Rewiring the economy for a net-zero world – Ninety One Global Environment Fund
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Learning: Unstructured
The transition to an electrified and more energy-efficient world demands a new set of products and industry know-how. Simply put, getting to net zero will require us to rewire the global economy. For select companies, it is a once-in-a-generation commercial opportunity.
In this video, Ninety One’s Global Environment team explores investing in decarbonisation. The team focuses on Schneider Electric, a company that has focused its business model on providing solutions for a low-carbon, electrified, digitised and decentralised-power planet.
Ninety One Global Environment Fund
Investors have begun allocating to decarbonisation opportunities in recent years, but these allocations are typically small and held within sustainability-focused portfolios
However, Ninety One Global Environment Fund Portfolio Manager’s Deirdre Cooper and Graeme Baker believe a decarbonisation allocation – if implemented via a selective, high-conviction approach – can complement a core global equity portfolio, bringing diversification benefits and offering the potential for attractive returns and real-world impact.
