“I’ve been surprised and delighted at how engaged companies are with our sustainability analysis,” Ninety One portfolio manager Matt Evans says in this episode of the Green Dream, the video series where ESG Clarity interviews key figureheads in the responsible investment world to get their views on the latest trends, news and movements in this evolving landscape.
Speaking with ESG Clarity deputy editor Natasha Turner, Evans says it has also been encouraging to see significant progress in sustainability disclosures, and is seeing much better reporting in areas beyond emissions. He gives examples of companies that have fared well over the past couple of years as well as the “impressive performance” from consumer-facing companies through the pandemic.
Looking to 2022 Evans says supply chain disruption and inflation are causes for concern, but the digitisation of companies provides reasons to be optimistic.
