Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Key takeaways:
- The year for sustainable investing has been somewhat turbulent, with higher interest rates creating headwinds across many sectors of the market.
- However, we believe investing in the transformation to a more sustainable global economy is a long-term discipline that is highly aligned with finding attractive investment opportunities.
- This approach enables us to uncover global businesses, which are leaders in their industries, that are exposed to powerful secular trends.
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