There are 28 item(s) tagged with the keyword "Ninety One".
Displaying: 11 - 20 of 28
Deirdre Cooper – Co-Portfolio Manager
Anna Farmbrough and Simon Brazier - Co-Portfolio Managers
To mark 10 years of the Diversified Income Fund, portfolio managers John Stopford and Jason Borbora-Sheen sat down in the studio to reflect on their journey.
In our second episode of our on-going series, From the Multi-Asset Desk, Ellie Clapton, Portfolio Specialist and Jason Borbora-Sheen, Portfolio Manager, discuss some of the hot topics in the Multi-Asset team at Ninety One. With a recent flattening followed by a subsequent re-steepening of the yield curve, what are the consequences for asset returns and the potential risk of a recession?
In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team.
As the monetary support that has lifted the UK equity market since March 2020 is withdrawn, we expect company fundamentals to be key.
Displaying: 11 - 20 of 28