Oddo BHF - Perspectives ESG : les thèmes clés en 2026

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Oddo BHF

Emira Sagaama ...

Oddo Sustainability Team

Perspectives ESG : les thèmes clés en 2026

Si 2025 a été marquée par un recul réglementaire plus fort qu’attendu, les entreprises ont gardé le cap globalement, et les investisseurs ont continué à être attentifs aux risques matériels pour leurs portefeuilles. Nous voyons 2026 dans la continuité de cette tendance et introduisons ici les thématiques clés à suivre : l’IA comme un volet de l’analyse ESG, l’exécution de la décarbonation, le risque accru de litiges liés à la durabilité, ainsi que diverses tendances sectorielles.

22/01/2026 1 FR

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Emira Sagaama

Oddo Sustainability Team

Other Reports from Oddo BHF

Emira Sagaama ... (+2)

Emira Sagaama
Oddo Sustainability Team

ESG outlook: key themes in 2026

Although 2025 was marked by a greater-than-expected regulatory setback, companies generally stayed the course, and investors continued to pay close attention to the material risks to their portfolios. We see 2026 as a continuation of this trend and introduce here the key themes to follow: AI as a part of ESG analysis, the execution of decarbonisation, the increased risk of sustainability-related litigation, as well as various sector trends.

3h / 51m 3h / 51m 1 EN

Anne-Barbara Nicco

Anne-Barbara Nicco

Thom Group : Dégradation de nos recommandations

Thom Group a publié ses résultats T4 2024-25 (au 30/09/25) le 20 janvier dernier. Les éléments les plus attendus étaient i/ le trading update T1 2025-26 (au 31/12) compte tenu du poids de ce trimestre pour l’exercice en cours (le T1 représente traditionnellement 30% des ventes annuelles et plus de 40% de l’Ebitda), ii/ les guidances de marges au regard de la flambée du cours de l’or et de l’argent et iii/ la position du groupe concernant un refinancement potentiel. Le trading update s’est avéré décevant puisque le groupe a accusé une baisse de 5% de ses volumes, ce qui marque une rupture avec...

3h / 51m 3h / 51m 1 FR

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Perspectives ESG : les thèmes clés en 2026

ESG outlook: key themes in 2026

Thom Group : Dégradation de nos recommandations

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