The energy transition is no longer a theoretical allocation theme. It is capital intensive, politically complex, geographically uneven and deeply tied to economic development. For asset owners, the question is shifting from ‘How do we decarbonise portfolios?’ to 'Where is capital genuinely enabling the transition — and how do we access it across asset classes?’ 

This session will examine how the transition is unfolding in practice across public equity and debt markets, and why emerging markets are increasingly central to that story.

Annika Brouwer – Portfolio Specialist, Ninety One 
Jennifer Monyihan -- Portfolio Specialist – Sustainable Equities & Private Markets, Ninety One