 'great' company
The value of a business is the amount of money it will create for its owners...
What is the most robust way to value companies?
While the price to earnings (P/E) ratio is a popular and commonly used...
