06-10-2021 · Webinar

Looking for the brightest Stars in the post-Covid-19 world

The world is changing fast, and not just due to Covid-19. The EU’s new Sustainable Finance Disclosure Regulation (SFDR) is making it more important to use ESG in stock selection. The opening up of economies thanks to rising vaccinations is also bringing inflation with it, including rising commodity prices. This will all have differing implications for the global markets that we follow.

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In our latest webinar, Hauke Ris and Jaap van der Hart outline what this all means for the Emerging Stars Equities, Sustainable Global Stars Equities and Sustainable Emerging Stars Equities strategies. They discuss the likely impact of SFDR reporting, the infrastructure spending in the European Green Deal and in the American Jobs Plan, and how global markets are doing generally.

During the session, we covered:

  • How the Stars Equities range is positioned for the post-Covid-19 world

  • The opportunities presented by differing market conditions

  • Why regulation will make sustainability the norm rather than the exception

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