While 2020 was one of the best years on record for pure environmental thematic investing, with the theme up by more than 100%, it saw a significant – and healthy – consolidation in 2021. The segment underperformed broader markets by 31% (as of end of October) relative to the MSCI ACWI index despite company fundamentals improving significantly and regulatory and policy support bolstering its long-term outlook.  
 

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