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Thematic Investment Videos: Evolving Consumption


Date published

Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing, climate change and automation.

The next video in the series focuses on evolving consumption. Consumer preferences are changing, and these emerging trends have only been accelerated by the pandemic. The shifts we’re seeing present their own investment opportunities: 

It’s impossible to consider any aspect of consumption without addressing the climate implications. Sarasin’s decisions are biased towards a sustainable approach, ensuring the companies they invest in are creating goods without using more than necessary of the limited natural resources available – their goals remain aligned.