Ninety One Limited

NY1 down 1.28% today but the asset management narrative remains compelling if they can stabilize flows and demonstrate that their ESG-focused boutiques are capturing the thematic tailwinds in global markets. Long-term, the real test is whether fee compression eases and if they ca

NY1 creeping up 0.75% to R4810 today. Asset manager's had a rough patch but these micro-gains suggest the market's not entirely convinced yet. Need to see actual inflows before getting excited.