- 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.