NEWS | Three vital themes for investing over the next decade
Three vital themes for investing over the next decade
What will the next 10 years hold for investors? Given the number of serious problems the world faces and the fact that change is accelerating rapidly in numerous spheres, answering this question requires investment managers to think globally about finding new ways to capture value for investors. This includes breaking the silos between asset classes that typically characterise our industry.
There are three important themes that can’t be ignored as, over the next 10 years, companies able to operate profitably in these areas are most likely to still have a future. These are the environment, infrastructure, and innovation. And we’ve found some fascinating companies operating in each, both listed and unlisted.
The environment
The greatest threat we face in the next decade is the environment. How can investors support efforts to stave off this threat? While many companies are promising to be carbon-neutral by 2030, will that be enough? Importantly, what about neutralising historic emissions?
July 17 2023 By Fabiana Fedeli - M&G Investments
