"While direct exposure to heavy polluting industries may not be desirable for good reasons, there are correlated assets, such as battery storage infrastructure assets that benefit from rising power prices and power price volatility, which may offer diversification benefits."
Harrison also takes the view that health food remains an attractive investment area today, despite some price falls this year to date.
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Harrison says: “I think the consumer area was very focused on milks and meat substitutes, but we are now starting to see a wider range of investment opportunities, and that's what we want to look for – it follows a theme that is well established, but an area where opportunities still exist.”
david.thorpe@ft.com
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