Liontrust Sustainable Investment Annual Review 2023 - Flipbook - Page 13
Safer, more efficient transport
Healthcare innovation, vaccines
Sustainable Investment head Peter Michaelis looks at the huge social
and environmental costs linked to the way we travel around in our
daily lives and the need to move to safer, more efficient transport.
There are solutions, as he discusses in this video.
The most cost-effective steps for any healthcare system are those that
stop people getting sick. Figures from the World Health Organization
(WHO) estimate vaccines save between three to five million lives
a year. These early-stage interventions also have a brilliant return
for their money, with a 50 times return on each dollar or pound
spent. Fund manager Laurie Don and analyst Sarah Nottle look at the
team’s Innovation in healthcare theme in more detail.
Financing the transition
Building better cities
Tackling the climate emergency is vital. However, the cost of
developing new technologies and innovations to manage this
are vast, with high upfront investment requirements. In this video,
investment managers Jack Willis and Aitken Ross look at how to
finance the climate transition to net zero, and the important role
private investment has to play.
More than two-thirds of the world’s population are likely to be living in
cities by 2050 due to rapid urbanisation. This will increase demand for
new infrastructure and, as a result, concrete to build with, as well as the
need to maintain the structural integrity of buildings through repairs. In
this video Sustainable Investment team analyst Ed Phelps examines how
energy-efficient businesses held in the Sustainable Future range, such as
Sika and Daikin, can help us to live better while reducing emissions.
Investing in the climate transition
The factory of the future
The global average temperature is now 1.2 degrees centigrade
warmer than it was before the industrial revolution and climate
change is leading to more extreme weather events across the world.
In this video, Sustainable Investment team fund manager Mike
Appleby explains why carbon reduction must be the urgent focus to
meet the target of limiting global warming to 1.5 degrees.
A third of greenhouse gas emissions come from the industrial sector
and waste is rife. The sector has also been slow to adopt new
technologies such as data analytics which have transformed the
efficiency of other areas of the economy. In this video, investment
manager Simon Clements examines how the ‘factory of the future’
will use technologies to enhance efficiency in a sector where it is
estimated that 20 cents out of every dollar spent is wasted.
Liontrust Sustainable Investment: Annual Review 2023 - 13