In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for investors aiming to tap into it.
To combat climate change, reduce carbon emissions and transform to a low carbon economy, the world need to invest $US2.4 trillion p.a.1
We invest in companies leading this 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.