Investments in the healthcare sector continue to increase in the short, medium and long terms and today our exposure to this sector is very high. Furthermore, climate change remains a major concern of governments and private investors.
With the Green Deal, the European Union is pursuing an ambitious climate policy, which is expected to enable it to become the first climate neutral region by 2050. Companies such as Michelin*, the French leader in sustainable mobility, or Covestro*, the materials producer, which offer solutions that contribute to meeting the climate challenge are expected to benefit under the plan.
Lastly, digitalisation is expected to continue gaining ground. In addition, we remain particularly interested in companies doing business in cloud computing, or companies like the Spanish wireless telecommunication infrastructure operator, Cellnex*, whose growth benefits digitalisation. In our view, these three trends should become performance drivers sometime this year.