Sustainability, automation and the future of manufacturing

clock • 7 min read

Industry and manufacturing has been slow to develop compelling responses to the challenge of carbon emission reductions - until now, writes Seb Beloe, partner and head of research at WHEB Asset Management.

Robotics and wider trends around automation are rarely out of the news at the moment with everyone from Mark Carney to McKinsey opining on the likely positive or negative impacts. There are myriad views on the potential disruption caused by robotics and automation. But what is the case that the technology fits within a sustainable investment portfolio? Rise of the machines: The big robotics themes for 2017 To answer this question, we first have to understand the scale of industrial use of energy. According to the International Energy Agency (IEA), industry accounted for 24% of tota...

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