People need energy, food retail, and technology. As demographics change, people are increasingly concerned about their health. They need energy to power homes and grow economies. Therefore, these sectors have longevity and opportunity. Many industries are in significant flux because of changes in society, demographics and technology. Companies around the world are transforming their operating models and deepening their relationships and knowledge of their consumers.

We look for companies that will be the new stars in this changing landscape and aim to build the companies of the future.

Our experience as executives in many industries helps us identify long-term trends. We also seek long-term disruptors in their sectors and robust platforms for future growth.

Understanding societal trends

We support a number of initiatives and competitions that align with our values and through which we hope to support new thinking in a range of fields.

Capitalism is facing a period of fundamental change and challenge. Business has an important role in building prosperity for all stakeholders. But to sustain long-term value creation a company must understand the societal impact of its business as well as structural trends that might affect future growth.

“As long-term investors, we recognise that business needs to engage with society and listen and to take this into account when decisions are made.”

New global index measuring health of nations

L1 has published a new global health ranking – the Indigo Wellness Index – which showed the world’s healthiest countries based on 10 key measures, offering one of the most comprehensive global “state of nations” health comparisons to date. Canada leads the index, scoring consistently highly across the 10 health measures with the exception of obesity, where it ranks 16th – the worst country in the G20 for obesity. This insight highlights one of the primary objectives of the Indigo Wellness Index – to illuminate health disparities across the world and benchmark the relative wellbeing of a nation compared to other countries by striking a contrast with the relative wealth of these nations.

150

countries ranked

UK

17th place in health ranking

40%

of adults in the UK insufficiently active

Indigo Wellness Index – trends for key metrics

  1. Obesity – The data demonstrates that obesity is a rising trend in most countries. The UK now ranks 12th in the G20 – better than the US (20th in G20), Saudi Arabia, Canada, and Turkey.
  2. Inactivity – The UK scores notably badly on inactivity, with 40% of adults insufficiently active, causing a ranking of 13th in the G20
    – and the most inactive country in Europe – and the 129th most inactive in the world.
  3. High blood pressure – In many countries, the prevalence of high blood pressure has dropped hugely. The UK ranks 8th in the G20, while France, Germany, Italy, and Russia rank among the worst in the G20. This may be due to the availability of cheap drugs or the prescription process in these countries for medicines that combat hypertension.
  4. Blood sugar levels – Overall most countries have become more prone to elevated blood sugar levels, a figure supported by Public Health England, which suggests that based on current population trends by 2035, 4.9m people in the UK will have diabetes.
  5. Drinking – Across Europe, Russia and Ireland have more heavy drinkers than
    other developed and European countries.
    In contrast to national stereotypes, the data suggest that France and Germany have more binge drinkers than the UK.
  6. Depression – Countries reporting some of the lowest rates of depression include Indonesia, Korea, Philippines, and Egypt. The United States, with the highest GDP, has the second highest depression rate in the world, after Ukraine.
    This new index is one of the first comprehensive global wellness indices to
    be published, covering over 150 countries, compared to the existing OECD index, which aggregates data from fewer than 50 countries.​

An unhealthy population is expensive – for Government, for businesses, for communities, and for individuals. Globally, $47 trillion of cumulative economic output will be lost between 2012 and 2030 because of the impact of chronic ill health

Professor John DeanfieldProfessor of cardiology at The Heart Hospital