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Sustainable Global Equity, H1 2025

Henry Biddle, CFA, ACA
Portfolio Manager
Martin Todd, CFA
Senior Portfolio Manager
Insight
8 September 2025 |
Active ESG
Achieving net-zero emissions requires bold, scalable solutions - and electrification is one of the most effective. In our latest report, the Sustainable Global Equity team explain why the shift from fossil fuels to electricity presents a compelling long-term investment opportunity.
Sustainable Global Equity, H1 2025
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Fast reading

  • Investment review, H1 2025
  • Impact performance
  • Engagement overview
  • Thematic focus: The investment case for electrification
  • Key holdings: Epiroc, TSMC, Trane Technologies, Schneider Electric

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Sustainable Global Equity, H1 2025

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Sustainable Global Equity, H1 2025
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