There are 28 item(s) tagged with the keyword "Ninety One".
Displaying: 1 - 10 of 28
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.
The Credit Suisse crisis has called into question the defensive qualities of fixed income holdings. Traditionally, bonds are seen as ‘safe’ and equities as ‘risky’, but John Stopford argues this rather simplistic view of the world ignores the quality and breadth of securities which make up a company’s capital structure.
Hear Graeme and Deirdre discuss the outlook for investing in climate-solutions companies.
The poor performance of government securities in 2022 and the write-down of Credit Suisse’s AT1 bonds should lead investors to question the defensive qualities of their fixed income holdings. Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton are back on the desk to discuss why they think investors need to think beyond bonds for a fixed income-like return.
Diversified Income explained
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.
The past 12 months were tumultuous, but there were plenty of reasons for investors in decarbonisation to be encouraged. Here, we highlight some of the key findings from the Impact Report – with a focus on the structuralgrowth opportunities that we expect to drive returns for companies in the decarbonisation investment universe in the year ahead and beyond.
The annual Global Environment Impact Report provides a deep dive into each holding in the Global Environment portfolio through a focused sustainability lens.
John Stopford -Portfolio Manager
Displaying: 1 - 10 of 28