The big themes driving global equity returns

In the lead-up to his trip to Australia, Jens Peers, CIO of Mirova US, caught up with Louise Watson to discuss the big themes currently driving returns for Mirova’s global sustainable equity strategy including AI, obesity, renewable energy and global supply chains. In a wide-ranging conversation they also discussed:

• Current market volatility
• AI’s short and long-term investment potential
• Performance of sustainable funds
• Global ESG regulation - which regions are doing it best
• Nuclear energy’s future as a part of Australian and global energy mix
• The ramifications of a 2^nd Trump Presidency for sustainable funds