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    Nachhaltigkeit: Politik 2021 und darüber hinaus

    Nachhaltigkeit: Politik 2021 und darüber hinaus
    Arnaud Langlois - Portfolio Manager

    Arnaud Langlois

    Portfolio Manager

    Obwohl 2020 vielerseits als das Jahr des Covid-19-Virus betrachtet wird, kann man es auch als das Jahr sehen, in dem Nachhaltigkeit in vielen wichtigen Volkswirtschaften zur politischen Priorität wurde – und somit ihren Status als massgebendes langfristiges Anlagethema festigte. 

    Für die TerreNeuve-Strategie stellte 2020 aufgrund der Regulierungsmassnahmen, die an den wichtigsten Anlagemärkten ihre Wirkung entfalteten, einen Wendepunkt dar, weil nachhaltiges Anlegen dadurch zum Mainstream wurde. Unseres Erachtens dürften die folgenden drei Entwicklungen den Nachhaltigkeitsthemen in den kommenden Jahren deutlichen Auftrieb verleihen:

     

    Wenn Sie mehr über unsere Long-Short-Aktienstrategie TerreNeuve erfahren möchten, schauen Sie sich den Replay des Webinars „The Long and Short of Sustainability“ vom 3. Juni 2021 an. Im Webinar wurde diskutiert, wie ESG aus der Perspektive der Vermögensallokation und -verwaltung definiert wird und was wir über die anstehenden wichtigen Nachhaltigkeitsthemen denken.

     

     

    Schauen Sie sich den Replay für das Terre Neuve Webinar an: 

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