Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.

Key takeaways:

  • A diverse and inclusive workplace is critical in promoting vibrant and innovative thinking and is a core part of the team’s engagement programme in the second half of 2020.
  • The team aim to strike a balance between pro-cyclical growth and defensive secular growth; this has helped them to navigate the recent market rotation from growth to value factors.
  • Uncertainty remains and the team do not believe that recovery from the COVID crisis will be linear. However, they have noted that some sectors, such as technology, have rebounded quicker than others.