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Sustainable Global Equity, Annual Report 2022-23

Insight
17 October 2023 |
Sustainable
This year’s annual report focuses on the UN SDGs and explores how two different trends are supporting progress on a number of objectives.
Sustainable Global Equity, Annual Report 2022-23

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

Archive: Previous editions

Please view previous reports below:

Sustainable Global Equity, Annual Report 2022-23

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