About us

Megatrends

Megatrends are shaping the world around us, influencing decision making and changing the demands placed on our economy and services.

Identifying the potential for change is a key driver of our investment decision-making – from the businesses, sectors and countries we invest in, to the way we go about finding opportunities. We like to identify investments that benefit from one or more megatrends, providing a supportive environment for long-term sustainable business growth and returns to shareholders.

These trends are often consistent with widely recognised sustainability issues, including climate change and the circular economy.

Megatrend

Investment theme

Our portfolio

Transforming to a lower carbon economy

  • Renewable energy (Generation)

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  • Electrification/energy transition

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  • Shared resources

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Digitalisation and technology disruption

  • Automation and digital operations

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  • Increasing connectivity

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Circular economy

  • Waste treatment and recycling

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Demographic change

  • Demand for healthcare

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Globalisation

  • Global trade and transport

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