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Mensuel de avril 2022 - Fonds d’investissement

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ESG vs non ESG portfolios: What strikes harder than a slap of Will Smith?
Par Mathias TALMANT, Junior Portfolio Manager, FARAD Investment Management S.A.   In our article from January 2022, we referred to Netflix show “Don”t Look Up” to depict the ludicrousness of media’s environmental coverage. It so happens that reality is stranger than fiction as Will Smith’s slap has overshadowed the sixth report from the IPCC (Intergovernmental Panel on Climate Change). Less glamourous, but far more relevant, this document has taken stock of climate change impacts, adaptation and vulnerability. Record temperatures of around 40°c above average have been recorded in some parts of Eastern Antarctica are extremely alarming and calls for an immediate action.   Before shedding light on the performance comparison between ESG and non-ESG...
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