Keeping cool in a warming planet
A mainstay of US and Australian households for decades, the air conditioner is now becoming a requirement for those that live in historically cooler climates. Global warming, a growing middle class and favourable regulatory support has meant that the Heating, Ventilation, and Air Conditioning (HVAC) sector is seeing significant demand growth.
We expect to see additional market tailwinds from megatrends including urbanisation, demographics, resource scarcity, indoor air quality and climate change.
In the latest Firetrail ESG Insight, written by my colleague Annabel Riggs, we look at the HVAC sector.
Annabel also identifies a company in the HVAC sector that is well positioned for future growth. The company is an ideal company for the Firetrail S3 Global Opportunities Fund (Managed Fund) (ASX: S3GO) with a sustainable business model contributing to positive change through lower emissions from heating and cooling solutions and improving air quality in buildings.
Please visit firetrail.com/keeping-cool-in-a-warming-planet or the attached pdf document for our detailed analysis.
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Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk...
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