Creator
Clyde Rossouw is head of quality at Ninety One, based in Cape Town. He is lead portfolio manager of the Global Franchise and Opportunity strategies, co-portfolio manager of the Global Quality Dividend Growth Strategy and portfolio manager of the International Franchise strategy.
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold
With the world in flux, this is the time not for passive exposure or macro bets, but for quality – for deliberate selection and high-conviction positioning. Ninety One offers…
This has been the year of a great market shift – and it’s likely not done yet.
