The Green space
The key elements of the environmental news
The defensive values will show their potential
July was characterized by a stunning rebound of the markets and a significant newsflow in the environmental sector. After two outperforming months, our funds were not able to capture all the rebound.
Will the rebound resist to the stress tests ?
The green values and the rebound : contrasted behaviours. During the technical rebound, the environmental values reacted in different ways.
Managing the uncertainty after the G20 summit
Even if the G20 summit demonstrates the political will to settle a new economy more sustainable, but on the short run, the key decision makers did not propose concrete solutions to solve the crisis.
Green stocks: a new market segmentation ?
Since the beginning of the year, our environmental funds record a better resistance compared to the markets in a context of high volatility. In 2008, and still now, many investors thought that the financial crisis would mean the end of the development of the environmental sectors due to many reasons such as high capex, liquidity squeezes, etc. On the contrary, some think that the credit access is not a stumbling issue.