05/20/2022

Sustainable investing needs to evolve. Fast

The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need to be re-engineered. Three of Ninety One’s portfolio managers explain how.

05/20/2022

Is There Alpha in ESG Data for Sovereign Debt?

We have not been able to find systematic alpha in ESG data for sovereigns so far. However, for a discretionary fund manager, ESG data analysis is a potential rich area for idiosyncratic alpha.

05/16/2022

Six fund managers on the green opportunity

With energy transition companies hit by recent market volatility, several sector specialists believe the turbulence has created an attractive entry point for investors.

05/12/2022

Leading sustainable finance – the race to net zero

Challenging the overly simplistic approach of focussing solely on a company’s carbon emissions when analysing ‘green’ portfolios, he introduced the idea that it is precisely where emissions are highest that most investment will be needed