The Week in Green: February 28 – Dips & Bubbles

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    While the market is taking stock of the coronavirus epidemic, we looked at the current estimates of the effect on the worldwide GDP as well as the related dip in CO2 emissions in China. Meanwhile, in a recent interview with HedgeNordic, hedge fund investor Graham Clapp argues that ESG-focused companies are now trading higher without the consideration of short-term fundamentals. Could the sustainable investing trend generate an unsustainable bubble?

    On the more positive side, Stockholm made it to the Schroders’ Global Cities Index top 30, thanks to its environmental credentials. ESMA also acknowledged that ESG indexes have outperformed their traditional benchmark.

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    Meanwhile, indices and ETFs continue to expand. German-based index provider Solactive invested in climate data start-up right.based on science, a Frankfurt-based company that provides software allowing clients to measure the contribution of a company or a portfolio to climate change. Invesco launched a new GBP Corporate Bond ESG UCITS ETF, which aims to address the growing needs of Sterling-based income investors looking for low-cost passive exposure to an ESG benchmark.

    An interesting story this week in partner content by dual ASX and Frankfurt listed Vulcan Energy Resources, you can learn about the exciting low carbon lithium technology and how electric vehicles could become even greener.

    For those of you who wonder how to catch up with the rapid pace of expansion of ESG and sustainable investing, we propose an intensive half-day interactive course in Stockholm on March 24. This opportunity may also be interesting for someone you know!


    Image by Myriams-Fotos from Pixabay

    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA is Editor-in-Chief for NordSIP and Managing Director for Big Green Tree Media. She has 18 years of experience in the asset management industry in Stockholm, London and Geneva, including as a long/short equity hedge fund portfolio manager, and buy-side analyst, but also as CFO and COO in several asset management firms. Aline holds an MBA from Harvard Business School and a License in Economic Sciences from the University of Geneva.
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