Instability has been, and will continue to be a theme for some time. The new normal. But with these unstable times comes opportunity.
Not only do situations like the current COVID-19 pandemic lead us to re-think many of our day-to-day practices, but it highlights areas that we need to focus on, for example healthcare. There are also long-term themes such as climate change that will continue to be at the forefront of our quality of life.
In these times it is important to take the long-term view and identify investments that can achieve long-term sustainable returns. Below, we have selected some of our strategies that we think are relevant not only today, but for the future too.
Target companies across the water value chain that are benefiting from the impact of tightening global water and water-related regulations.
Access China’s growth potential while maintaining low correlation to other global equities.
Participate in the long-term consumer, societal and demographic trends that drive economic growth today.
Access growth opportunities across the technology sector including cloud computing, artificial intelligence, the Internet of Things (IOT) and more.
Contribute to the transition towards a low-carbon economy by investing in companies dedicated to finding solutions that address climate change.
Access opportunities in key environmental areas like new energy, water infrastructure & technologies, waste management & resource and sustainable food & agriculture.
Take advantage of health care innovation including genetic sequencing, drug delivery, miniaturization, bio-compatible materials, haptics and more.