Musterdepot: Der KI-Boom zeigt, warum Nachhaltigkeit für Investoren relevant bleibt

An unprecedented number of significant stock market events are coinciding, with the earnings season in full swing. More than four out of five US companies have already beaten earnings expectations so far, and 179 additional companies from the S&P 500 follow suit this week. Furthermore, three Federal Reserve meetings are taking place in rapid succession.

Beyond daily market fluctuations, investors are wondering if the billions invested in artificial intelligence (AI) will prove profitable. However, the AI boom also raises another question: How sustainable is this growth?

Data centers require vast amounts of electricity and water. In the United States, opposition to new projects is on the rise, as residents fear increased energy costs and environmental degradation. While this might sound like an ecological debate, it has immediate economic consequences. Higher costs and delayed approvals can dampen the returns on AI investments. Ironically, the AI boom demonstrates why sustainability remains relevant for investors.

Sustainable investing, once a taboo for many, is no longer a taboo. In fact, it is considered a smart move in today's market. Certain industries, such as munitions manufacturers, chicken farmers, and biotech companies, are explicitly excluded from investment portfolios. However, the narrative is not as simple as it appears. The Musterdepot, or "sample depot," illustrates why sustainability is crucial for investors.