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Peter Michaelis

The world in 2041: accessing innovations for the next 20 years

Since the Liontrust Sustainable Future funds launched in 2001, the world has seen huge change. Peter Michaelis discusses the innovations the next two decades might bring, with the companies providing these at the heart of the Liontrust ESG Trust PLC (ESGT), whose IPO is planned for early July. Read more
Peter Michaelis

Lessons from 20 years of sustainable investment

Liontrust has a 20-year track record in sustainable investing and will apply the knowledge gained in managing the portfolio for the Liontrust ESG Trust PLC, whose IPO is planned for early July. Head of the Sustainable Investment team Peter Michaelis highlights the lessons learnt (and proved) over the last two decades. Read more
Peter Michaelis

Accessing those hard-to-reach SDGs

This year’s World Oceans Day highlights how this huge natural resource is undermined by our own actions, via plastic pollution, overfishing and carbon emissions. Finding ways to invest in solutions to these threats will be a focus for the Liontrust ESG Trust PLC, whose IPO is planned for early July. Read more
Peter Michaelis

Goodbye to an old friend – GW Pharma to leave Sustainable funds after 20 years

One of the longest held companies in the Sustainable Future funds is to exit the portfolios with the acquisition of GW Pharma completing in Q2. Peter Michaelis explains how this innovative healthcare business encapsulates what the team look for in sustainable companies. Read more
Peter Michaelis

Ongoing evolution of our Sustainable Investment themes

The Sustainable Investment team have added a new leisure theme and updated three others as part of their annual review. Peter Michaelis explains the reasoning behind and opportunities for these themes. Read more
Peter Michaelis

Green ‘industrial revolution’ highlights non-linear nature of change

While much more is needed to drive down carbon emissions, the UK’s ‘green industrial revolution’ does show how fast change can happen when better technology emerges. Read more
Peter Michaelis

Building better cities

A citizen of Los Angeles would cut their carbon footprint by 75% by moving to Copenhagen. Peter Michaelis explains why and how innovations can build better cities in which two-thirds of humanity are expected to live by 2050. Read more
Peter Michaelis

Nuclear power – still no thanks in 2020?

Liontrust’s Sustainable team has largely avoided nuclear power since a review a decade ago but given this energy’s low carbon emissions – and the increasing urgency of decarbonisation – does this position need to change? Read more
Peter Michaelis

Should 2020’s unpredictability force a sustainable rethink?

The terrible events of the first half of the year have further highlighted the issues of social inequality and the parlous state of our natural world. Liontrust’s Peter Michaelis explains why capital markets and competition between companies can serve society to help produce a more sustainable world. Read more
Peter Michaelis

What are the prospects for Sustainable growth in the UK?

Following the enforced behavioural changes by Covid-19, Peter Michaelis analyses which UK stocks may benefit from positive structural growth over the long term. Read more
Peter Michaelis

Investing for a sustainable future

Before the spread of COVID-19 around the globe, Lawrence Gosling of Bonhill questioned Peter Michaelis about the growing demand for sustainable investing and why he was optimistic about the trends making our environment cleaner, our quality of life better and our societies more resilient. Amidst the pandemic, Peter believes these trends are still valid and the world can continue to look to the longer term future with optimism. Read more
Peter Michaelis

How our themes are evolving

Every summer, the Sustainable Investment team analyses and challenges all its themes to ensure they can drive performance in the future. Peter Michaelis explains how the latest review has led to the removal of four themes and the addition of two new ones. Read more
Peter Michaelis

The investment case for “doing good”

Sustainable investment is not only for investors who want their investments to “do good” and benefit society. We believe there is also a compelling investment case for all investors taking this approach. This is because long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver attractive returns for investors as well. Read more
Peter Michaelis

Investing for tomorrow, today

Sustainability is an increasingly important theme for today’s consumers, who want what they wear, eat and even drive to both benefit themselves and have a positive impact on the world around them. Sustainable investment also has the potential to have positive impacts on society and to deliver attractive returns for investors as well. Read more
Peter Michaelis

The PRI 12 years on

'We must work to make companies do more to respect human rights; to allow collective bargaining; we must develop ways to reduce inequality, to curtail CEO pay; we must accelerate decarbonisation; rein in the tech giants and ensure we achieve the Sustainable Development goals.' Read more
Peter Michaelis

Electric dreams: when will every car be battery powered?

Investment Managers at ATI investigate how the obstacles currently facing the electric car industry may soon be overcome, presenting a promising investment opportunity. Read more
Peter Michaelis

What the UK wants and needs from the banking system

Over the past 18 months, a select group of influential bankers and stakeholders have worked together to produce a report which explores how to rebuild a healthy banking sector in the UK. Read more