In Conversation January 2024
RATHBONE GREENBANK GLOBAL SUSTAINABILITY FUND
Manager David Harrison details his fund’s recent performance and why he has been adding to more defensive areas of the stock market in the second half of 2023. He also explores some of the most interesting technology stocks in his portfolio and why they should remain long-term compounders of profits. Finally, he explains why the energy transition is a powerful investment theme, but one that requires patience.
For more information on the fund, click here.