Results for 'esg'
ESG: the measurement challenge
The recent Glasgow climate change conference heard eye-watering numbers on the investment needed for the world to achieve net zero emissions by 2050. The good news is that both the demand for, and supply of, sustainable investment strategies is exploding. The bad news is there is little agreement so far on how to […]
ESG investing explained
As speaker after speaker at the COP26 summit in Glasgow has reminded us, global warming is a huge threat to the planet and requires immediate action. As we explained the other day, capital markets cannot solve this problem on their own; ultimately we need our governments to take the lead. But we can […]
ESG: manufacturers, not energy companies, are the main culprits
By JOACHIM KLEMENT When it comes to ESG risks, investors are increasingly aware that they may cause significant costs to a company and its shareholders. This is the reason why I am such a fan of ESG momentum strategies, i.e. investing in companies that are making credible and sustained efforts to reduce their […]
Is ESG a factor like size or value?
Most TEBI readers will be familiar with the concept of investment risk factors — i.e. characteristics of a stock or bond that make that security more likely to outperform the broader market over the very long term. The most common ones are factors like size and value. But what about ESG? Is ESG a […]
The ESG momentum trade is fraught with danger
ESG stocks have enjoyed a stellar run, and sustainable investment funds continue to report healthy inflows. In the long term, ESG investing makes sense from a risk, as well as a moral, perspective. But, investing responsibly won’t necessarily translate into higher returns, and, as Sparrows Capital’s MARK NORTHWAY explains, expecting ESG’s winning streak to […]
Wealthy investors matching words with action on ESG
Wealthy investors are increasingly putting their money in business that are socially, ethically and environmentally conscious, according to three new studies. Capgemini’s World Wealth Report 2020, shows that 27% of high net worth individuals (HNWIs) — those with of $1 million or more to invest — are interested in sustainable investment products. That figure rises […]
Boohoo teaches ESG investors a lesson
It’s been a month to forget for the UK online fashion company Boohoo. The company has seen a huge increase in sales during the lockdown. But a report in the Sunday Times it’s been hit by claims that workers at a Leicester factory that supplies some of its clothes were paid just £3.50 an […]
