Hamish Chamberlayne, portfolio manager on the Global Sustainable Equity Strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.

  Key takeaways:

  • The team aims to invest in resilient growth companies that are on the right side of big sustainability issues; this means that the portfolio was well positioned entering the recent period of market volatility.
  • Technology has played a huge role in the crisis by enabling people to continue leading their lives without too much disruption and the team anticipate that this could accelerate the trend towards digitalisation.
  • The strategy has little exposure to carbon-intensive businesses such as travel, oil and energy, which have been severely affected by travel restrictions and the steep decline in economic activity around the world.