LOIM tube

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: 


Wichtige Hinweise.

This document has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.
Lombard Odier Investment Managers (“LOIM”) is a trade name.
This document is provided for informational purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This document does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. This document is the property of LOIM and is addressed to its recipients exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. The contents of this document are intended for persons who are sophisticated investment professionals and who are either authorised or regulated to operate in the financial markets or persons who have been vetted by LOIM  as having the expertise, experience and knowledge of the investment matters set out in this document and in respect of whom LOIM has received an assurance that they are capable of making their own investment decisions and understanding the risks involved in making investments of the type included in this document or other persons that LOIM has expressly confirmed as being appropriate recipients of this document. If you are not a person falling within the above categories you are kindly asked to either return this document to LOIM or to destroy it and are expressly warned that you must not rely upon its contents or have regard to any of the matters set out in this document in relation to investment matters and must not transmit this document to any other person. This document contains the opinions of LOIM, as at the date of issue. The information and analysis contained herein are based on sources believed to be reliable. However, LOIM does not guarantee the timeliness, accuracy, or completeness of the information contained in this document, nor does it accept any liability for any loss or damage resulting from its use. All information and opinions as well as the prices indicated may change without notice. Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.
Source of the figures: Unless otherwise stated, figures are prepared by LOIM.
Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources.
Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change. They should not be construed as investment advice.
No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Funds (Europe) S.A prior consent. In Luxembourg, this material is a marketing material and has been approved by Lombard Odier Funds (Europe) S.A. which is authorized and regulated by the CSSF. 
©2021 Lombard Odier IM. All rights reserved.