Bloomberg skriver i en ny artikel, at på trods af langsigtede vækstudsigter ser der, ifølge analytikere, ud til at være mindre entusiasme for sektoren. Investeringsprodukter, der sælges som værende ESG-relaterede, har slået rekorder efter de fleste målestokke på trods af et fald i ren-energi aktier og tiltagende bekymring for greenwashing.
Udsigterne for grønne aktier er udfordrende på grund af bekymringer om stigende renter knyttet til inflation, uforudsigelig amerikansk politik og reguleringsmanøvrer som Californiens beslutning om kraftigt at sænke subsidierne og tilføje nye gebyrer til hjemmebrugere af solenergi, siger Sophie Karp, analytiker hos KeyBanc Capital Markets.
Hertil skriver Bloomberg:
“Even with the stock market slide, this year was still the first since the Paris climate agreement in late 2015 that more money went into green bonds than debt issued by oil, gas and coal companies.
And next year is shaping up to be bigger. Analysts at Morgan Stanley estimate that green bond issuance will approach $1 trillion in 2022, led by sales from the European Union.”
“Bank of America Corp., the biggest corporate issuer of U.S. bonds sold as being tied to environmental, social and governance factors, also is predicting another big year for global sales of the debt.”
“Will ESG primary issuance market double again in 2022? We’re not making that prediction,” said Karen Fang, the bank’s global head of sustainable finance, in an interview last week. “But we do think it will grow very, very strongly given the momentum behind the global net-zero transition and investor demand.”
Læs hele artiklen her:
https://www.bloomberg.com/news/articles/2021-12-22/why-green-stocks-are-falling-despite-the-esg-boom?srnd=green-finance
