Ninety One Plc · LSE:N91
Ninety One — SA Global Investment Forum 2024
6 slides from Ninety One's conference presentation, 2024
Slide 1: Decoding the future: Diversification, sustainability, and technology
Decoding the future: Diversification, sustainability, and technology – Key considerations for global portfolio construction Duane Cable Chief Investment Officer SA at Ninety One Fagmeedah Petersen-Cook Chair of Investment Committee at ABSA Pension Fund Paul Wilson Chief Investment Officer at Sanlam
Slide 2: Target audience
Target audience Audience This document is being provided for informational purposes for discussion with institutional investors and financial advisors only. Circulation must be restricted accordingly. Nothing herein should be construed as an offer to enter into any contract, investment advice, a rec
Slide 3: Investing for a world of change
Investing for a world of change Offshore dilemma for SA investors Retirement Funds - offshore limit 45% Additional Africa limit 40% CIS - Offshore limits 35% 10% 30% 25% 5% 20% 20% 5% 45% 15% 5% 5% 30% 10% 25% 20% 5% 15% 15% 15% 15% 10% 5% Jun-95 Jun-96 Mar-98 Feb-00 Mar-04 Oct-05 Feb-08 Dec-10 Mar-
Slide 4: SA Asset Managers - Need to deploy more resources to global teams as the opportunity set broadens
SA Asset Managers - Need to deploy more resources to global teams as the opportunity set broadens SA Cash, 15% SA Bonds, 20% Offshore Global Global, 30% Equities at 30% SA Equities, 35% Greater choice must SA Cash, 5% still balance risk & return SA Bonds, 20% Global Developed Offshore Global Market
Slide 5: Origins are African – Presence and perspective are global
Origins are African – Presence and perspective are global “The world of capital markets by 2030: 3 giants in 3 main time zones” America 12 Investment London 243 professionals 144 Investment professionals Investment professionals globally Clients in 112 countries Asia Pacific 10 Investment profession
Slide 6: Important information
Important information This communication is for professional investors and financial advisors only. The information may discuss general market activity or industry trends and is not intended to be relied upon as a forecast, research or investment advice. The economic and market views presented herei