Latest insights

After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.

Water sustains not only human existence but the entire ecosystem. As the global population burgeons and climate change intensifies, bringing extreme water incidents from floods to droughts, the fragile balance between water supply and demand is increasingly strained.

More and stronger forces are accelerating the move to a Circular Economy. For example, geopolitical tensions remind us that raw material security is at stake. Most importantly, Circularity is nothing short of a requirement to meet, or even approach, carbon emission goals. Accelerando!

Perhaps like us, you are a bit frightened about all the news stories and the statistics – the plastic ‘eighth continent’ in the Pacific Ocean, using our natural resources more rapidly than they can be replaced.

25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.

David Czupryna, Lead Fund Manager and Bastien Dublanc, Senior Fund Manager, describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term fi nancial performance objective.

Senior Portfolio Manager