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17.09.25 - 10:24
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Siow: Saudi Riyal′s Entry Into EM Similar to China (Bloomberg)
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Emerging market stocks are rising for a ninth consecutive session, in their longest winning streak since February 2024. That's amid growing risk appetite as traders gear up for the Fed's highly anticipated rate decision. Alan Siow, Co-Head of Emerging Market Corporate Debt at Ninety One, spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the uncertainty around the Fed decision as well as Saudi Arabia's position in emerging markets. (Source: Bloomberg)...
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04.09.25 - 16:57
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Nedgroup Investments Continues to Attract Big Names With Latest Senior Hire (Business Wire)
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LONDON--(BUSINESS WIRE)--Nedgroup Investments continues to strengthen its presence with the appointment of Denis Skeate to its Client Team. Denis joins from Ninety One, where he served as Sales Director within the UK Client Group, bringing over 20 years of experience in asset management and a reputation for building enduring client partnerships.
This appointment follows a string of high-profile hires, including industry veteran Rob Burdett, who joined in 2024 to lead Nedgroup Investments' international multi-manager business.
Nedgroup Investments' boutique-led approach offers Fund Selectors and European investors access to specialist managers who are unconstrained by house views and empowered to deliver differentiated outcomes. This model continues to attract seasoned talent and investor interest.
“We're not just growing, we're growing with purpose,” said Apiramy Jeyarajah, Chief Commercial Officer at Nedgroup Investments. “Denis joins a diverse team that's been deliberately built around experi...
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28.08.25 - 07:42
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Dovish Fed Positive for EM: Ninety One′s Alan Siow (Bloomberg)
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A dovish Federal Reserve is an unmitigated positive for emerging markets, according to Alan Siow, Ninety One's co-head of Emerging Markets Corporate Debt. Siow says any dollar weakness is bullish for emerging markets, while many EM risk assets benefit from Fed easing. He adds that the manner in which developing economies have navigated the current geopolitical environment "sets us up for good period" for emerging markets. Siow spoke to Bloomberg's Joumanna Bercetche on "The Pulse". (Source: Bloomberg)...
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27.08.25 - 12:18
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Trump Slaps 50% Tariffs on India, Raising Tensions With Modi | The Pulse 8/27/2025 (Bloomberg)
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US President Donald Trump imposed a crushing 50% tariff on Indian goods to punish the country for buying Russian oil, upending a decades-long push by Washington to forge closer ties with New Delhi. The new tariffs, the highest in Asia, took effect at 12:01 a.m. in Washington on Wednesday, doubling the existing 25% duty on Indian exports.
In other news, the Trump administration is reviewing options for exerting more influence over the Federal Reserve's 12 regional banks that would potentially extend its reach beyond personnel appointments in Washington, according to people familiar with the matter. It follows Trump's move to oust Fed Governor Lisa Cook.
Today's guests: Maya Bhandari, Neuberger Berman CIO for Multi-Asset EMEA, Shumita Deveshwar, TS Lombard Chief India Economist, Alan Siow, Ninety One Emerging Markets Corporate Debt Co-Head (Source: Bloomberg)...
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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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