Ninety One (JSE: N91) share price, discussion & sentiment

Do you think N91 can push past R50 if flows keep improving, or is the fee compression in asset management going to be a headwind here. Comparable guys in Europe are trading on lower multiples for a reason.

N91 sitting just below R50 is interesting given the asset management headwinds globally, but their diversified client base and alternatives exposure puts them ahead of peers like Coronation in terms of defensive positioning. Fee pressure is real but not fatal if they keep growing AUM in the higher margin strategies, which they've shown they can do. Positioned perfectly for the next cycle when flows return to active management.

N91 catching some weakness with the rand under pressure and offshore asset managers pulling back on EM exposure. But the fundamentals around their institutional client base and fixed income mandates haven't deteriorated, long-term view hasn't changed. R49.10 is decent entry territory if rate cuts come through next year, inflation still very high so patience needed.

N91 sitting just under R50 with decent dividend yield for an asset manager. Question is whether they can actually grow AUM when the local market's been dead money for years. Reckon the offshore exposure helps but that rand weakness cuts both ways.

N91 trading sideways at R50.13 isn't inspiring much action, but the asset management space is where the real opportunity lies once markets stabilise. If they can grow AUM and keep costs down, we could see proper re-rating over the next 18-24 months, especially with dividend yield

N91 down 0.61% today at R4864 but I'm looking at how it compares to other asset managers like Coronation, seems like Ninety One still got strong global exposure that others don't have.

N91 up 1.71% today and it's making sense given their asset management credentials in a market hungry for local expertise. The question is whether they can keep growing AUM in this rate environment without getting squeezed on fees, because institutional clients are ruthless about

N91 trading down 0.97% today, which isn't material noise, but the real question is whether their £2.4bn AUM base can sustain fee compression in a bear market without triggering meaningful outflows. Their embedded value metrics matter here. if net inflows turn negative, that machi

N91 grinding higher at R4830 while the broader asset management cohort remains under pressure from outflow cycles, but the +1.73% move today suggests selective rotation into quality portfolio managers as institutional clients de-risk from passive exposure. Comparing to Investec's

N91 trading down 117 basis points today, though the decline appears overblown given the asset manager's embedded value hasn't deteriorated materially. With global bond yields still elevated and the yield curve inversion finally showing signs of normalization, the structural tailw

The 1.29% pullback in N91 today presents a genuine entry opportunity for patient capital, particularly given the asset manager's resilient earnings trajectory and the fact that global asset management consolidation continues to create tailwinds for pure-play boutique operators li

N91 flat today but the asset management space is getting hammered by global rate uncertainty, so I'm curious whether their diversified client base and emerging markets exposure will hold up better than pure-play European wealth managers when flows inevitably shift.

N91 at R4820 creeping up 1.47% but Investec's outperforming on earnings growth. Asset managers getting squeezed while they're beating the index.

Picked up more N91 at 4775 — their ESG credentials are genuinely differentiated versus peers, and 1% gains don't move the needle when you're thinking three-year hold.

N91 down 2% to R4710 — is this a flush before the asset management tailwinds kick in, or are investors finally pricing in the reality of margin pressure? Someone convince me the rand weakness actually helps here.