Sustainable Equities Boutique

Seeking to invest in leading businesses with high and growing profitability in emerging markets.

Insights

Sustainable Equities Boutique
2022-01-11_AM_eu-plans-to-classify-gas-and-nuclear-power_teaser
Viewpoint | Read | 2 min

EU plans to classify gas and nuclear power as green won’t change investors’ views

The EU taxonomy seeks to define what is and is not “sustainable” to support the transition to a sustainable economy. However, news that the European Commission will class certain gas and nuclear power projects as sustainable within the EU taxonomy is politically driven, and out of line with many investors.

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Sustainable Equities Boutique
2021-11-23_the-economics-of-biodiversity-will-drive-large-chunks-of-social-impact-agenda_teaser
Market Update | Read | 4 min

The economics of biodiversity will drive large chunks of social impact agenda

While the “E” in ESG has taken prominence in impact investing over the past years, the “S” has only recently been coming to the fore. For many, social factors are still a philanthropic luxury rather than an actionable investment focus. However, the economics of biodiversity could trigger a rethinking.

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Sustainable Equities Boutique
2021-11-03_mu_cop26_energy-crisis_teaser
Market Update | Read | 3 min

COP26: Energy crisis highlights need for faster green energy deployment

The recent energy price crisis has increased the spotlight on COP26. There is an urgent need for a faster deployment of green energy solutions, including renewable energy as well as storage and energy grid infrastructure. Investments in innovative companies can enable this process and ease nefarious effects on global energy supply chains.

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Sustainable Equities Boutique
2021-09-21_VP_some-like-it-hot-the-true-beneficiaries-of-global-warming_teaser
Market Update | Read | 4 min

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 | Read | 4 min

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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