Thematic investing – The practical guide to sustainable equity investing

Among the megatrends, sustainability takes a central place. How to invest in this theme? In this Thematic Investing video, three of our experts discuss investing in the energy transition, environmental sustainability, and equality and inclusive growth on the basis that sustainable growth is ‘the only plausible growth that we can aspire to’.  

Jane Ambachtsheer, Global Head of Sustainability, covers topics including our net zero NZ:AAA framework and its role in thematic fund construction. She also touches upon the importance of being mindful of environmental stability and biodiversity when investing.

Edward Lees, Co-head of the Environmental Strategies Group, discusses the long-term opportunities around the energy transition, decarbonisation, natural capital and responsible land and water use. He highlights game-changing technologies that can open new markets and his focus on companies that are directly solving the problems.

Gina Wilton, Head of Business Management Fundamental Active Equities, takes up the subject of equality and inclusive growth, arguing that “social tensions affect the climate for doing business”. She notes that companies with responsible practices including decent work and decent pay, and  affordable products, tend to have more resilient business models.

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