Climate & Nature Sovereign Index

Embrace the contrarian opportunity

Sustainable investing has had a difficult year. Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies. The near-term economic outlook may be uncertain, but companies enabling financial and digital inclusion should have a long growth runway ahead.

A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets. This translates into a growing opportunity set for investors.

Investing for tomorrow: Africa’s natural environment and what’s at stake

Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.

26 minutes

Making nature count: an investor’s perspective

The way that companies impact nature is becoming increasingly recognised as an investment risk and opportunity. Portfolio Manager Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

13 minutes

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.

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

11 minutes

Tackling health, climate, and inequality

What do mouthwash, clean stoves, and parametric insurance all have in common?

22 minutes

Net-zero investing: searching for returns and real-world change

Shifting from reducing financed emissions to financing reduced emissions. Using practical examples, this paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and beneficiaries.

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.

Addressing digital inclusion challenges

In this episode, Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion.

22 minutes

The power of debt to catalyse change

Portfolio Manager, Matt Christ, shares an example of how financing projects in emerging markets can contribute to meaningful, real-world impact.

Medicine for change

In this episode we examine important healthcare topics including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

10 minutes

Net Zero Sovereign Index: annual insights, 2023

For the first time since the launch of our Net Zero Sovereign Index, the top 10 countries are all emerging markets.

3 minutes

Making a transition difference bottom-up

Nazmeera Moola and Thabo Khojane sit down to discuss a pioneering solution in South Africa to green the power provided to our offices in Cape Town, meaningfully bolstering our efforts to be more sustainable.

8 minutes

Making an impact

Alpha Sources in impact investment

20 minutes

Finance’s evolving role in achieving net zero

The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Volatility is creating opportunities

Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.

Embrace the contrarian opportunity

Sustainable investing has had a difficult year. Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies. The near-term economic outlook may be uncertain, but companies enabling financial and digital inclusion should have a long growth runway ahead.

A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets. This translates into a growing opportunity set for investors.

Investing for tomorrow: Africa’s natural environment and what’s at stake

Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.

26 minutes

Making nature count: an investor’s perspective

The way that companies impact nature is becoming increasingly recognised as an investment risk and opportunity. Portfolio Manager Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

13 minutes

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.

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

11 minutes

Tackling health, climate, and inequality

What do mouthwash, clean stoves, and parametric insurance all have in common?

22 minutes

Net-zero investing: searching for returns and real-world change

Shifting from reducing financed emissions to financing reduced emissions. Using practical examples, this paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and beneficiaries.

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.

Addressing digital inclusion challenges

In this episode, Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion.

22 minutes

The power of debt to catalyse change

Portfolio Manager, Matt Christ, shares an example of how financing projects in emerging markets can contribute to meaningful, real-world impact.

Medicine for change

In this episode we examine important healthcare topics including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

10 minutes

Net Zero Sovereign Index: annual insights, 2023

For the first time since the launch of our Net Zero Sovereign Index, the top 10 countries are all emerging markets.

3 minutes

Making a transition difference bottom-up

Nazmeera Moola and Thabo Khojane sit down to discuss a pioneering solution in South Africa to green the power provided to our offices in Cape Town, meaningfully bolstering our efforts to be more sustainable.

8 minutes

Making an impact

Alpha Sources in impact investment

20 minutes

Finance’s evolving role in achieving net zero

The Paris Agreement of 2015 inspired widespread action to reduce forecasts of future warming. Arguably, this is not enough. Ninety One’s Chief Sustainability Officer, Nazmeera Moola, discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Volatility is creating opportunities

Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.

Embrace the contrarian opportunity

Sustainable investing has had a difficult year. Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies. The near-term economic outlook may be uncertain, but companies enabling financial and digital inclusion should have a long growth runway ahead.

A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets. This translates into a growing opportunity set for investors.

Investing for tomorrow: Africa’s natural environment and what’s at stake

Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.

26 minutes

Climate & Nature Sovereign Index

Peter Eerdmans

WWF-UK

The Climate and Nature Sovereign Index is an important first step in harnessing the potential of sovereign debt investing to help our planet’s transition towards sustainability

Authored by

Peter Eerdmans

Portfolio Manager

WWF-UK

Ninety One & WWF-UK - latest insights

Net zero: No one left behind

Sustainability & satellites

Sustainable investing - latest insights

Making nature count: an investor’s perspective

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

Climate adaptation for the next generation

Tackling health, climate, and inequality