As we move into the second half of 2024, Jens Peers, CIO – Mirova US, outlines themes, opportunities, and risks for sustainable equity investors around the globe. The following topics are explained in this video:
- Nearshoring and friendshoring: Because of Covid-19 and the war in Ukraine, companies are rethinking global supply chains. This trend is leading to opportunities in several sectors for equity investors.
- Healthcare innovations: Advances in obesity treatments and oncology are creating significant long-term return potential within healthcare and pharmaceutical sectors.
- Water treatment regulations: New US regulations requiring treatment of drinking water for permanent chemicals such as per- and polyfluoroalkyl substances (aka PFAS) present a multibillion-dollar market opportunity.
- Renewable-energy valuations: Despite recent underperformance, renewable energy shows great valuation opportunities, driven by climate change, energy independence, and AI-related energy demand.
- Macro and sustainability risks: Key macro risks include higher inflation, rising interest rates, and geopolitical tensions, while sustainability risks involve climate change impacts on company operations.
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This material is provided for informational purposes only and should not be construed as investment advice. The analysis and opinion expressed represent the subjective views of the author as of July 2024, and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary.
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