Sustainable Equity
Sustainability is at the forefront of change across the globe
Increased climate-related events and demand for resources mean that change is being shaped with sustainability in mind. These global challenges, and increased appetite to do things differently, make innovation and sustainable development more important than ever before.
The opportunity for investors
Three generational trends impacting every sector of the global economy.
Businesses and processes are rapidly shifting from analogue to digital with the aim of improving efficiencies. To facilitate this, three of the largest chip manufacturers in the world have pledged to build more than $300 billion of new capacity in coming years. Businesses in every sector will be impacted by digitalisation – for example through artificial intelligence.
Source: ASML Small Talk presentation, as at 11 November 2022
Insights
Over 30 years of sustainability expertise
The Global Sustainable Equity team seek to invest in companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.
View our sustainable funds
By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.
By focusing on companies that provide technology solutions with a positive impact on the environment and society, our approach aims to deliver attractive long-term capital returns.
Our sustainable process has been built on three decades of experience
People now recognise that there is this strong alignment between thinking about big sustainable development issues and achieving economic growth.
— Hamish Chamberlayne |
Why invest in global sustainable equities with Janus Henderson?
Highly experienced, interdisciplinary team.
Established strategy built on a 30-year history of sustainable investing and innovative thought leadership.
Identifying positive impact.
High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society.
We are who we say we are. We do what we say we do.
Commitment to provide clients with high standards of engagement, transparency and measurement.
Meet the team
Global Sustainable Equity Team
Hamish Chamberlayne, CFA
Head of Global Sustainable Equities | Portfolio Manager
Portfolio manager since 2013. Industry since 2003.
Resources
Thematic investing
Access transformational change with thematic investing. Thematic investing enables investors to benefit from the powerful megatrends that are disrupting and shaping the future, unlocking the potential for stronger and more consistent returns.