Nordea Asset Management

Social bonds and investments in the “S-pillar” of ESG in particular will play a more significant role for investors overall. In the case of social bonds, the terms of issue specify in which social projects the capital proceeds are invested.

After years of seemingly unstoppable momentum behind ESG, the sustainable investment space witnessed heightened debate in 2022.

Investors have experienced periods of market turbulence since the global financial crisis. Fortunately, the dips were temporary on each occasion, and the buying trend for stocks and bonds resumed.

A slowing economy naturally has downside effects on financial markets. However, it also offers investment opportunities: from more attractively valued fixed income sub segments to cheaper companies with robust cash flows.

Investors will look back fondly on the decade following the global financial crisis, as unprecedented monetary stimulus and low interest rates powered one of the most fruitful periods in history for markets – particularly for growth-related equities.

Om de afhankelijkheid van fossiele brandstoffen en het energieverbruik te verminderen, moeten we meer hernieuwbare en alternatieve energie opwekken en energie-efficiënter worden.

Beleggers hebben een moeilijk jaar nu de financiële markten een van de moeilijkste periodes in jaren doormaken. Inflatie in combinatie met renteverhogingen door centrale banken zorgen voor onrust bij beleggers en portefeuillebeheerders.

Het inzicht van de beleggingsindustrie in ESG en duurzaamheid is de afgelopen jaren geëvolueerd, waardoor het steeds duidelijker wordt dat de vaak geclaimde keuze tussen uitsluiting en engagement een misvatting is.

In times of big uncertainty, investors focus more on managing risk than positioning for the future. In reality, it is becoming increasingly possible to forecast inflation with some precision both in the United States and to a lesser extent in Europe.

Investor attitudes towards ESG have radically evolved in recent years, with active ownership – the use of engagement and voting to influence companies – now overwhelmingly recognised as a force for good.