Pauline Grange

Global equities portfolio manager Pauline Grange talks about sustainability, her approach to investing and how she goes about identifying companies.

The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets.

For electronics and semiconductors, one of the impacts of the coronavirus in China has been the revelation that we are too reliant on Chinese supply chains.

We have a plastic problem. On a trip to visit my family in South Africa at Christmas, what struck me was that even on the most remote and protected marine coastline my children and I managed to fill bags with plastic straws and other plastic debris. And the stats confirm we have a problem.

Just before Christmas, I paid a visit to the new Adidas flagship store on Oxford Street, London.