Medicine for change

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

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.

Power up for AI

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

5 minutes

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.

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.

Trump unleashes trade policy, shakes markets, adapts the rules, sets a course

Trump’s sweeping trade reset marks the largest US tariff escalation in nearly a century. Ninety One’s Investment Institute unpacks the policy shift, outlines scenario-based outcomes, and explores what it means for markets.

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.

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.

Tackling tariff risks

With US trade tariff-related uncertainty now top-of-mind for investors, Thys Louw and Aurelie Martin present our proprietary framework for assessing sovereign vulnerability, and explain how tariff-related market volatility could present investment opportunities.

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.

Sovereign sustainability snapshot: Colombia

Colombia is a pioneer in the sustainable bond market, and its progress on nature and biodiversity is encouraging. But broader sustainability performance is mixed, explains Nicolas Jaquier.

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.

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

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

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.

Power up for AI

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

5 minutes

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.

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.

Trump unleashes trade policy, shakes markets, adapts the rules, sets a course

Trump’s sweeping trade reset marks the largest US tariff escalation in nearly a century. Ninety One’s Investment Institute unpacks the policy shift, outlines scenario-based outcomes, and explores what it means for markets.

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.

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.

Tackling tariff risks

With US trade tariff-related uncertainty now top-of-mind for investors, Thys Louw and Aurelie Martin present our proprietary framework for assessing sovereign vulnerability, and explain how tariff-related market volatility could present investment opportunities.

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.

Sovereign sustainability snapshot: Colombia

Colombia is a pioneer in the sustainable bond market, and its progress on nature and biodiversity is encouraging. But broader sustainability performance is mixed, explains Nicolas Jaquier.

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.

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

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

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.

Sustainable investing - latest insights

Investing in an evolving energy transition

Power up for AI

The energy transition is on – just not how we expected

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

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