23 Jun 2021
June 2021 | Simon Holmes, Director, Portfolio Manager, Multi Asset Solutions
We increasingly want to play our part in creating a more sustainable world for our future generations, whether we recycle, eat less meat, or refrain from using single-use plastics. And by using active multi-asset strategies, we can also make an impact through our investments, that won’t cost the earth.
Simon Holmes, Director, Portfolio Manager, Multi-Asset Solutions, takes us through two sustainable themes he is actively excited about from both an impact and investment perspective: health & well-being, and technological innovation.
Now more than ever, we are acutely aware of our health and healthcare systems due to the impact from the Covid-19 virus, as well as our mental health from the impact of the lockdowns. The pandemic has changed the way global governments respond to health crises, which has created opportunities for those companies at the forefront of healthcare solutions and innovation.
Lockdowns have acted as a huge accelerant to pre-existing trends, particularly in the technology and digital spaces, condensing multi-year change into one short year. But with or without Covid, the general pace of change in this field is certainly accelerating and as investors, we want to support those technologies that are helping connect the world, protect the environment and digitally empower people.
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The value of investments can go down as well as up and investors may not get back the original amount invested.
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.