Why there’s a HALO over decarbonisation companies
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle. Ninety One takes a...
Ninety One 26th May 2026
Financial resilience: investing for positive change
Baillie Gifford explains why more accessible, affordable protection products could become a major growth theme.
Baillie Gifford 26th May 2026
Real estate: how can we reframe social value?
The question is no longer whether social value matters. The real question, says Aberdeen, is can it be delivered in a way that’s both meaningful and investable?
Aberdeen Investments 26th May 2026
China: investing in the world’s first electro-state
Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.
Ninety One 12th May 2026
Supply shocks and inflation strengthen the transition materials outlook
Over the long term, Fidelity believes the war in the Middle East is likely to strengthen the case for green energy and thus the materials that underpin the energy transition.
Fidelity International 12th May 2026
Hidden GEMs: why the oil shock could accelerate the energy transition
Oil shocks don’t just disrupt, says Ninety One – they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by...
Ninety One 28th Apr 2026
Green power, greater energy security
The Middle East looks likely to catalyse renewable adoption; meanwhile, the structural shift to renewables as an energy source is continuing. Fidelity portfolio manager Alexander Laing considers th...
Fidelity International 28th Apr 2026
Are charging points the key to reducing transport emissions?
Aberdeen Investments’ Karen Hill explains why charging-point infrastructure could unlock lower emissions.
Aberdeen Investments 28th Apr 2026
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