234. How the energy crisis has accelerated our need for new infrastructure

Renewable energy has been around for some time, but with an energy crisis in the UK and Europe, David Harrison, manager of Rathbone Greenbank Global Sustainability fund, tells how its adoption is being accelerated due to both concerns about climate change and because of economics. In this interview, David considers four types of sustainable infrastructure (physical, energy, transport and water) giving examples of companies he holds and really bringing this theme to life.
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Rathbone Greenbank Global Sustainability fund is a high conviction, multi-cap fund but will have a bias towards mid-caps. The fund has a negative screen, actively avoiding businesses involved in unethical or unsustainable practices, such as those involved in alcohol, animal welfare violations, armaments, human rights violations, oil & gas extraction, nuclear power, pornography, tobacco and gambling. Additionally, each holding will also have to have at least one positive environmental, social or governance attribute.

 

What’s covered in this episode:

  • The relationship between the energy crisis and climate change
  • The acceleration of long-term investment in electric vehicles and infrastructure
  • Examples of two companies working to make infrastructure less carbon intensive
  • Why we’re still on the early side of transport infrastructure sustainability
  • The significance of water infrastructure and…
  • How two US listed companies are leading the way
  • The fund’s exposure to the circular economy and…
  • Next generation drug discovery in the healthcare sector
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