It’s time for implementation at COP. Or, at least, that’s what we’re hoping for
Our Chief Sustainability Officer, Nazmeera Moola, anticipates COP28.
Global
Webinar replay
Future Leaders Forum: Demystifying the transition
Future Leaders Forum is back for 2023. For our first event, we cut through the noise around transition finance and provided the tools needed to be part of these crucial conversations.
5 May 2023
50 minutes
Latest on transition investing
Why a just energy transition requires an all-systems approach
A just energy transition is about more than decarbonisation. Using South Africa as a live example, this paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role investors can play in supporting them.
Emerging Markets Transition Debt: hidden strengths in overlooked places
As cracks emerge in the world’s largest private credit market, it’s a good moment to look closely at the private loans in our Emerging Markets Transition Debt (EMTD) portfolio. Using recent case studies, we show how these loans combine attractive yields with meaningful downside protection.
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.
How to build a real net-zero portfolio
By focusing allocations on financing real-world emissions reduction and using engagement to encourage net-zero alignment, investors can help to shift the economy toward a credible decarbonisation pathway, while optimising returns for clients and beneficiaries.
Emerging markets and the transition finance opportunity
Matt Christ and Karen Shackleton discuss the relevance of emerging markets for the global transition to net zero.
Five reasons to allocate to natural resources equities (it’s not just about inflation!)
We see five compelling reasons for investors to revisit natural resources equities.
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.
A new capex supercycle: driving powerful and transformative growth
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.
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.
The climate challenge is still daunting, but COP28 offered hope
John Green, Chief Commercial Officer and Annika Brouwer, Sustainability Specialist reflect on their time at COP28, the progress that’s been made and the highlights from a climate finance perspective.
A crisis of global integration
We are arguably living through a fourth systemic crisis. The end result will be a vastly different economy. Understanding the investment implications is what this iteration of our Road to 2030 research is about.
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.
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.
Planetary Pulse: Targeting effectiveness
Asset owners weigh risks and opportunities of investing for an inclusive energy transition.
The building blocks of the energy transition and the important role of institutional capital
Many allocators we speak to understand the 'why' but ask 'how' assets can be mobilised to support the energy transition in emerging markets, while also contributing to return targets.
Natural resources equities: the growth opportunity that markets are (still) missing
Tom Nelson and Ellie Clapton discuss the critical role natural resources business have to play in the energy transition and their significant structural growth potential.
It’s time for implementation at COP. Or, at least, that’s what we’re hoping for
Our Chief Sustainability Officer, Nazmeera Moola, anticipates COP28.
His Majesty King Charles III and President Biden reinforce the EM transition
On 10 July, Ninety One CEO Hendrik Du Toit was among a small group of executives who met His Majesty King Charles III and President Biden at Windsor Castle following the Climate Finance Mobilisation Forum.
Embracing the transition opportunity in emerging markets
The world needs $4 trillion a year to reach net zero by 2050, with 25 % of this needed by emerging markets. Nazmeera Moola, Chief Sustainability Officer and Daisy Streatfield, Sustainability Director, discuss how if we are to achieve a real-world transition, investors must finance new infrastructure and industries in emerging markets that will help the transition and provide capital for credible transition paths of today’s high emitters.
Using emissions data: seven key takeaways
How do professional investors and asset management firms use emissions data? And how does sustainability reporting need to evolve to meet the needs of today’s investors? Members of the Ninety One team shared their insights and experiences at a ‘CDP Signatory Day’ in May.
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