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Sector Investment 3 Days

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

Infrastructure & Emerging Markets Debt

Ninety One is targeting up to $1 billion for a new global emerging markets infrastructure debt strategy, seeking to scale its existing Emerging Markets Transition Debt effort to $5 billion as appetite for hard-asset financing grows. This push contrasts with the mixed fortunes seen in developed markets, where some European fibre operators are flourishing under favorable regulation while others face a market "cleansing" due to overbuild and excessive leverage creating consolidation pressures.