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“Under the fog of war and anxiety about the midterm elections, the White House is poised to hand over generous…Continue readingWe’ve Opened the Door Too Wide for Oil and Gas Companies.

? “In our view, there’s no substitute for integrating consideration of ESG factors into fundamental security analysis. Rather than outsource…Continue readingESG Ratings: Solution or Starting Point

“Activists and others are looking for companies with low marks on environmental, social, and governance check lists.” [COMMENTARY]Some studies suggest…Continue readingWith Too Much Love From Institutional Investors, Companies With High ESG Ratings May be Overvalued. Activists Are Taking Note.

“Transitioning to a net-zero carbon economy* is vitally important, and corporate bonds will play a critical role in the transition.…Continue readingAllianceBernstein: Understanding Your Bond Portfolio’s Carbon Footprint.

“The only reasonable conclusion from reading [this book] it is that short-termism is like the proverbial emperor with no clothes.…Continue readingA Deconstruction of the Short-Termism Thesis.

“Despite the urgency coming from Russia’s invasion of Ukraine, a transition from fossil fuels to clean energy cannot happen without…Continue readingMoving to Clean Energy–Will It Take a War?

“As energy stocks surged and tech tumbled, sustainable portfolios had a tough quarter.” [COMMENTARY]I argue that most ESG funds are…Continue readingIt’s Been a Rough Start to 2022 for Sustainable Investing Stock Strategies.

“Climate-related financial risks are getting growing attention — but a new survey from BCG casts doubt on how seriously institutional…Continue readingESG — A Mystery and a Shock Poll.

“Investors have been keen to show their green credentials by shunning carbon-intensive industries. The cost of that virtue signalling is…Continue readingWhy investors may need to pivot from ESG towards carbon-intensive industries.