Mirova CIO and Portfolio Manager Jens Peers discusses transformational environmental, technological, and demographic trends aimed at sustaining our world and delivering portfolio performance in 2024 and beyond. Highlights of his discussion:
- Growth in AI for solution providers and companies’ normal business operations
- Renewable energy’s supply chain and inflation challenges may be subsiding, making way for recovery
- Treatment and research for diabetes, obesity, and age-related conditions could signal opportunity
- Focus on European equities, pharmaceuticals, food ingredients, technology, quality companies