Ninety One

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There are 28 item(s) tagged with the keyword "Ninety One".

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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.

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Fixed income isn't necessarily the best way to deliver bond-like outcomes

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.

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Tailwinds strengthen for climate-solutions providers

Hear Graeme and Deirdre discuss the outlook for investing in climate-solutions companies.

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Thinking beyond bonds: from the multi-asset income desk

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.

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Diversified Income explained

 

Diversified Income explained

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Global Environment explained
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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.

Tags: Ninety One, Sustainable investing
Another year: investing 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.

Tags: Ninety One, Decarbonisation, Global Environment
Global Environment Impact Report

The annual Global Environment Impact Report provides a deep dive into each holding in the Global Environment portfolio through a focused sustainability lens.

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Q4 2022 Fund updates - Diversified Income Fund

John Stopford -Portfolio Manager

Tags: Ninety One, video

Displaying: 1 - 10 of 28