As we look ahead, lower interest rates and a broadening out of market returns could propel sustainable investments forward. Now is the time to focus on the long-term investment opportunity around our clean energy theme.
After a long period of underperformance, our renewable infrastructure investment trusts are trading at significant discounts to their true worth. Now is certainly not the time to sell this asset class.
Balancing the scales, our health scheme continues to deliver, and expected healthcare sector earnings for 2025 are looking healthy. To understand more about our portfolio positioning around health, join my colleague Caroline Langley and healthcare expert Sheena Berry, as they discuss the Climate Assets performance drivers in the first half of the year, and investment opportunities in health and medical technology in the long term.
Healthcare companies are working towards creating healthier and better lives for an aging population that puts significant pressure on healthcare systems. As a result, improving outcomes in a cost-effective manner is important, particularly given the significant global spend on healthcare. Delivering on efficiency benefits and innovation will create opportunities within the sector. We discuss several drivers underpinning the health theme on our sustainable investment report.
I lead the sustainable investment team at Quilter Cheviot, dedicated to serve clients who would like to invest in companies offering solutions to the economic and environmental problems of urbanisation, climate change and resource scarcity.
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The Climate Asset Funds invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
The value of your investments and the income from them can fall and you may not recover what you invested.
