The poor performance of large-cap technology stocks is weighing on many ESG indexes and products.
Barry Norris of Argonaut Capital Partners says equity markets need to fall at least 20% or 30% more.
The potential of the Inflation Reduction Act to support a number of sectors remains “underappreciated,” a firm analyst said.
When it comes to ESG bets, defense stocks are about as controversial as it gets.
He predicted that several companies owned by ethically focused funds will struggle to refinance their debt.
Despite much of the ESG industry's focus on climate, the data suggest the investment industry isn't really moving the needle.
Investors' risk-off mood continued to hit all asset classes in the week.
Fund managers touting engagement strategies are coming under increasing pressure to prove their methods yield results.
Relying on tech to build ESG portfolios has led to losses, says Luke Barrs.
Products such as ESG repos and derivatives remain for the most part unregulated.