Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.

Key takeaways:

  • In an environment that no longer caters for indiscriminate rising stock prices, Hamish still sees companies which are growing and innovating at a very compelling rate.
  • Maintaining a keen focus on a low carbon approach and the fourth industrial revolution helps keep the team on the right side of social and environmental change.
  • Technology now touches nearly every aspect of our lives and the team believe this is increasing the momentum towards a more sustainable economy.