Sustainability creates opportunity

We explore how some of the world’s sustainability challenges create opportunity for businesses.
October 2021
Sacha El Khoury

Sacha El Khoury

Director, Portfolio Manager, Global Equities

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Key takeaways:

  • We explore how some of the world’s sustainability challenges create opportunity for businesses.
  • Take the built environment – a key contributor to carbon emissions meaning that buildings need become more sustainable. The drive to do so provides tailwinds to companies like Schneider Electric, a leader in energy management.
  • Sustainability themes encompass the likes of an ageing population and health challenges such as obesity. Companies that can help us address related issues look well-placed – take Novo Nordisk and its portfolio of treatments for diabetes for example.
  • We believe that investing with a sustainable mindset enables us to identify a host of high-quality cash generative businesses underpinned by long-term sectoral tailwinds.

Risk warnings

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.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Use our handy glossary to look up any technical terms you are unfamiliar with.

Risk warnings

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.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Use our handy glossary to look up any technical terms you are unfamiliar with.

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