Industry Voice

By Alliance Trust Investments

Chris Taylor, investment director and head of research, Neptune Investments

Below are five companies the Sustainable Future team at Alliance Trust Investments has identified which demonstrate their investment philosophy in practice.

Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.

Siddharth Bhargava, research analyst, Matthews Asia