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2010s ‘a lost opportunity’ for renewables, but a new era looms

The free money era in which the transition to renewable energy could have been dirt cheap is over. But after Russia’s invasion of Ukraine, the world has a golden opportunity to get the job done.

Lachlan Maddock | 13th Jan 2023 | More
Show us the money on climate investing: asset owners

A significant chunk of asset owners are certain that climate investing means lower returns. After a year like 2022, it might be tough to convince them otherwise.

Lachlan Maddock | 21st Oct 2022 | More
Real-world view benefits investors

Looking at the real-world consequences of ESG investments should boost risk-adjusted returns and avoid greenwashing. “Get to the nuts and bolts of the investment,” John Green advises super funds.

Greg Bright | 19th Sep 2022 | More
  • Just quietly… China becomes a tactical play too

    Institutional funds and their managers tend not to talk about tactical bets, at least not in public. It’s a long-term game after all. But there are times when short-term opportunities can also match long-term strategies. Take China, for instance.

    Greg Bright | 13th Jul 2022 | More
    Three questions top of mind for EM debt investors

    Ninety One is relatively cautious on emerging markets from a top-down perspective, preferring bottom-up selection in a complex global environment, which we see as having distinct winners and losers.

    Investor Strategy News | 1st Jul 2022 | More
    Russia a ‘sideshow’ in main EM game

    Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…

    Greg Bright | 20th Apr 2022 | More
  • Tuning out the hard assets mantra

    The “hard asset mantra” is rising to a fever pitch in an inflationary environment, but investors should be “skeptical of historical analogies.” Inflation over the coming decade is expected to be closer to the experience of the 2000s than the 2010s, ending a paradigm that has underpinned an “unusually long bull market for stocks” and…

    Staff Writer | 17th Mar 2022 | More
    Year of the Tiger brings new China opportunities

    Some “Tiger-ish confidence” is warranted for China investors as regulatory upheaval eases and authorities target economic growth and stability. “After roaring back from the initial COVID outbreak, the Chinese economy has been through a more difficult spell,” writes Ninety One in its latest China report, titled “Tiger, Tiger: What investors can expect in the Chinese…

    Lachlan Maddock | 28th Jan 2022 | More
  • Big picture worry over investor low-carbon aims

    With COP26 a turning point in net-zero thinking, at least for investors and managers, Ninety One has expressed concern over insufficient focus on ‘real world decarbonisation’. The global multi-asset and specialist manager is presenting its 2022 investment outlooks presentation, ‘The Challenges of Normalisation’, this week (from December 6). In it, Hendrik du Toit, Ninety One’s…

    Staff Writer | 3rd Dec 2021 | More
    Investors forge ahead with climate strategies

    One clear message from this month’s COP26 climate meeting is that big investors – especially Australian investors – will not be waiting for politicians to lead the way with a response to the crisis. Institutional investors are now “moving to the point of implementation” of their sustainability strategies, according to global manager Ninety One, with…

    Staff Writer | 26th Nov 2021 | More