In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for inv...
To combat climate change and reduce carbon emissions, the world needs to transform. We invest in companies leading that transformation.
Access an area of structural growth:
Rebalance climate risk within other parts of your portfolio
Make an impact:
The Global Environment team has the specialist skill sets needed to invest in decarbonisation, specifically: direct experience of managing decarbonisation-focused strategies; and deep knowledge of the economic and investment implications of the energy transition.
The team draws on the expertise of the wider Thematic Equity team within Multi-Asset at Ninety One, who have a specialist knowledge of the supply/demand dynamics of metals and mining — including many of the key elements that go into renewable technologies. ESG factors are fully integrated into their investment process.