Highlights include:
- Thematic focus #1: How can AI help address the UN SDGs?
- Thematic focus #2: Circular economy and waste management
- Market and performance review: One of the defining characteristics of the first half of 2023 was ‘narrowness’ of returns, with the majority of performance being driven by a small number of tech-focused mega cap stocks owing to enthusiasm surrounding the adoption of AI.
- Case studies: We provide five case studies (Nvidia, Adobe, Microsoft, Aptar and Republic Services) that showcase the work we have done with portfolio companies over the last year.
A high conviction, fundamental strategy targeting sustainable companies: profitable businesses whose products, operations and activities help create a more sustainable future.
To find out more about our Sustainable Global Equity offering, please explore our website.
Sustainable Global Equity, Annual Report 2022-23
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Archive: Previous editions
Please view previous reports below:
- Sustainable Global Equity, Q1 2023: China’s ‘great reopening’
- Sustainable Global Equity, Q4 2022: The inflation game-changer
- Sustainable Global Equity, Q3 2022: Are global supply chains on the mend?
