Future Leaders Forum: Demystifying the transition

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.

Transition talks: real world transition stories

In this interview, we speak to Bridget Beals, Head of Climate Risk & Strategy at KPMG who talks to us about the engagements she’s having with companies across public and private markets and the transition plans she’s seeing from these companies.

In conversation: A disorderly transition

To get to net-zero we have to finance the high emitting sectors and regions from a state of high carbon to a state of low carbon. The path to getting there is not simple or clear. Head of Thematic Equity Tom Nelson and Sustainability Specialist Annika Brouwer discuss the disorderly transition that is underway.

A disorderly transition

Evidence suggests the transition to a low-carbon economy will be disorderly. By allocating to ‘transition assets’, investors can mitigate some of the disorder, while potentially generating positive outcomes for their portfolios. This paper makes the case for transition investing, and explains how to identify a true ‘transition asset’.

Five reasons natural resources equities could fuel your portfolio

We see five compelling reasons for investors to revisit natural resources equities.

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.

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.

Transition talks: real world transition stories

In this interview, we speak to Bridget Beals, Head of Climate Risk & Strategy at KPMG who talks to us about the engagements she’s having with companies across public and private markets and the transition plans she’s seeing from these companies.

In conversation: A disorderly transition

To get to net-zero we have to finance the high emitting sectors and regions from a state of high carbon to a state of low carbon. The path to getting there is not simple or clear. Head of Thematic Equity Tom Nelson and Sustainability Specialist Annika Brouwer discuss the disorderly transition that is underway.

A disorderly transition

Evidence suggests the transition to a low-carbon economy will be disorderly. By allocating to ‘transition assets’, investors can mitigate some of the disorder, while potentially generating positive outcomes for their portfolios. This paper makes the case for transition investing, and explains how to identify a true ‘transition asset’.

Five reasons natural resources equities could fuel your portfolio

We see five compelling reasons for investors to revisit natural resources equities.

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.

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.

Transition talks: real world transition stories

In this interview, we speak to Bridget Beals, Head of Climate Risk & Strategy at KPMG who talks to us about the engagements she’s having with companies across public and private markets and the transition plans she’s seeing from these companies.

In conversation: A disorderly transition

To get to net-zero we have to finance the high emitting sectors and regions from a state of high carbon to a state of low carbon. The path to getting there is not simple or clear. Head of Thematic Equity Tom Nelson and Sustainability Specialist Annika Brouwer discuss the disorderly transition that is underway.

A disorderly transition

Evidence suggests the transition to a low-carbon economy will be disorderly. By allocating to ‘transition assets’, investors can mitigate some of the disorder, while potentially generating positive outcomes for their portfolios. This paper makes the case for transition investing, and explains how to identify a true ‘transition asset’.

Future Leaders Forum: Demystifying the transition

Latest on transition investing

Five reasons natural resources equities could fuel your portfolio

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

A new capex supercycle: driving powerful and transformative growth

The power of debt to catalyse change

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