When you think of technology and innovation in stock markets, it’s likely software and internet-based businesses, or semiconductor companies, come to mind.
But this new podcast episode highlights the fact that investors can get exposure to exceptional technology and innovation in some of the most unlikely places.
Alison Savas speaks with Benoit Bazin, the CEO of French-listed multinational Saint-Gobain (EPA: SGO). Saint-Gobain develops and manufactures the building materials of the future. More than 70% of its revenue is linked to sustainability.
Building construction accounts for 40% of global carbon emissions – that’s more than the global transportation sector which includes all the trucks and cars on roads, planes in the air and ships on the seas.
So, as pressure on the industry mounts, Saint-Gobain has a big role to play in increasing the energy efficiency of buildings, manufacturing low-carbon products, and recycling building materials.
- Overview of Saint-Gobain: 1:30
- The global market for sustainable construction materials: 5:30
- The staggering number energy inefficient buildings in Europe: 11:30
- Saint-Gobain’s competitive advantages : 21:30
- How Saint-Gobain is helping other industries decarbonise (low-carbon concrete & electric vehicle glazing): 27:30
- The housing market & housing shortages: 33:30
*Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.
Subscribe to receive the latest news and insights from the Antipodes team
All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Emerging Markets (Managed Fund) (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.
The information provided is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Funds, you should consider the current Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via below links. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Links to Product Disclosure Statement: IOF0045AU, WHT0057AU, IOF0203AU, WHT3997AU
Links to Target Market Determination: IOF0045AU, WHT0057AU, IOF0203AU, WHT3997AU
For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email firstname.lastname@example.org
Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Funds. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this content. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.