In this Thematic Investing video, our experts discuss the ins and outs of impact investing, how it relates to sustainable thematic strategies and how to allocate to themes such as the energy transition and climate change.
Jane Ambachtsheer, Global Head of Sustainability, highlights the growing interest in investments that intend to have an additional and measurable social and/or environmental impact alongside an attractive return. She also discusses what sets apart impact investing and sustainable thematic strategies that are focused on areas such as water and food.
Mark Richards, Head of Flexible and Absolute Return, sets out how multi-asset portfolios can incorporate themes, while being mindful of their long-run nature, the interplay with macroeconomics, and the need to deliver appealing returns. He outlines our approach to determining how much risk to take, how to translate thematics into investments and how to compare thematic strategies and more traditional market indices.
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