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.
Deirdre Cooper – Co-Portfolio Manager
John Stopford -Portfolio Manager
Anna Farmbrough and Simon Brazier - Co-Portfolio Managers
To mark 10 years of the Diversified Income Fund, portfolio managers John Stopford and Jason Borbora-Sheen sat down in the studio to reflect on their journey.
In our second episode of our on-going series, From the Multi-Asset Desk, Ellie Clapton, Portfolio Specialist and Jason Borbora-Sheen, Portfolio Manager, discuss some of the hot topics in the Multi-Asset team at Ninety One. With a recent flattening followed by a subsequent re-steepening of the yield curve, what are the consequences for asset returns and the potential risk of a recession?
In the first of our on-going series, Ellie Clapton and Jason Borbora-Sheen discuss the potential for central banks to surprise investors in the short term, what impact inflation might have on markets and other hot topics being looked at by the analysts in the Multi-Asset team.