We are witnessing the beginnings of a long-term economic transition where the nations of the world seek to reverse the centuries-long growth in burning carbon to fuel the global economy. At the same time, we are seeing the early stages of a reversal of the four-decades-long trend of globalisation.

Nuclear power is recognised for its low greenhouse gas emissions during operational phases, making it a vital component in efforts to mitigate climate change. According to the International Energy Agency (IEA) and the International Atomic Energy Agency (IAEA), nuclear power generates about 10% of global electricity with significantly lower CO2 emissions compared to fossil fuels, contributing to the levelling of global CO2 emissions at 33 gigatonnes in 2019.

Ever wondered how the clean green electrons generated at offshore wind farms find their way onshore? I recently visited historic and picturesque Charleston in South Carolina to see Nexans' electricity cable-making facility. My due diligence site visits often focus on the extraction and processing of copper, but we also invest in companies using that copper to make products to enable electrification and decarbonisation. In the case of Nexans, that copper and aluminium is utilised to make high voltage cables to transmit electrons from where they are generated to where they are needed.

Artificial intelligence (AI) is no longer an abstract concept; it is quickly evolving as an integrated part of our daily lives. From virtual assistants and transportation to eCommerce and even healthcare, AI is continuing to expand its application. As investors, understanding the risks and opportunities associated with this new technology is vitally important.

There are two broad approaches taken by fund managers devising an ESG Approach to investing - Box Ticking, and Subjective. Investors and advisors should understand the difference and accept that both are designed to achieve the same result in the end.

One of the most significant trends impacting managed funds and investment management has been the trend towards ESG - otherwise known as Environmental, Social & Governance, or more broadly, RI or Responsible Investment. According to some sources - particularly those who are strong advocates of the cause - 83% of investors consider ESG or RI to be a significant factor in their invest decision or choice of a managed fund. That may well be the case, but finding funds that meet an individual investor's requirements is anything but simple.