Sostenibilidad. En serio.
Report

Sustainable Global Equity, 2022 Q3 report

Are global supply chains on the mend?

Insight
13 October 2022 |
Sustainable
As well as our usual engagement and ESG metrics, the latest quarterly report from the Sustainable Global Equity team considers the health of the world’s supply chains. Are they on the mend after pandemic-induced dislocations?
Sustainable Global Equity, 2022 Q3 report

Fast reading

  • In the wake of the pandemic, global supply chains have struggled to catch up with recovering demand. China’s zero-Covid policy and the Ukraine conflict have contributed to recurring bottlenecks which have kept the cost of raw materials and shipping high.
  • There are encouraging signs that supply chain pressures are easing. The issues are not uniform for all sectors, so the pace of improvement for different companies will vary, but the long-term outlook is good for sustainable companies positioned for secular growth.

Other highlights include:

  • Case studies: The team outlines the sustainable investment rationale in two portfolio companies. The first, a global leader in water technology, can provide the means to increase efficiencies in resource usage. The second, a provider of wind turbine design, sales, manufacturing, installation and servicing, is well placed to benefit from the energy transition.
  • Engagement themes and environmental data. A full rundown of the strategy’s ESG footprint as well as an overview of the areas of engagement with portfolio companies undertaken by the team.
Sustainable Global Equity, 2022 Q3 report

Related insights

Lightbulb icon

Get the latest insights straight to your inbox