US Treasury Secretary Janet Yellen expressed her support for Ninety One's Emerging Markets Transition Debt (EMTD) initiative.
The term ‘transition investing’ describes allocations that finance progress towards net zero. It covers investments in industries and infrastructure that are helping the energy transition, as well as targeting high-emitting sectors that require substantial financing to implement their climate strategies. Critical to transition investing is having a credible way to determine which companies can effectively transition.
Investing in the transition can take the form of equity or debt, as well as project financing.
Investments in environmental solutions companies engaged in the powerful multi-year decarbonisation structural growth opportunity.
Examples include:
Carbon data is backward looking and needs a better measure at a sovereign level explains Portfolio Manager Nicolas Jaquier. In an interview with Sustainability Director, Daisy Streatfeild, he outlines the unique challenges he and the team face when measuring and assessing the net-zero impact of countries and how to align portfolios to this goal.
Find out how Ninety One is incorporating ‘transition’ into its investment research and analysis
Read the paper Ninety One’s net-zero strategy
For more information on dedicated transition investing, contact your local team to meet our transition experts