Deep Dive: Commodities play a key role in green transition

Cannot be simply labelled ESG

Melissa Scaramellini, ESG fund research lead at Quilter Cheviot, dives into ESG commodities

There is a temptation nowadays to put the word ‘ESG' in front of anything without differentiating between whether it is referring to investing to profit from ESG-driven market drivers, investing responsibly or investing with a sustainability focus.  Commodities are one asset class that cannot simply be labelled ESG. Different commodities have very different supply chains, extraction mechanisms and refinement processes. Many have complex and significant negative environmental and social impacts that are far from being resolved.  The universe of truly sustainable commodities remains ver...