Ninety One

At the 2024 #G20 Summit in Rio de Janeiro, Janet Yellen, Secretary of the U.S. Department of the Treasury, alongside South African Finance Minister Enoch Godongwana praised continued progress being made by members of the Investor Leadership Network and the Bellagio Private Capital Mobilization Consortium toward its goals of increasing investment flows of institutional capital into #emergingmarkets. The announcement demonstrates progress made toward Ninety One’s Emerging Markets Transition Debt (EMTD) initiative. Under this initiative, investors have committed to invest $400 million into the energy transition in emerging markets, with a focus on investments in three areas: clean infrastructure, clean technology, and decarbonisation. Founder and Chief Executive Hendrik du Toit: "We are grateful to Secretary Yellen for her support as well as the investors who have anchored the strategy.  Momentum is building for the emerging market energy transition, and while there are real risks that need to be addressed in these markets, the perception of risk is much higher than realised risks historically. The EMTD initiative is a mechanism to both allocate capital to the emerging market energy transition and to catalyse further such investment. This is a crucial opportunity to have significant real-world impact for both #climate and development goals. A successful global energy transition is not possible without a successful emerging markets transition.” Newsroom: https://nty.one/3WieAoK Emerging Market Transition Debt Initiative: https://nty.one/4djO7hA Caisse de dépôt et placement du Québec (CDPQ) OMERS Wiltshire Pension Fund Legal & General Investment Management (LGIM) The Rockefeller Foundation #transitionfinance #USTreasury #JanetYellen #decarbonisation #energytransition #debt #fixedincome Amy Hepburn Nazmeera Moola Eduardo Farhat

Congratulations to our very own Richard Garland for being recognised as one of the top regional wholesalers that work throughout US offshore and Latin America, in the Citywire Americas Distribution Awards. Richard, your passion, and energy for what you do is an inspiration to many. Long may it continue!

Ninety One is among the financial firms in the UK partnering with RedSTART Educate. This charity helps children become financially literate, with a research study, ‘Change the Game’, to assess the link between primary school-age financial education and social mobility.   We hosted a day filled with games and tasks aimed at improving financial literacy, with our colleagues offering their time and expertise to make it an unforgettable experience for the children. To find out more about the work that RedSTART do, please visit their website: https://lnkd.in/gAHRN8D Robert Gardner Sarah Marks

Dubbed the "Year of the Ballot," most emerging market elections have now been held, notably in South Africa, India, and Mexico. Given that elections often move markets, Ninety One emerging market specialists, Malcolm Charles and Nicolas Jaquier take stock to assess their impact. For more on the Year of the Ballot visit: https://nty.one/3VcDkQ9 #elections #marketoutlook #emergingmarkets #investing #investment Investment involves risk; losses may be made. For professional investors only.

A solid second quarter highlights how expensive some of the more traditional credit markets are becoming. Yet the allure of more specialist parts of the market remains strong, according to Portfolio Manager Darpan Harar, CFA Insights: https://nty.one/4fgd5Qs Newsroom: https://nty.one/3Wy08Ks #fixedincome #credit #investmentgrade #highyield #bonds

It was a privilege to welcome a talented and engaging group of young women to our New York office in collaboration with 100 Women In Finance for a discussion with a distinguished panel of industry leaders that left us all inspired and energized. We believe diversity is a collective obligation and business imperative. Partnering with others that share this commitment is a powerful element of making real change in our industry.

Iain Cunningham, CFA, Head of Multi-Asset Growth, discusses why structural trends, growing US fiscal risk and the increasing prospect of #Trump 2.0 could provide tailwinds for the price of #gold in the coming years. Insights: https://nty.one/3S8yAsx Newsroom: https://nty.one/464dcdK #fixedincome #USelection #interestrates #goldprice

Paul Gooden has joined Ninety One’s Natural Resources team. With nearly 30 years industry experience, Paul brings with him a tremendous depth and breadth of expertise, an outstanding track record and an extensive understanding of natural resources, most especially the energy sector. https://nty.one/4d0YiHz #naturalresources #energysector #energy #oilandgas

📉 More than half of institutional investors worry net-zero goals could lower returns*. And while net-zero targets point downwards, real-world emissions are rising. There is not a lack of intent from many investors. But insufficient impact is down to the ways many allocators and investors are setting about their climate strategies. Using practical examples across portfolio allocations, Sustainability Director, Daisy Streatfeild explains how each part of the portfolio can generate returns and contribute to net-zero in different ways using metrics and targets that better align with real-world impact.   🔗 https://nty.one/4cvtb7i   #netzero #sustainableinvesting #investing Investment involves risk; losses may be made. For professional investors. *Data from Ninety One’s Planetary Pulse research conducted in 2023.

Stephanie Niven speaks to Paul Ronalds, CEO of Save the Children Global Ventures about innovative ways of engaging the private sector to make a difference in areas such as health tech innovation, climate adaption insurance and decarbonising cooking facilities in our latest episode of Sustainability with Substance. 📽 Watch the full discussion: https://nty.one/4aqskmv   #91SustainabilitywithSubstance #healthcare #healthtech #investing #investment   Investment involves risk; losses may be made. For professional investors.