Natural capital

How to invest in transport’s electric revolution

With electric vehicle (EV) sales up over 40% last year, the speed of the green-transport revolution has kicked up several gears. Investors have a chance to tap into one of the big growth trends of our times. But as Graeme Baker explains, to capture the EV opportunity it may be wise to take the road less travelled.

A fair and inclusive pathway to net zero

Ninety One’s sustainability agenda, including its net-zero commitment, is driven by a commitment to achieving real-world change.

Culture as a driver of sustainable alpha

Using insight into workplace practices to identify investments with long-term potential.

How to keep trucking in a net zero world

Who is racing ahead in the EV transition? Passenger cars have got a head start, but trucks – responsible for 8% of global GHG emissions – are key drivers in the journey to net zero.

Turning one: celebrating the Inflation Reduction Act’s first birthday

The Inflation Reduction Act (IRA) turns one this August. As with any infant, we do not know precisely what it will accomplish. But we can already say that it has potential to spur massive investment in decarbonisation.

Another year: investing in decarbonisation

Ahead of the publication of Ninety One Global Environment’s fifth annual Impact Report, due out next month, we discuss developments in climate-solutions investing. The past 12 months were tumultuous, but there were plenty of reasons for investors in decarbonisation to be encouraged.

Why sustainability unlocks the EM opportunity

A sustainable approach is the best way for equity investors to capture the powerful structural growth trends in emerging markets, says Juliana Hansveden.

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.

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’.

Tailwinds strengthen for climate-solutions providers

A turbulent year has increased the opportunities for companies that are helping the world transition away from fossil fuels and use energy more efficiently.

Notes from the road: investing in climate solutions

The fund industry talks a lot about investing in climate-solutions providers. But who are these businesses? And what do they actually do? Join the Global Environment team’s analysts on in-person tours of three companies that, in very different ways, are contributing to decarbonisation – and that the team believes are well placed to ride the structural-growth trends arising from the energy transition.

A game-changing response to the challenge of climate change

The oddly named Inflation Reduction Act introduces a raft of far-reaching measures that will support the energy industry in the US for at least a decade to come. This has positive implications for investors.

Social capital

Social capital comprises the networks of people that enable a society to function. We analyse how a company impacts different groups of stakeholders, and the consequent potential effects on its growth and profits.

Human capital

Our human capital analysis focuses on the externalities generated by businesses that impact employees, drawing heavily on our methodology for evaluating corporate cultures.

Rise of the carbon-cutters: investing in climate-solution companies

The intensifying focus on tackling climate change is driving growth for a select group of businesses.

Stay strong

In a potentially turbulent UK, investors should prize resilient companies. Qualities to look for include pricing power, competitive advantages, smart capital-allocation and a focus on sustainability.

Buffers built to counter global challenges?

Challenges remain as we enter 2022, but prudent action already taken by central banks has left emerging markets well-prepared heading into the new year. Grant Webster and Archie Hart discuss further.

Notes from the road: Post-COVID China, a decarbonisation investor’s perspective

Life in China continues to be hampered by COVID, but a research trip highlights that some green-economy sectors are looking ahead to healthy sales in the new year.

Semiconductors as the next oil

A pronounced global chip shortage suggests that a large capex cycle is underway, but which aspects of the production chain look attractive?

11 minutes

Are Quality companies closer to net zero?

Quality and sustainability go hand in hand. Our panel demonstrates that investors focused on quality businesses have a tailwind in the move to net zero but are always thinking about how they can improve.

35 minutes

How to invest in transport’s electric revolution

With electric vehicle (EV) sales up over 40% last year, the speed of the green-transport revolution has kicked up several gears. Investors have a chance to tap into one of the big growth trends of our times. But as Graeme Baker explains, to capture the EV opportunity it may be wise to take the road less travelled.

A fair and inclusive pathway to net zero

Ninety One’s sustainability agenda, including its net-zero commitment, is driven by a commitment to achieving real-world change.

Culture as a driver of sustainable alpha

Using insight into workplace practices to identify investments with long-term potential.

How to keep trucking in a net zero world

Who is racing ahead in the EV transition? Passenger cars have got a head start, but trucks – responsible for 8% of global GHG emissions – are key drivers in the journey to net zero.

Turning one: celebrating the Inflation Reduction Act’s first birthday

The Inflation Reduction Act (IRA) turns one this August. As with any infant, we do not know precisely what it will accomplish. But we can already say that it has potential to spur massive investment in decarbonisation.

Another year: investing in decarbonisation

Ahead of the publication of Ninety One Global Environment’s fifth annual Impact Report, due out next month, we discuss developments in climate-solutions investing. The past 12 months were tumultuous, but there were plenty of reasons for investors in decarbonisation to be encouraged.

Why sustainability unlocks the EM opportunity

A sustainable approach is the best way for equity investors to capture the powerful structural growth trends in emerging markets, says Juliana Hansveden.

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.

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’.

Tailwinds strengthen for climate-solutions providers

A turbulent year has increased the opportunities for companies that are helping the world transition away from fossil fuels and use energy more efficiently.

Notes from the road: investing in climate solutions

The fund industry talks a lot about investing in climate-solutions providers. But who are these businesses? And what do they actually do? Join the Global Environment team’s analysts on in-person tours of three companies that, in very different ways, are contributing to decarbonisation – and that the team believes are well placed to ride the structural-growth trends arising from the energy transition.

A game-changing response to the challenge of climate change

The oddly named Inflation Reduction Act introduces a raft of far-reaching measures that will support the energy industry in the US for at least a decade to come. This has positive implications for investors.

Social capital

Social capital comprises the networks of people that enable a society to function. We analyse how a company impacts different groups of stakeholders, and the consequent potential effects on its growth and profits.

Human capital

Our human capital analysis focuses on the externalities generated by businesses that impact employees, drawing heavily on our methodology for evaluating corporate cultures.

Rise of the carbon-cutters: investing in climate-solution companies

The intensifying focus on tackling climate change is driving growth for a select group of businesses.

Stay strong

In a potentially turbulent UK, investors should prize resilient companies. Qualities to look for include pricing power, competitive advantages, smart capital-allocation and a focus on sustainability.

Buffers built to counter global challenges?

Challenges remain as we enter 2022, but prudent action already taken by central banks has left emerging markets well-prepared heading into the new year. Grant Webster and Archie Hart discuss further.

Notes from the road: Post-COVID China, a decarbonisation investor’s perspective

Life in China continues to be hampered by COVID, but a research trip highlights that some green-economy sectors are looking ahead to healthy sales in the new year.

Semiconductors as the next oil

A pronounced global chip shortage suggests that a large capex cycle is underway, but which aspects of the production chain look attractive?

11 minutes

Are Quality companies closer to net zero?

Quality and sustainability go hand in hand. Our panel demonstrates that investors focused on quality businesses have a tailwind in the move to net zero but are always thinking about how they can improve.

35 minutes

How to invest in transport’s electric revolution

With electric vehicle (EV) sales up over 40% last year, the speed of the green-transport revolution has kicked up several gears. Investors have a chance to tap into one of the big growth trends of our times. But as Graeme Baker explains, to capture the EV opportunity it may be wise to take the road less travelled.

A fair and inclusive pathway to net zero

Ninety One’s sustainability agenda, including its net-zero commitment, is driven by a commitment to achieving real-world change.

Culture as a driver of sustainable alpha

Using insight into workplace practices to identify investments with long-term potential.

How to keep trucking in a net zero world

Who is racing ahead in the EV transition? Passenger cars have got a head start, but trucks – responsible for 8% of global GHG emissions – are key drivers in the journey to net zero.

Stephanie Niven

Sam Anthony

Stephanie Niven

Portfolio Manager

Sam Anthony

Analyst

The fast view

Sustainable investing - latest insights

Turning one: celebrating the Inflation Reduction Act’s first birthday

Another year: investing in decarbonisation

Why sustainability unlocks the EM opportunity

Transition talks: real world transition stories

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