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Last updated: April 6, 2026, 11:30 PM ET

Infrastructure & Emerging Markets

Ninety One's ambition to scale its Emerging Markets Transition Debt strategy toward $5 billion contrasts sharply with the fractured European fixed broadband sector, where regulatory support dictates market outcomes. While some fibre markets across the continent flourish due to strong business models, others face a "cleansing" phase driven by overbuild and excessive leverage, a dynamic Ninety One appears keen to bypass by focusing on higher-yield emerging market debt. The asset manager is specifically targeting up to $1 billion for a new global emerging market infrastructure debt offering.