In a growth-challenged world, decarbonisation remains a powerful structural growth trend. COVID-19 has created opportunities and challenges for inv...
Jul 1, 2021
As governments and corporations accelerate their net-zero plans, the need to assess investments through the lenses of climate change and climate action has intensified in recent months.
South Africa – an emerging market with one of the world’s most carbon-intense energy systems – presents a fascinating case study for investors of the risks and opportunities as the world attempts to transition to carbon neutrality.
In this podcast, John Green, Chief Commercial Officer at Ninety One, discusses why continuing to rely on fossil fuels could severely damage South Africa’s ability to trade with the rest of the world. But as he also argues, a successful net-zero transition could re-energise the Rainbow Nation’s entire economy.