In an era defined by significant environmental and social issues, we see a close link between sustainability and innovation. Hamish Chamberlayne, Head of Sustainable and Responsible Investing, explains why it makes sense to focus on companies that are on the right side of both trends.
- In a time of rapid change, some companies are generating wealth while others are struggling to grow, often because they are on the wrong side of innovation and sustainability trends.
- The two key investment trends we see are the transition to a low-carbon economy and the fourth industrial revolution: the increasing penetration of technology into all aspects of our economy.
- In our view, companies that are innovating and contributing to the development of a sustainable global economy will represent areas of opportunity in 2020 and beyond.
Which market trends should investors
watch in the year ahead?
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