Decarbonisation: the transition has barely begun

The planet has a long way to go to get to net zero, which means the big growth opportunity still lies ahead of companies that are enabling decarbonisation. Co-portfolio manager Graeme Baker provides an update on investing in the clean-energy transition. He also shares insights from the Ninety One Global Environment team’s latest research, including into the low-carbon future of food.

27 Jul 2021

8 minutes

Graeme Baker

General risks

All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results.

Graeme Baker
Portfolio Manager

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