Sector Investment 3 Days

Last updated: April 7, 2026, 2:30 AM ET

Infrastructure & Emerging Markets Debt

Ninety One is targeting $1 billion for a new global emerging market infrastructure debt strategy, while simultaneously aiming to scale its existing Emerging Markets Transition Debt vehicle to $5 billion, reflecting growing institutional appetite for risk-adjusted returns outside developed economies. This push contrasts sharply with European fibre markets, where regulatory environments are driving a bifurcation; some networks are seeing flourishing investment due to sound business models, whereas others face a necessary "cleansing" consolidation driven by overbuild and excessive leverage.