Janus Henderson: Global Perspectives: Opportunities from ESG headwinds

^{Aaron Scully, CFA, Portfolio Manager | Adam Hetts, CFA, Global Head of Portfolio Construction and Strategy | Hamish Chamberlayne, CFA, Head of Global Sustainable Equities | Portfolio Manager}

In the latest episode of our Global Perspectives podcast series, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. In this podcast, they discuss key environmental, social and governance (ESG) factors influencing sustainable investing, including Russia, energy price inflation and the rotation away from growth equities, alongside the longer-term structural opportunities generated during current market volatility.

Key Takeaways

• Corporate governance structures in Russia do not pass the Sustainable Equity Team’s ESG criteria; consequently, they do not have any direct exposure to Russia and have never owned any Russian-listed companies.
• Energy price increases have impacted sustainable investment approaches that do not offer exposure to oil and gas companies but should also help accelerate the adoption of companies providing sustainable solutions.
• As long-term investors, we look at the current volatility in company share prices as an opportunity to take advantage of a market being shaped by short-term fear. Many sustainable companies offer great compounding potential over the longer term because they offer products and services to overcome key societal and environmental challenges.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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