News & Commentaries
The Deepening DEI Dilemma
“By emphasizing the positive effects of DEI on innovation, decision-making, employee productivity and retention, and overall corporate performance, companies can make the case that DEI is not just a moral imperative but a strategic advantage.” [COMMENTARY] I believe that in some sectors of national activity, the case for DEI has sometimes been overdone. However, in…
The Hidden Benefit of ESG
“For investors, ESG scores can serve as useful signals of financial reporting quality, facilitating the identification of firms demonstrating superior financial accountability and transparency. For companies, ESG engagement is a governance tool that bolsters financial integrity and builds long‑term investor trust… [also] firms with stronger ESG performance are less likely to restate their financial statements.”…
EQT Warns of Exit Risks for Alternative Energy Assets Held by PE
“EQT AB, Europe’s biggest private equity firm, says the path to exiting investments in clean-energy developers and operators faces a growing number of hurdles. In many cases, such assets have become too big to be absorbed by the kinds of private or industrial buyers PE firms traditionally turn to when looking for an exit, according…
A return to arms: how asset owners are reevaluating their defence exclusions
“Some are ditching all screens, some are introducing stronger restrictions.” [COMMENTARY] In this new era of wars, the ethics of investing in defence industries are topical for most ethical and sustainable investors. This article describes how some large investors are handling the subject. A return to arms: how asset owners are reevaluating their defence exclusions,…
Are Companies Allowed to Put Ethics First?
“Companies are foregoing profits to do the right thing—a dicey decision that could bring lawsuits from shareholders, depending on how it’s presented, says Santiago Mejia, PhD, a professor of law and ethics in the Gabelli School of Business.” [COMPANIES] This is an informative read on ethical behaviour in business. Are Companies Allowed to Put Ethics…
Why cheap power could matter more than clean power in the push for net zero
“The government is obsessed with cleaning up electricity generation, even though it accounts for a far smaller total of our emissions – around 10%. So that obsession is pushing up the price of electricity and making it more expensive for people to switch to a heat pump or electric vehicle.” [COMMENTARY] It’s now abundantly clear…

