News & Commentaries
Who Will Be the Moody’s of ESG Investing?
“‘Sustainalytics is probably the premier data provider for ESG,’ Horstmeyer says. A number of firms are jockeying for position in the space or hoping to carve out a niche, including each of the big three credit rating agencies: Fitch Ratings, Moody’s Corp. (ticker: MCO) and S&P.” [COMMENTARY]The writer of the article cites that the regular…
Stock performance study shows companies should take environmental and social factors seriously.
“Societe Generale looked at the impact of ‘high ESG controversy’ events on stock performance, and found that two thirds of the time shares underperformed the broader market by an average of 12% over the subsequent 2 years.” [COMMENTARY]The warning for investors is that they should avoid investing in such companies where possible. Good ESG analysis…
The sovereign transition to sustainability: Understanding the dependence of sovereign debt on nature.
“The transition to sustainability is the strategic challenge sovereign bonds face in the 2020s. Overcoming this challenge requires that the financial system recognises the fundamental economic dependencies on nature, which are currently ignored and mispriced, storing up instabilities for the future.” [COMMENTARY]The authors of this reportprovide insight into the possible headwinds and opportunities for sovereign…
Will electric vehicles really benefit the environment? Only if we can fix the e-waste, social and supply chain issues with those massive batteries.
“Environmental and human rights advocates, along with international heavyweights at the World Bank and World Economic Forum, say there’s an elephant in the showroom. The EV revolution has been racking up a whole supply chain of trouble around the globe (including a recent lawsuit) related to an onslaught of often-contentious new mines opening to meet…
Blog: World Economic Forum and Big Four propose new sustainability reporting framework.
Ethical Investing News/Commentaries
Greta Versus the Greedy Grifters.
[In the post, Mr. Krugman uses reputable data to show fossil fuels are a huge net cost to US economy.] “For the U.S., the subsidies amounted to $649 billion, which is about $3 million for every worker employed in the extraction of coal, oil and gas… “ In another post by Mr. Krugman — sent…

