Diversification with Purpose – US Equity Impact investing across the full value to growth spectrum.
14h30 - 15h00Okapi Room 3
The US public equity market’s size, breadth, technology and innovation leadership make it a fertile ground for active managers. These companies offer attractive long-term financial prospects with business models providing solutions to some of the most pressing challenges our Planet and Society face. Importantly, US impact equities provide a differentiated universe that brings diversification benefits to your asset allocation. David Rowlett, Portfolio Manager of the US Impact Equity strategy (article 9), will discuss some of the latest opportunities he sees in the US impact equity space across exciting themes such as Artificial Intelligence, the circular economy, GLP-1s, Financial Inclusion and Cybersecurity.
