In this Thematic Investing video, our experts discuss the potential of companies enabling or adopting innovative technologies and business models to generate superior growth and returns over the longer term. A key consideration is the careful analysis of the environmental, social and governance (ESG) aspects of innovation and disruption.
Berenice Lasfargues, Sustainability Integration Lead, highlights the need to understand a range of factors including how a theme’s sustainability risks and opportunities relate to each other. “Integrating ESG factors into investment processes should have a measurable positive impact,” she notes.
Senior Portfolio Manager Pamela Hegarty covers the breadth of investing in disruptive tech, noting this transcends sectors and includes ‘enabling technologies’ such as semiconductors and networks. She showcases the many uses of artificial technology, going beyond software and applications and as far as robotisation (and even self-driving cars).
Senior Portfolio Manager Jon Stephenson argues healthcare is ‘a growth sector marked by an abundance of innovation’ – aging populations, lifestyle changes, technological progress and advances in emerging markets are driving both demand for care and innovation in areas from drug discovery and delivery to miniaturised devices and robot-assisted surgery.
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