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Sector Investment 3 Days

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Last updated: April 6, 2026, 8:30 PM ET

Infrastructure Debt & Equity

Ninety One is targeting $1 billion for a new global emerging markets infrastructure debt strategy, seeking to scale its existing Emerging Markets Transition Debt mandate to $5 billion, signaling growing institutional appetite for riskier, high-yield emerging assets Ninety One eyes launch. This contrasts sharply with the situation in developed markets, where some European fibre networks are experiencing a sector "cleansing" due to overbuild and excessive leverage, while others flourish under favorable regulatory conditions Europe’s fibre divide.