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05.08.25 - 10:24
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Signs Lined Up for a Dollar Bear Market: Ninety One′s Cooper (Bloomberg)
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Deirdre Cooper, sustainable equity head at Ninety One, sees some “really large asset owners, institutional investors, sovereign wealth funds starting to think about looking at other parts of the world” amid signs of the beginning of a bear market for the US dollar . (Source: Bloomberg)...
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03.07.25 - 08:24
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Webster: Investors Look For Alternatives as USD Weakens (Bloomberg)
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Emerging market currencies are gaining for a third session after US private-sector payrolls posted their first decline in two years, adding to bets on Fed rate cuts this year. Bonds have also rallied this year as investors diversify away from the US. Grant Webster, co-head of EM sovereigns and FX at Ninety One spoke to Bloomberg's Lizzy Burden on Horizons Middle East and Africa. (Source: Bloomberg)...
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03.06.25 - 08:01
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Harling: Biggest EM Challenge is Currency Stability (Bloomberg)
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Bonds in Australia and Singapore gained as questions about the appeal of US Treasuries sent investors toward top-rated alternatives. But Emerging-market stocks fell to their lowest level since May 9 as fresh trade tensions between the US and China clouded the global outlook. Victoria Harling, Co-Head of Emerging Market Corporate Debt at Ninety One spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the mood in emerging markets. (Source: Bloomberg)...
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22.05.25 - 12:12
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Ninety One CEO Weighs in on Trump-Ramaphosa Meeting (Bloomberg)
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Ninety One CEO, Hendrik du Toit says President Donald Trump's meeting with his South African counterpart, Cyril Ramaphosa is “a very good lesson” for the leadership of the country, which he highlighted should find a way to "cooperate with large economic blocs" around the world, including the "US, China or Europe." (Source: Bloomberg)...
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22.05.25 - 10:48
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Diversification Case Is Stronger Than Ever: Ninety One CEO Says (Bloomberg)
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"You can never bet against the US on a structural basis," says Ninety One CEO Hendrik Du Toit. "But the case for diversification is stronger than ever before," he adds during a conversation with Bloomberg's Joumanna Bercetche at the Qatar Economic Forum 2025, powered by Bloomberg. (Source: Bloomberg)...
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16.04.25 - 12:54
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Borbora-Sheen: Reserve Status Supports US Exceptionalism (Bloomberg)
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Trade tensions have impacted currencies, with the USD paring some of its advances. Jason Borbora-Sheen, Income Strategies Portfolio Manager at Ninety-One told Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche about the US's way forward. (Source: Bloomberg)...
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06.04.25 - 07:13
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Investing Africa: The Rise of Private Credit (Bloomberg)
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Ninety One's Nathaniel Micklem believes there's a growing market for private credit to flourish in Africa. His company believes there's a supply/ demand mismatch that the sector could fill while providing fruitful returns for fund managers and the businesses they invest in as well. (Source: Bloomberg)...
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26.03.25 - 04:30
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Ninety One Founder & CEO on Markets and Trump (Bloomberg)
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Ninety One Founder & CEO Hendrik Du Toit talks about how investors are battling with trade and tariffs and selling climate in a Trump world. Hendrik speaks exclusively to Bloomberg's David Ingles and Rebecca Rebecca Choong Wilkins on the sidelines of the 'HSBC Global Investment Summit' in Hong Kong....
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