There are 32 item(s) tagged with the keyword "Ninety One".
Displaying: 11 - 20 of 32
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
Deirdre Cooper – Co-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?
Displaying: 11 - 20 of 32