Big Bill, small print: the real impact on investing in decarbonisation

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.

Hidden GEMs: Capturing structural growth opportunities in LATAM

MercadoLibre’s success in capturing the digital inclusion structural growth opportunity in Latin America makes it a hidden gem according to Emerging Markets Sustainable Equities Portfolio Manager Juliana Hansveden and Analyst Eduardo Gomes.

Notes from the road: What the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportunity?

Notes from the road: What hyper-competition means for China clean-tech

Analyst Yunli Liu returns to his home country to see for himself what business conditions are like and try to separate sentiment from fundamentals.

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Investing in an evolving energy transition

Emerging markets have become the new growth engine of the transition, with Chinese exports of clean technologies allowing countries to electrify and industrialise more cleanly and cheaply than ever before. Meanwhile in developed markets, AI and electrification are driving up power demand at a rate not seen in decades – fuelling demand for renewable energy and efficiency solutions across industries.

The great rebalancing

A new cycle reshaping global equity leadership.

Power up for AI

AI is dramatically changing trends in electricity demand, creating exciting opportunities for equity investors.

5 minutes

The shrinking upside in the dollar story

Our research offers three reasons why the dollar’s upside is limited, while the balance of risks increasingly point lower.

The energy transition is on – just not how we expected

The energy transition has not reversed, it is just taking a different path to the one we expected. Developed markets are going more slowly, but emerging markets are surprising dramatically to the upside.

The unstoppable dollar meets the immovable Mr Trump

Dollar cycles are longer than others because four self-reinforcing forces create inertia. They rarely reverse unless all four turn at once. Trump-era policies, fiscal strain and shifting global capital could trigger such a convergence.

Beyond the one-way trade

For years, capital has gravitated to the US.  A one-way trade powered by tech dominance and economic heft. But as the world tilts on its axis, the next cycle is unlikely to resemble the last, and the investment map is beginning to redraw itself.

Powering the transition: lessons from Spain’s grid disruption

Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal and what they reveal about the state of Europe’s energy infrastructure.

10 minutes

Insurance reimagined: an emerging sustainable investment opportunity

As extreme weather events grow more frequent, insurance is emerging as a new sustainable investment opportunity. The large insurance-protection gap is giving innovative insurers a chance to reimagine their offering and capture market share.

8 minutes

Emerging markets today: from macro beta to micro alpha

Emerging Markets (EM) are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM equities offer compelling opportunities despite ongoing risks.

How adversity is inspiring innovation in Brazil

High interest rates and uncertainty have created a challenging backdrop for Brazilian companies. But some businesses are using adversity to catalyse innovation.

Opportunities at a low point in the sentiment cycle

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.

Unblocking Indonesia’s logistics logjam

The high cost of shipping materials and goods around Indonesia – a country comprising more than 17,000 islands – is putting a brake on the development of the e-commerce sector. The largest Indonesian e-commerce player is innovating to break the logistics logjam, and in doing so extend its market leadership.

China: Recovery or relapse

China’s equity performance over the past three years has left investors disappointed. However, with the rollout of its most substantial stimulus package in years, it raises the question: should investors reassess their stance on China?

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Deirdre Cooper considers what lies ahead for investors in global decarbonisation.

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.

Hidden GEMs: Capturing structural growth opportunities in LATAM

MercadoLibre’s success in capturing the digital inclusion structural growth opportunity in Latin America makes it a hidden gem according to Emerging Markets Sustainable Equities Portfolio Manager Juliana Hansveden and Analyst Eduardo Gomes.

Notes from the road: What the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportunity?

Notes from the road: What hyper-competition means for China clean-tech

Analyst Yunli Liu returns to his home country to see for himself what business conditions are like and try to separate sentiment from fundamentals.

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Investing in an evolving energy transition

Emerging markets have become the new growth engine of the transition, with Chinese exports of clean technologies allowing countries to electrify and industrialise more cleanly and cheaply than ever before. Meanwhile in developed markets, AI and electrification are driving up power demand at a rate not seen in decades – fuelling demand for renewable energy and efficiency solutions across industries.

The great rebalancing

A new cycle reshaping global equity leadership.

Power up for AI

AI is dramatically changing trends in electricity demand, creating exciting opportunities for equity investors.

5 minutes

The shrinking upside in the dollar story

Our research offers three reasons why the dollar’s upside is limited, while the balance of risks increasingly point lower.

The energy transition is on – just not how we expected

The energy transition has not reversed, it is just taking a different path to the one we expected. Developed markets are going more slowly, but emerging markets are surprising dramatically to the upside.

The unstoppable dollar meets the immovable Mr Trump

Dollar cycles are longer than others because four self-reinforcing forces create inertia. They rarely reverse unless all four turn at once. Trump-era policies, fiscal strain and shifting global capital could trigger such a convergence.

Beyond the one-way trade

For years, capital has gravitated to the US.  A one-way trade powered by tech dominance and economic heft. But as the world tilts on its axis, the next cycle is unlikely to resemble the last, and the investment map is beginning to redraw itself.

Powering the transition: lessons from Spain’s grid disruption

Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal and what they reveal about the state of Europe’s energy infrastructure.

10 minutes

Insurance reimagined: an emerging sustainable investment opportunity

As extreme weather events grow more frequent, insurance is emerging as a new sustainable investment opportunity. The large insurance-protection gap is giving innovative insurers a chance to reimagine their offering and capture market share.

8 minutes

Emerging markets today: from macro beta to micro alpha

Emerging Markets (EM) are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM equities offer compelling opportunities despite ongoing risks.

How adversity is inspiring innovation in Brazil

High interest rates and uncertainty have created a challenging backdrop for Brazilian companies. But some businesses are using adversity to catalyse innovation.

Opportunities at a low point in the sentiment cycle

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.

Unblocking Indonesia’s logistics logjam

The high cost of shipping materials and goods around Indonesia – a country comprising more than 17,000 islands – is putting a brake on the development of the e-commerce sector. The largest Indonesian e-commerce player is innovating to break the logistics logjam, and in doing so extend its market leadership.

China: Recovery or relapse

China’s equity performance over the past three years has left investors disappointed. However, with the rollout of its most substantial stimulus package in years, it raises the question: should investors reassess their stance on China?

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Deirdre Cooper considers what lies ahead for investors in global decarbonisation.

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.

Hidden GEMs: Capturing structural growth opportunities in LATAM

MercadoLibre’s success in capturing the digital inclusion structural growth opportunity in Latin America makes it a hidden gem according to Emerging Markets Sustainable Equities Portfolio Manager Juliana Hansveden and Analyst Eduardo Gomes.

Notes from the road: What the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportunity?

Notes from the road: What hyper-competition means for China clean-tech

Analyst Yunli Liu returns to his home country to see for himself what business conditions are like and try to separate sentiment from fundamentals.

Big Bill, small print: the real impact on investing in decarbonisation

Deirdre Cooper, Head of Sustainable Equity, explores the implications for investors in decarbonisation of President Trump's 'One Big Beautiful Bill' Act.

Sam Segameglio

Deirdre Cooper

Authored by

Sam Segameglio

Portfolio Specialist

Deirdre Cooper

Portfolio Manager

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China: investing in the world’s first electro-state

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