12 Dec 2023
24 minutes
John Green, Chief Commercial Officer at Ninety One
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.
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.
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.
Matt Christ and Karen Shackleton discuss the relevance of emerging markets for the global transition to net zero.
We see five compelling reasons for investors to revisit natural resources equities.
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.
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.
Portfolio Manager, Matt Christ, shares an example of how financing projects in emerging markets can contribute to meaningful, real-world impact.
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.
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.
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.
Asset owners weigh risks and opportunities of investing for an inclusive energy transition.
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.
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.
Our Chief Sustainability Officer, Nazmeera Moola, anticipates COP28.
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.
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.
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.
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.
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.
Market and portfolio insights, webinars & events curated from across our investment teams to help you steer through changing investment landscapes.
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