The physical world - overlooked and underinvested?
This week on Behind the Screens, we unearth the opportunities the physical world represents, which are typically underinvested and overlooked by investors. As we look to upgrade our infrastructure to enable a transition to net zero, Royal London Asset Management’s George Crowdy, fund manager on the sustainable investment team, including the 3D Bronze rated Sustainable Growth fund, shares why this offers interesting prospects across electricity and energy, transport and buildings. Talking with Square Mile's Jock Glover, George goes on to explain how they're positioned for success against the current market backdrop and why, contrary to popular belief, large cap companies can present considerable growth opportunities.
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This podcast was recorded on Thursday 6th July 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.