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.
Digitalisation
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
Electrification
Electrification is key to decoupling fossil fuels from the global economy. Renewables are set to account for over 90% of global electricity capacity expansion by 2028 to enable future technologies which are increasingly being powered by electricity.
Source: International Energy Agency (IEA), as at 6 December 2022
Decarbonisation
The transition to a low carbon economy will impact all sectors, both positively and negatively. The world is set to add as much renewable power in the next 5 years as it did in the past 20 years, offering huge opportunities for investors. On the flip side, with up to £5 trillion of MSCI World market capitalisation at risk of being disrupted, it is important to stay on the right side of this transition.
Source: iea.org, Renewable power’s growth is being turbocharged as countries seek to strengthen energy security, December 2022. Bloomberg.
Over 30 years of sustainability expertise
The Global Sustainable Equity team seeks to invest in companies that contribute to the development of a more sustainable global economy through their revenue alignment with ten environmental and social themes. Our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.
View our sustainable funds
Global Sustainable Equity Fund
Aims to provide clients with a persistent return source, deliver future compound growth, and help mitigate downside risk by investing in companies that we believe contribute to the development of a more sustainable global economy.
US Sustainable Equity Fund
High-conviction portfolio of US companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy.
Marketing communication.
How do I use sustainability strategies in my portfolio?
An allocation to technology has the potential to increase the upside potential of a portfolio.
— Matthew Bullock
EMEA Head of Portfolio Construction and Strategy
Why invest in global sustainable equities with Janus Henderson?
Highly experienced, interdisciplinary team
More than 30 years of sustainable investing experience and innovative thought leadership.
Thematic revenue alignment
Investing in companies that we believe contribute to the development of a more sustainable global economy, through their revenue alignment with ten environmental and social themes.
Striving for excellence in client reporting
Committed to provide our clients with high standards of engagement, transparency and measurement.
Insights
Meet the team
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.