With sustainability permeating all parts of the economy, portfolio manager Pauline Grange explores some of the key themes for 2023 and beyond, from energy security and decarbonisation to electric vehicles and tech and automation
2022 has been a pivotal year for markets. With the era of ultra-low inflation and interest rates arguably behind us, so too is the era of a market dominated by “Big Tech”. Sustainability and digitisation now permeate all parts of the economy, not just the Technology sector, which combined with structurally higher inflation offers structural growth opportunities across the broader market. Although macro trends currently dominate markets, we believe we can deliver strong long-term returns to investors by identifying where the biggest changes are happening. Click below to explore some of our key sustainable themes for 2023 and beyond.
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