In their monthly investment update, our Environmental Strategies Group share their thoughts on the environmental solutions markets globally, portfolio activity across the funds they manage and their market outlook.
Don’t miss the ‘sector in focus’ section which focuses on China´s electric vehicles, one of the key industries identified by the Chinese government as part of the ‘Made in China 2025’ initiative, that will also help the country achieve carbon neutrality by 2060.
Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. The views expressed in this piece do not in any way constitute investment advice.
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.
Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).
Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.