Incrementum AG
Climate Impact & Sustainability Data (2021, 2022)
Reporting Period: 2021
Environmental Metrics
ESG Focus Areas
- ESG
- Sustainability
- Climate Change
Climate Goals & Targets
Environmental Challenges
- Lack of a single ESG framework and inconsistencies in rating agency approaches.
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Period: 2022
Environmental Metrics
Climate Goals & Targets
Long-term Goals:
- Gold price to reach USD 4,800 by 2030.
Short-term Goals:
- Gold price to reach USD 2,187 by the end of 2022.
Environmental Challenges
- Stagflationary environment driven by high inflation and economic downturn.
- Supply chain disruptions due to the war in Ukraine and sanctions.
- De-dollarization and the weaponization of money.
- High debt levels and potential debt crises.
Mitigation Strategies
- Advocating for a higher weighting of gold, silver, and mining stocks in portfolios to mitigate risks associated with stagflation.
- Analyzing the impact of monetary policy tightening and its potential consequences.