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Responsible Global Emerging Markets Strategy – Q3 2021 Investor Note

The team at LGM provide their regular update on responsible investing in emerging markets
November 2021

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Sustainable Development is the development that meets the needs of the present without compromising the ability of future generations to meet their own needs.

Source: Brundtland Report for the World Commission on Environment and Development, 1987

In this third and final note of our three-part series, we‘ll dive further into three intertwined subjects:

  • Why climate change matters to the story of emerging market (EM) investing.
  • The relevance of climate when conducting fundamental analysis.
  • Our view on corporate net zero pledges.

You can read our first note and our second note on Climate Change here and here.

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Risk Disclaimer

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.
The information, opinions estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

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