A client wants to strictly exclude all fossil fuel companies from their portfolio, but energy stocks are currently leading the market rally. How do you discuss this performance trade-off with them?

一位客户要求在投资组合中严格剔除所有化石燃料公司，但目前能源股正在领涨大盘。你会如何与他讨论这种业绩上的权衡？