The media are warning us that inflation is here to stay at least until May, on one side because of the base effects of commodities, and on the other side because we have not yet seen the second round of inflation.
The current shock is positive for electricity producers whose costs and production have barely changed. It may also benefit governments receiving additional revenues from the increase in CO2 prices and that can reduce their subsidies to producers of renewables.
Robin Usson, Credit Analyst, at the international business of Federated Hermes, believes it is, instead, the story of a company caught in the crossfire between China’s past and future.
With this article, we aim to add value by detailing how we tackle SDGs within our flagship global equity SRI fund, BL Sustainable Horizon, who has been pursuing a responsible investment strategy since 2008.