Ninety One

Investment Management
An investor's definition of a 'great' company
The value of a business is the amount of money it will create for its owners over its lifetime, but working out what that figure is beforehand is complicated.
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Investment Management
What is the most robust way to value companies?
While the price to earnings (P/E) ratio is a popular and commonly used metric in equity valuation, a healthy dose of caution is required.
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Investment Management
The net-zero transition is unstoppable
An investment strategy focused on decarbonisation can complement a core global equity allocation.
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Financial Advice
What's the outlook for investors in decarbonisation?
Market sentiment has soured on environmental stocks and this is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
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Financial Advice
Rewiring the economy for a net-zero world
Getting to net zero will require us to rewire the global economy and for select companies, it is a once-in-a-generation commercial opportunity.
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Financial Advice
Rewiring the global economy for a net-zero world
The transition to an electrified and more energy-efficient world demands a new set of products and industry know-how.
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Investment Management
Spotlight on enzymes and microbes in decarbonisation
'Enzymes are critical for converting grains like corn into fuel-ethanol for biodiesels.'
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Financial Advice
Rethinking decarbonisation growth trends
Even with sentiment towards renewable-energy companies at an all-time low, decarbonisation remains the biggest structural-growth opportunity in a generation.
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Financial Advice
Decarbonising industry and agriculture, one microbe at a time
Novozymes manufactures enzymes for a wide range of commercial applications, with one thing in common: they all contribute to decarbonisation, by improving yields, increasing energy efficiency or reducing...
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Financial Advice
The structural growth opportunity of a lifetime
An investment strategy focused on decarbonisation can complement a core global equity allocation.
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Investment Management
What the collapse of SVB means for investors
The investment world has been rocked by two bank failures in the US and a crisis at a Swiss giant, Philip Saunders argues that this is a healthy development for the long term.
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