Der starke globale Fokus auf den Klimawandel durch  Regierungen, Aufsichtsbehörden und Verbrauchern hat Umwelt- und sozialökologische Aspekte (ESG) in den Mittelpunkt von Anlageentscheidungen gerückt.

Im Jahr 2020 kündigte der größte Hersteller von Glyphosat eine Vereinbarung in Höhe von 9,6 Milliarden US-Dollar an, um eingereichte und zukünftige Klagen vor US-Gerichten beizulegen, die besagen, dass das Pestizid Gesundheitsprobleme verursacht hat. Im Jahr 2021 sagte der Richter, der Betrag sei zu gering. Das sollte für Aufmerksamkeit sorgen.

Der aktuelle Inflationstrend ist einzigartig für die Wirtschaft nach COVID

The newly-launched Kartesia Impact Fund I seeks to promote a more inclusive and environmentally efficient society, by investing in companies directly contributing to the UN Sustainable Development Goals and supporting others in their transition to more impactful practices.

In terms of performance, US govies delivered  positive performance over the past month as US assets generally generated better performance than European ones, with Equities and High yield leading the charge

European equities, supported by the reopening of regional economies and strong global goods demand, closed the month higher. Another strong supporting factor was the acceleration of  vaccination campaigns,  especially in the Eurozone, which is now catching up with the UK and the US.

In June, economic indicators showed that growth remained sound across the world, notably in the service sector

The outcome of the FOMC meeting was June’s main macro event

Candriam has been engaged in ESG Country Analysis since 2009. In 2020, we put into practice our third and most sophisticated Sovereign Sustainability model.