A 14 minute listen.

Thembeka Stemela, deputy manager of the M&G Positive Impact Fund explains how last year saw most eyes focused on the environmental elements of investment portfolios, but that 2020 will be the year when social factors will come to the fore.

She details how companies – from a Brazilian education company shifting online to a Kenyan telecoms provider offering financial support – have demonstrated agility and resilience during the crisis, and how the team’s proactive approach to engagement with each underlying company has been encouraging.