Sector Investment 8 Hours

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

Infrastructure & Emerging Markets Debt

Ninety One is targeting the launch of a global emerging markets infrastructure debt strategy aiming for up to $1 billion in initial capital, while simultaneously seeking to scale its Emerging Markets Transition Debt effort to $5 billion, reflecting growing appetite for credit in developing regions Ninety One eyes launch. This contrasts with European fibre markets, where regulatory environments are creating a split: some territories are flourishing amid strong models, while others face a "cleansing" due to excessive build-out and high leverage Europe’s fibre divide.