ESG FUNDS DELIVER OUTSIZED RETURNS…TO ITS MANAGERS
ESG FUNDS DELIVER OUTSIZED RETURNS … TO ITS MANAGERS A 2015 MSCI study looking at ESG (Environmental, Social, and Governance) investing strategies over an eight-year period found evidence of alpha – or excess returns. A February 2021 Morgan Stanley review of more than 3,000 U.S. funds confirmed that ESG funds outperformed their traditional peer funds by a […]
2022: threat or opportunity for Sustainable Funds?
2022: threat or opportunity for Sustainable Funds? ESG funds have grown exponentially until 2021, but by 2022, the outlook from analysts at the Equity Research teams of the world’s leading Investment Banks could be much different. In fact, today, as highlighted in an article written by the FT, sustainable investments are facing rising R&D expenses […]
Investors believe a global pandemic needs a global solution
Investors believe a global pandemic needs a global solution. How investors are concerned about vaccine providers’ commitment in spreading global access to Covid-19 vaccines. A few weeks have passed since the beginning of the new year and 65 international investors have already made a step further in the direction of a more sustainable and equal […]
GREEN ENERGY PUSH WILL DRIVE INFLATION HIGHER
Greener Energy Push will drive Inflation Higher Probably the most debated topic in Economics right now is the surging inflation rate. Economists across the globe are discussing its causes, its character, whether it is transitory or here to stay, and the best policies to tamp it down. In the last weeks we have seen how […]
Being fired on a Zoom call before Christmas
Being fired on a Zoom call before Christmas “If you are on this call, you are part of the unfortunate group that will be fired. Your employment here ended effective immediately.” With these words Vishal Garg, CEO and founder of Better.com, announced just before the Christmas holidays the dismissal of about 9% of the company’s […]
Delhi faces a lockdown for air pollution
DELHI FACES A LOCKDOWN FOR AIR POLLUTION: The role of agriculture, and why can primary sector become an ESG investment opportunity Schools and offices closed, construction sites activities suspended, limitations to trucks circulation. These measures are not adopted to fight the pandemic, but another powerful enemy in Delhi: air pollution. The pollution level in the […]
Divesting as a way to protect human rights
Divesting as a way to protect human rights ESG indicators are becoming more and more relevant, and even if environmental issues are usually the most discussed and analysed, even social ones are gaining attention. Among these issues, one of the most relevant is how to behave in front of human rights violation from bond-issuing countries. […]
Gender lens investments: are gender and financial performance related?
Gender lens investments : are gender and financial performance related? The financial world is increasingly attentive to the theme of gender diversity and, in recent years, has seen the spread of many mutual funds and exchange traded funds that allow investors to encourage companies that have women in leadership roles or are engaged in their […]
Climate change or green transition: impact on corporate costs
Climate change or green transition: impact on corporate costs As the ECB stated the last Wednesday, the costs that will be incurred for climate change in the medium/long term will by far exceed the short-term costs to be incurred for the green transition. In a time when all major economists, the largest banking institutions and […]
Social background: the forgotten dimension of diversity by FTSE 100
Social background: the forgotten dimension of diversity by FTSE 100 While some free-market economists like Milton Friedman used to think that company executives did not need to worry about anything other than a balance sheet, in the 21st century employees, customers and investors are asking business leaders to focus more and more their attention on […]