Sustainable Equities 2026 Outlook: Investing in an evolving energy transition

11 February 2026

Decarbonisation earnings resilience and economics-led adoption are reshaping global investment opportunities, say Ninety One, in their Sustainable Equities 2026 Outlook. Sentiment towards decarbonisation has weakened in recent years, but underlying earnings performance has remained resilient. High-quality enablers of the energy transition have continued to deliver strong, above-market earnings growth, even as valuations compressed amid...