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2026 Investment Views

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – a ‘Goldilocks’ macro environment is likely to prevail in 2026. But while conditions appear ‘just right’, thoughtful positioning is required within each asset class.

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Nintendo: an innovative giant

Gaming isn’t just fun; it can deliver compelling returns. Abrie Pretorius explains why Nintendo’s ability to continually innovate has helped build an unmatched portfolio of titles and lock in an army of adoring customers.

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Oil shock: when geopolitics shuts the taps

Oil markets have reacted sharply to the effective closure of the Strait of Hormuz. Paul Gooden, Head of Global Natural Resources, explains why the disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and what it could mean for energy markets in the weeks and months ahead.

Read more
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2026 Investment Views

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – a ‘Goldilocks’ macro environment is likely to prevail in 2026. But while conditions appear ‘just right’, thoughtful positioning is required within each asset class.

Learn more
Learn more

Nintendo: an innovative giant

Gaming isn’t just fun; it can deliver compelling returns. Abrie Pretorius explains why Nintendo’s ability to continually innovate has helped build an unmatched portfolio of titles and lock in an army of adoring customers.

Learn more
Learn more

Oil shock: when geopolitics shuts the taps

Oil markets have reacted sharply to the effective closure of the Strait of Hormuz. Paul Gooden, Head of Global Natural Resources, explains why the disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and what it could mean for energy markets in the weeks and months ahead.

Read more
Read more

2026 Investment Views

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – a ‘Goldilocks’ macro environment is likely to prevail in 2026. But while conditions appear ‘just right’, thoughtful positioning is required within each asset class.

Learn more
Learn more

The best companies stand the test of time

Drakensberg amphitheatre - South Africa
Quality investing

We seek exceptional companies with durable competitive advantages that foster long-term compounding and resilient growth, helping them thrive through economic cycles and remain insulated from broader market downturns.

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Ninety One is an active, global investment manager with distinctive capabilities in global equities, differentiated fixed income and credit, and emerging markets. We are committed to providing our clients with long-term investment returns. We aim, also, to invest in ways that make a positive difference to people and the planet. Our legacy and experience give us a special perspective on the opportunities presented by developing markets and the energy transition.

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  • Investor relations
  • Newsroom
  • Contact us
  • United StatesSelect your role
NinetyOne
  • Insights
  • Funds
  • Emerging markets
  • Sustainability
  • Quality investing
  • About us
United States
Select your role