We invest in sectors that have a strong bias to satisfy society's needs
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
17th place in health ranking
of adults in the UK insufficiently active
Indigo Wellness Index – trends for key metrics
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 healthProfessor John DeanfieldProfessor of cardiology at The Heart Hospital