The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice.
----more----
In this podcast Lenka Martinek reviews the performance of ESG investments in 2023 and highlights the influence of global geopolitical and macroeconomic factors on sustainable portfolios. She identifies some of the best and worst ESG investment themes over the past year. Lenka then discusses the limited impact of the recent COP28 annual climate summit meeting, even though she believes that the various consequences of climate change are becoming too big to ignore. In addition, Lenka discusses the various opportunities and risks that she expects to be most important for sustainable strategies and ESG investment portfolios during 2024. In conclusion, Lenka considers the growing importance of thematic investing from a longer term perspective and highlights some of the themes within the ESG space that should continue to do well in the future.
Founded in 2018, Sustainable Market Strategies is an Independent Investment Strategy Research Service that tracks global developments in the ESG and Impact-Investing space. SMS focuses on sustainable investment trends, taking a global, top-down and thematic approach, whilst tailoring their views to global market conditions. SMS publishes forward-looking, independent and actionable investment research. Their expert advice is based on a comprehensive knowledge of ESG megatrends, and how these trends can be useful to better understand the markets and to make profitable investment decisions.

Ver todos los episodios