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Bloomberg

Ninety One’s Borbora-Sheen Is Betting Bond Markets Warm to Warsh

Friday, August 14, 2026


A portfolio manager at Ninety One Plc has taken positions in the Treasuries market based on expectations that lower price pressures will support Federal Reserve Chairman Kevin Warsh's inflation management approach.

Original reporting: https://www.bloomberg.com/news/articles/2026-08-14/ninety-one-s-borbora-sheen-is-betting-bond-markets-warm-to-warsh

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