This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
As we emerged from the pandemic, it seemed the world was gripped by a greater awareness of the fragility of our planet, and our place within it. Mirroring this, investors and fund managers started to explore what this increased focus on sustainability meant for investing. For many, the instinctive response was to follow their heart and ditch ‘dirty’ stocks from portfolios, such as oil companies. Hot on the heels of the likes of Shell and BP cutting their dividends in 2020 – a result of Covid-19 lockdowns – the decision seemed a relatively easy one to rationalise. Yet investors may have come to regret that decision. We examine the lessons to be learnt from the past two years for investors pursuing sustainable themes.
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