Amid the high-pitched clamour of 2022’s sustainable investing tradition wars, it has been simple to lose sight of the truth that many firms proceed to turn into extra enticing investments by specializing in making the world a greater place.

This week, we’re touring part of the world that has been excellent at producing these sorts of Repair the Future alternatives for buyers: Europe.

Sustainable Euro stars

We’ve delved into our Repair the Future database to unearth the 10 hottest European ex-UK shares held by the elite portfolio managers we observe. Whereas the sectors these 10 shares hail from are various, sustainability is a theme that many faucet into. Learn extra.

Repair the Future has already taken an in-depth take a look at three of our elite managers’ 10 favorite European shares. These embody Dutch tech agency ASML, a play on blistering development in world information use, and Swiss chemical compounds firm Sika, benefiting from a long-term dedication to sustainability. An analogous funding case exists for a French sustainability pioneer we’ve now examined.

Electrifying returns

Paris-listed Schneider Electrical has spent almost twenty years focusing its enterprise on sustainability. By offering gear, software program, consultancy and different companies, it helps prospects to wean themselves off fossil gas vitality by going electrical. In the meantime its digitisation enterprise helps enhance vitality effectivity.

Whereas the prospect of a recession may very well be a bump within the highway for Schneider, this ESG darling believes growing strain from green-minded governments, buyers and companies will set off an acceleration in its development together with additional margin enhancements. Learn extra.

Agency foundations

By way of each the development of buildings and infrastructure, and the possession and operation of property, French blue-chip Vinci has a serious environmental influence. It needs to make this influence extra constructive, and for buyers feeling battered by macroeconomic forces, its revenue streams additionally provide a helpful inflation hedge. Learn extra.

Lengthy-term demographic tendencies are shaping how buildings and infrastructure are being developed by Vinci and others. Migration and relocation are key demographic issues. Because the steadiness between working and retired populations in wealthy nations adjustments, so too may dominant migration tendencies, which is able to create new alternatives and challenges for buyers. Learn extra.