In our last SektorReport Sustainability we analyzed the Water infrastructure & technologies subsector. Market valuations for the sustainability sector as a whole and subsector recovered in Q1 2023 after a previous decline in Q3 2022. This recovery, which began in Q4 2022, will continue in Q2 2023. What is particularly noticeable is that after the Sustainability Index significantly approached the Euro Stoxx 600 in Q3 2022, the two indices diverged significantly in Q2 2024 - the Sustainability Index significantly outperforms the EuroStoxx 600. This reflects the public perception of sustainability-focused companies as more robust and future-proof compared to the overall market.
In our current SektorReport Sustainability 2023 Q2, we place a special focus on the Waste management & technologies subsector, which in recent years has at times been above the Sustainability Index and significantly above the Euro Stoxx 600, but has returned to the Sustainability Index in recent months similar. In connection with this, we will shed light on the background to the recent sale of the Best Plastic Management Group, a market leader in Germany focused on plastic regranulate, which Transfer Partners acted as exclusive M&A advisor.
Our SektorReports are available in German language. If you have further questions regarding this topic, feel free to get in touch.