Ninety One

Fund managers bet on EMs, defence and energy amid geopolitical and supply chain fragmentation

Equities

Fund managers bet on EMs, defence and energy amid geopolitical and supply chain fragmentation

'End of easy globalisation'

clock 11 May 2026 • 4 min read
UK funds remain unloved despite impressive year for FTSE 100

UK

UK funds remain unloved despite impressive year for FTSE 100

FTSE grew 21.5% in 2025

clock 17 February 2026 • 4 min read
Fund managers search for hedges against precious metals as prices rally again

Commodities

Fund managers search for hedges against precious metals as prices rally again

Gold and silver surge

clock 04 February 2026 • 3 min read
Investors straddle relief and anxiety as Trump walks back aggressive Greenland takeover

Markets

Investors straddle relief and anxiety as Trump walks back aggressive Greenland takeover

Gold still high as equities rally

clock 22 January 2026 • 4 min read
Budget 25: UK outlook 'unconvincing' despite increased £22bn fiscal headroom

UK

Budget 25: UK outlook 'unconvincing' despite increased £22bn fiscal headroom

Taxes still expected to rise in future

clock 26 November 2025 • 2 min read
Ninety One AUM soars 16% in six months to 'highest number ever reported'

Companies

Ninety One AUM soars 16% in six months to 'highest number ever reported'

Earnings per share up 15%

clock 17 November 2025 • 2 min read
Matt Evans makes career switch as he departs Ninety One

People moves

Matt Evans makes career switch as he departs Ninety One

Takes on advisory role at Global Growth Market

clock 12 November 2025 • 2 min read
Reduced trade friction with US 'could reinvigorate Asia's equity markets'

Asia

Reduced trade friction with US 'could reinvigorate Asia's equity markets'

Following President Trump's tour

clock 05 November 2025 • 3 min read
Fed expected to cut interest rates as Japan and Europe prepare to hold

Economics

Fed expected to cut interest rates as Japan and Europe prepare to hold

Two rate cuts expected in the US this year

clock 27 October 2025 • 4 min read
Prospect of pro-Trump Fed raises investors concerns for US economy

Markets

Prospect of pro-Trump Fed raises investors concerns for US economy

Yield curve to steepen

clock 22 October 2025 • 5 min read
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