Sector Investment 8 Hours

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

Infrastructure & Debt Strategies

Ninety One is targeting up to $1 billion for a new global emerging markets infrastructure debt strategy, further planning to scale its existing Emerging Markets Transition Debt vehicle to $5 billion, demonstrating growing appetite for risk-adjusted returns outside developed markets asset classes. This contrasts sharply with the state of European fibre markets, where regulatory frameworks are causing a divergent outlook; some regions flourish while others face a "cleansing" due to overbuild and excessive leverage requiring consolidation among operators across the continent.