As part of our search for sustainable growth, we identify broad secular themes that in many cases recognise issues of social importance, such as climate change, health care for aging populations, nutrition and wellness, and expanded access to technology. Indeed, many years ago, our research into the serious environmental consequences of air and water pollution led us to formally develop an investment theme centered on the environment.
The environment theme has remained prominent in our global equity portfolio in recent years. The increasing evidence that greenhouse gases created by human activity is driving climate change— including higher temperatures, more droughts, extreme weather and melting glaciers—has created a call to action for public and private-market solutions to slow these trends.
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