ESG

Addressing the need to separate shareholder returns from real planetary impact, Robeco created its own framework that captures a company’s contribution to mitigating climate change.

All advisers have a role to play in the transition to ESG, and it will be a spectrum of outcomes rather than a binary one. One thing we cannot forget, however, is the powerful role that capital flows can have on creating change.

The continuation of an economic world built on linear consumption, LGT Crestone’s Rachel Etherington says, will further burgeoning social and economic issues that threaten to destabilize the global system.

After benefitting from climate calm for 8,000 years the foundations are being shaken. But with over 90 per cent of the global economies committed to net-zero we have a path to crack ‘both sides of the walnut’, according to Ruffer.

Moving to a sustainable investment portfolio can reduce an individual’s carbon emissions by 90 per cent, research from Stockspot has shown.

Despite a backdrop of weaker returns and uncertainty, Australian Ethical has continued to grow via great engagement and ‘consumer love’.

Many are seeking to oversimplify ESG, which is an inherently complex part of investing, while others are overcomplicating what is really a simple consideration.

Adam Grotzinger from Neuberger Berman shares insights with James Dunn from The Inside Network on ‘How important are ESG factors in the bond and credit market these days?’

Groundhog Day, markets down, unemployment falls, ARB’s run continues The ASX 200 (ASX: XJO) weakened another 0.3% today as Victoria plunged into its fifth lockdown and the outbreak continued to extend in NSW. Just two sectors finished higher, materials up 1.4% and utilities, 0.7%, with the latter benefitting from another 6.3% jump in Spark Infrastructure Group (ASX: SKI). The…

Markets are experiencing a “manic moment” around ESG investments and less exuberance now might not be “a bad thing in the longer run”, according to Fidelity investment director Tom Stevenson. Stevenson likens the obsession with ESG to the popularity of the “Nifty 50” – stocks like Kodak, IBM and Xerox – in the 1970s and…