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Mensuel de janvier 2022 - Fonds d’investissement

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ESG vs non ESG portfolios: investors should look up before reaching the point of no return
By Mathias TALMANT, Junior Portfolio Manager FARAD Investment Management S.A.   In “Don’t Look Up”, the latest blockbuster from Netflix, two astronomers discover a planet-killing comet hurtling toward Earth. As vital as it is, Di Caprio’s and Lawrence’s warning is met with a very unimpressed and hedonistic audience who merely discards the umpteenth call for the end of the world. No spoiler, but it did not end well… Good news is you will not read about a threatening asteroid in this article, but climate change is no less worrying. Sustainable finance has set up a new era where extra financial aspects matter just as much as growth prospects, and this is another good news. However, much remains to be done to back up words with action if we want to avoid the “point...
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