EMXF - Does ESG Spell The End For Commodities? We Don't Think So

• In addition to the broad goal of climate neutrality, we believe that institutional interest in environmental, social and governance investing is also supportive to commodity prices.
• At Russell Investments, we’ve seen an increasing institutional focus on ESG matters, and we are closely monitoring the rapid development of ESG policies among our investment managers.
• Interestingly, ESG as a concept is explicitly not concerned with commodity prices in its prescription for the transition path to green commodity production and climate neutrality.

For further details see: