Roger Mortimer joined KraneShares as portfolio manager in February 2022. He brings a wealth of experience and passion to KraneShares' growing Climate Suite. Mr. Mortimer has a distinguished career across the utilities, banking, and investment industries. As a public global equities project manager for over 20 years, he has been Five-Star Morningstar rated on three different mandates and has been extensively featured in media alongside his strategies, including some notable accolades. Today, Mr. Mortimer is completely immersed in climate strategy and shares the vision that climate (alongside China) is one of the largest themes for the next 25 years. He holds a Bachelor of Arts in Economics from the University of Western Ontario and an MBA from the Ivey Business School at the University of Western Ontario.
Investors need a new playbook for a different environment. Interest rates trended broadly lower for a generation, creating a favorable tailwind for investing in both bonds and stocks. With inflation pressures emerging and interest rates now rising, investors need a different approach to what worked previously. Rising interest rates hurt both bonds and growth stocks and stock selection will become more important. Investing in companies that are leading the fight against climate change presents a secular growth theme that is also consistent with an inflationary environment. In this discussion we will highlight why investors should have exposure to this important area.