Sustainable Equities Boutique

Providing fundamental equity strategies across leaders in emerging markets and Swiss equities.

Insights

Sustainable Equities Boutique
2021-09-21_VP_some-like-it-hot-the-true-beneficiaries-of-global-warming_teaser
Market Update
ESG & Sustainable Investing

Some like it hot – the true beneficiaries of global warming

Due to the EU's "Fit for 55" package, the energy requirements of the building sector for indoor climate control are increasingly becoming the focus of European sustainability efforts. Companies that can supply energy-efficient heating and cooling solutions for buildings will be able to benefit from this new push by the EU. The Swedish company NIBE is one of the pioneers in this field.

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Sustainable Equities Boutique
2021-07-27_vp_ti-water-insight_teaser
Viewpoint

Water: A source of life as well as a refreshing addition to any portfolio

If oil greases the wheels of the global economy, water helps to make its turbines spin. The amount of water used in industrial processes may be less publicized than the “blue gold’s” significance for planting crops, but it is no less significant. Moreover, investors swimming against the passive tide can pick the water-related stocks that seem most attractive.

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Sustainable Equities Boutique
2021-04-26_VP_SE_100-days_teaser
Market Update

100 days Biden: Bright outlook for US technologies and industries pioneering structural change

President Biden's “American Jobs Plan” proposes a huge infrastructure-spending bill, underscoring the Biden administration's commitment to pursuing a transition to a low-carbon economy and improve the overall infrastructure quality after decades of disinvestment in critical areas like roads, bridges, water systems and the electric grid.

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Sustainable Equities Boutique
2021-04-19_VP_even-facts-about-global-warming-and-pollution-that-investors-should-know_teaser
Viewpoint

Seven facts about climate change and pollution that investors should know

Unsettling reports from climate researchers and the scenario of an increasingly uninhabitable world have startled the public. Heat waves, hurricanes, unmatched wildfires and droughts are now more frequent. Polar ice melts and sea levels rise. Here you will find seven facts about the root causes and how impact investing can mitigate them.

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