News & Commentaries
A Sustainable Future: Professor Kelly Shue, Yale University School of Management, on Counterproductive Sustainable Investing
“When can sustainable investing be counterproductive? Listen to Jason Mitchell discuss with Professor Kelly Shue, Yale University School of Management, why brown firms—not green firms—will drive the greatest emissions savings, how the cost of capital can be a powerful lever for behaviour change, and why it’s vital that sustainable investors move more towards energy transition-type…
Net zero and its discontents: behavioural economist David Lewis on ESG
“Behavioural economist Dr. David Lewis explains the backlash ESG is facing in North America, and suggests how to counter it.” [COMMENTARY] This is a good article to understand what to say to those anti-ESG types! Net zero and its discontents: behavioural economist David Lewis on ESG, by Isaac Hanson, September 15, 2023, Private Banker International,…
Governance tops global investors’ sustainable investment priority lists
“The ‘G’ of ESG has become the top priority for investors in 2023, although there has been an overall drop in the implementation of sustainable investment generally, FTSE Russell has found.” [COMMENTARY] It’s unsurprising that ‘governance’ tops sustainable investment priority lists. Governance is the foundation upon which a business thrives — or collapses. Environmental and…
Avoiding Stranded Assets: risk aversion in oil development
“Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e., assets that fail to generate the returns expected when sanctioned. The data evidence some level of risk averse behavior by industry over the past decade, yet some are advocating that industry returns to its old ways; this could be a mistake.”…
A More Impactful Strategy for Sustainable Investing
“The effectiveness of sustainable investing has been challenged, with critics like Tariq Fancy describing it as a mere placebo. Amidst rising skepticism and stricter disclosure requirements, a deeper dive reveals that traditional methods of influencing companies, namely ‘voice’ (shareholder engagement) and ‘exit’ (portfolio screening), are not exhaustive. Through a comprehensive review of over 3,500 research…
Nature, our most precious asset
“The ECB’s recent research estimated that approximately 72% of companies in the euro area are highly dependent on nature, while almost 75% of bank loans to companies in the euro area are granted to those with a high dependency on ecosystem services provided by nature.” [COMMENTARY] Corporate financial statements will — in the not-so-distant future…
