The three global stocks at the forefront of automation

Growing global trend

Automation has emerged as a core theme within the sustainable investment landscape, cutting across sectors, regions and market caps, according to Kames Capital's Craig Bonthron.

Bonthron, co-manager of the recently launched Kames Global Sustainable Equity fund, said while the fund selects holdings on a bottom-up basis, selected on their individual merits, automation is driving returns across a number of positions. Stocks benefiting from automation have different business models, returns on capital and valuations, while management teams also have different industry perspectives and expertise. Where are the best new sustainable or ethical investment opportunities? Below, Bonthron identifies three stocks benefitting from the automation trend, and how they...