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Analysis

Philip Saunders

01 February 2022 • By Ninety One • 1 min read

Tiger, tiger: What investors can expect in the Chinese New Year

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals expl...

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Philip Saunders

Outlook for 2022 – Sailing into the wind

Sailing into the wind is a sailing expression that refers to a sail boat’s ability to move, even if it is headed into the wind. To reach specific...

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Philip Saunders

Companies moving the needle on sustainability reporting

As more companies commit to long-term targets for a net zero carbon future, the pressure is on how to report progress to shareholders and the wider bu...

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Philip Saunders

Incorporating ESG considerations in multi-asset portfolios

The demand for ESG-based investments is surging and many asset managers now offer strategies that take into account a range of environmental, social a...

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Philip Saunders

10 key insights from 2021

Although macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Easing supply bottl...

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Philip Saunders

M&A activity continues to boost real estate sector

The outlook for global real estate investment trusts (REITs) is positive, in large part due to the vigorous merger and acquisition (M&A) market th...

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Philip Saunders

The end of greenwash? Why transparency is the focus of sustainable investing in 2022

Alongside the tumultuous ride that is COVID, one notable development in financial markets has occurred. Ethical and responsible investing has become f...

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Philip Saunders

Subsectors offer untapped opportunities in healthcare

The events of the past two years have seen significant growth in interest in healthcare as an investment opportunity. The search for suitable treat...

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Philip Saunders

2022: The year of the consumer

The global economy is on track to grow above trend in 2022, as consumerism bounces back big. In many parts of the world, including Australia and th...

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Philip Saunders

China gets ready with macro levers to manage credit crunch

The likely long-term fallout from the credit crunch currently affecting highly leveraged Chinese property developers Evergrande, Fantasia and Kaisa is...

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