Entreprises / Actions / série d'hiver / Olivier de Guerre / Phitrust
Entreprises / Actions
série d'hiver / Olivier de Guerre / Phitrust
2019 et 2020 vues par Olivier de Guerre
Olivier de Guerre, patron de Phitrust, société de gestion pionnière de l'impact investing, nous livre sa vision pour 2020 et les événements qui l'ont marqués cette année.
Olivier de Guerre, patron de Phitrust/DR
1 - Quel(s) fait(s) majeur(s) retenez-vous pour l'année 2019 ?
-L'importance croissante des enjeux climatiques dans les stratégies d'allocation des grands investisseurs institutionnels, ce qui n'est quasiment pas le cas pour les investisseurs privés (ou à la marge...)
-L'incertitude grandissante face aux taux négatifs qui oblige à repenser les stratégies d'allocation: faut il aller en bourse ? Où trouver du rendement ?
-Le développement des fonds dits "avec de l'impact" qui ont avant tout une stratégie financière et qui utilisent ces termes pour répondre à une attente des investisseurs. Attention à "l'impact washing" !
2 - Que redoutez-vous ou qu'espérez-vous pour l'année 2020 ?
Mes craintes:
En France un enlisement de la réforme des retraites qui prolonge la grève et paralyse le pays... Nous n'en sommes pas loin.
A l'international une accélération de la fin du multilatéralisme, le repli sur soi n'est pas une solution et va engendrer plus de populisme...
Mes espoirs:
La prise en compte par les investisseurs institutionnels et privés de la nécessité de rediriger l'épargne& les financements pour accélérer la transition énergétique et répondre aux enjeux sociaux,
Le développement d'initiatives privées (ONG, PME, grandes entreprises) et publiques (notamment par la régulation) pour innover et construire de nouveaux "business models" inclusifs qui répondent aux multiples enjeux sociaux actuels.
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