Mensuel de octobre 2021 - Fonds d’investissement

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ESG vs non ESG portfolios: Sector rotation hurts, but green investors hold their breath for COP26
By Mathias TALMANT, Junior Portfolio Manager FARAD Investment Management S.A.   After winning fame for “Most Underperforming Asset” over the last few years, commodities are now putting a smile on the face of fossil fuel investors. After months of frustration from lockdowns, the reopening of the economy unleashed a hoard of heavy pocketed avid buyers. Industrial activity also resumed at full throttle.   So much so that the imbalance in supply and demand, amplified by supply chain bottlenecks, naturally drove prices higher in everything from furniture and food to cars and particularly energy. China and India are already experiencing power outages since coal reserves are depleting and domestic utilities are reluctant to import overpriced combustible...
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