Powering the transition: lessons from Spain’s grid disruption
Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal, and what they reveal about the state of Europe’s energy infrastr...
Ninety One 18th Jun 2025
Get structural: re-examining decarbonisation growth trends
Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation.
Ninety One 26th Oct 2023
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