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Commodity investors will need to construct ESG-compliant portfolios

  • Food prices are at their highest level in a decade and the rally could persist through 2022

  • But investors are becoming increasingly averse to industries that violate ESG principles, such as palm oil

  • ESG-compliant portfolio construction will be increasingly demanded. Our own includes Masan, CPF, Nestle Nigeria, Wilmar

Commodity investors will need to construct ESG-compliant portfolios
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
22 November 2021
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