Visible champions and invisible leaders
A research trip to China has reinforced that the energy transition and intelligent economy are accelerating – and investable
Why there’s a HALO over decarbonisation companies
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle.
Hidden GEMs: Oil shock may accelerate the shift to electrification—especially in emerging markets
Rising oil prices and energy security risks are reshaping the economics of electrification
Hidden GEMs: Why the oil shock could accelerate the energy transition
Oil shocks don’t just disrupt, they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by emerging markets.
Investing in an evolving energy transition
Emerging markets have become the new growth engine of the transition, with Chinese exports of clean technologies allowing countries to electrify and industrialise more cleanly and cheaply than ever before. Meanwhile in developed markets, AI and electrification are driving up power demand at a rate not seen in decades – fuelling demand for renewable energy and efficiency solutions across industries.
Power up for AI
AI is dramatically changing trends in electricity demand, creating exciting opportunities for equity investors.
Big Bill, small print: the real impact on investing in decarbonisation
Deirdre Cooper, Head of Sustainable Equity, explores the implications for investors in decarbonisation of President Trump's 'One Big Beautiful Bill' Act.
The energy transition is on – just not how we expected
The energy transition has not reversed, it is just taking a different path to the one we expected. Developed markets are going more slowly, but emerging markets are surprising dramatically to the upside.
Trump takes power: The outlook for global decarbonisation investing
As President Trump takes office for a second term, Deirdre Cooper, Head of Sustainable Equity, examines the ongoing challenges and opportunities facing clean-tech sector.
Opportunities at a low point in the sentiment cycle
Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of returns.
Investing in decarbonisation under Trump 2.0
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.
Powering the AI revolution: a superscale cleantech opportunity?
Artificial intelligence is forecast to drive a big increase in electricity demand. Deirdre Cooper, Head of Sustainable Equity, and Graeme Baker, Co-Portfolio Manager, Global Environment, discuss how as a consequence, the markets for clean energy and energy-efficiency solutions could become multiple times their current sizes.
Powering the AI revolution: a superscale clean-tech opportunity?
Artificial intelligence is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.
Notes from the road: What the US election means for investors in decarbonisation
The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportunity?
Volatility is creating opportunities
Environmental equities have been hit by a downturn in market sentiment. This is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. Deirdre Cooper and Graeme Baker assess the outlook for investors in decarbonisation.
Tackling the sustainable investment sentiment shift
Sentiment on sustainable investing and climate investing in particular has swung from peak positive to negative for a variety of reasons that include higher interest rates and anti-ESG sentiment. Deirdre Cooper explains the shift, outlines her stance and injects a good deal of contrarian optimism.
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.
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.
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.
Sustainable investing needs to evolve. Fast
The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need to be re-engineered. Three of Ninety One’s portfolio managers explain how.