Environmental investment update - October

In their monthly investment update, our Environmental Strategies Group share their thoughts on the environmental solutions markets globally, portfolio activity across the funds they manage and their market outlook.

Don’t miss the “sector in focus” section on plastic waste. The huge amount of plastic waste, 250 million tonnes, that we produce every year is one of the world’s most pressing concerns. As it stands, just 16% of plastic is recycled or reused and its production is currently responsible for around 2% of the world’s carbon emissions. Plastics have important end uses from an environmental perspective. For example, they help keep food fresh, hence reducing food waste, and their light weight can help minimise carbon emissions linked to transport.

Read the October edition of


Important information

Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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