The investment opportunities 'making our societies cleaner, healthier and safer'

We are now a decade on from the Global Financial Crisis and special measures, in the form of low interest rates and other stimulus, remain in place across much of the world.

In the US, which has done the most to normalise its central bank rates, there is concern hikes have turned the screw too tightly, dampening growth too soon. Why is generating higher returns from ESG a challenge? Nevertheless, while broad economic direction is hard to predict (our best estimate is for dampened growth this year, followed by a pick-up in 2020), we are confident growth from a variety of companies with sustainable themes will endure, making the companies exposed to these more likely to deliver their financial goals. There are a number of themes that will capture an incr...