Janus Henderson: Global Sustainable Equity: news and opportunities (Q3 2018 update)

Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the strategy’s positioning, performance, and activity.

Key points:

  • Investment in renewable energy shot up in 2017; a record number of solar power projects installed.
  • China is leading the way in clean technology investment.
  • FAANG stocks performed strongly over Q2, but regulation risks remain.
  • Performance update, activity and outlook.

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Janus Henderson: Global Sustainable Equity: news and opportunities (Q3 2018 update)