Can the U.S. Antitrust Laws Stop ESG investing?
Opinion: ESG is gaining traction as a political issue and in the process, arguments have surfaced that ESG initiatives may be subject to anti-competitive practices. The politicization of ESG investing is introducing additional business uncertainties and risks with financial consequences, including potential legal liabilities and reputational issues ESG investing is gaining traction as a political… Continue reading about Can the U.S. Antitrust Laws Stop ESG investing?
Stocks, bonds and funds notched increases in November
The Bottom Line: Stocks, bonds and sustainable mutual funds and ETFs gained in November as well as all selected ESG screened indices across asset classes. Stocks, as measured by the large cap S&P 500 Index, added another 5.6% last month after registering a gain of 8.1% in October Stocks and bonds both notched increases in… Continue reading about Stocks, bonds and funds notched increases in November
Green bond funds add assets following two months of declines
The Bottom Line: Reversing two consecutive months of declines, thematic green bond funds gained $29.4 million in November 2022 while total return performance lagged benchmarks. November Summary Reversing two months of declines in net assets under management, the segment of thematic green bond funds, consisting of four mutual funds and three ETFs that offer investors… Continue reading about Green bond funds add assets following two months of declines
Stocks gained 8.1% in October, but bonds dropped 1.3% on higher rates
The Bottom Line: The outperformance of selected ESG indices continue to narrow and long-term results are expected to converge and align with their conventional counterparts. Stocks bounced back in October with a gain of 8.1% while bonds gave up 1.3% as interest rates rose Stocks bounced back in October, benefiting from corporate earnings reports that… Continue reading about Stocks gained 8.1% in October, but bonds dropped 1.3% on higher rates
What does the FTX debacle have to do with ESG?
The Bottom Line: The FTX Trading Ltd. debacle, like previous implosions due to governance failures and fraud, should give ESG integration skeptics pause for thought. Summary According to published accounts, the rapid bankruptcy filing of FTX Trading Ltd., an exchange for trading cryptocurrencies founded in 2020 by Sam Bankman-Fried, and more than 100 related entities,… Continue reading about What does the FTX debacle have to do with ESG?
Green bond funds experience withdrawals for the second consecutive month
The Bottom Line: Favorable green bond fund results tend to converge around selected funds that are managed effectively and are offered at low-to-lower expense ratios. October Summary The small segment of thematic green bond funds, consisting of four mutual funds and three ETFs that offer investors exposure to environmental projects and investments while seeking market-based… Continue reading about Green bond funds experience withdrawals for the second consecutive month
Stocks and bonds register steep declines in September 2022
The Bottom Line: Registering their steepest 2022 declines so far, stocks and bonds dropped 9.21% and 3.48% while ESG indices continued to narrow outperformance spread. Stocks and bonds registered their steepest monthly declines so far this year in September The reality of higher interest rates that are now expected to continue well into 2023 (the… Continue reading about Stocks and bonds register steep declines in September 2022
Q&A: What is ESG investing and ESG integration?
The Bottom Line:ESG investing has morphed from ESG integration to encapsulate socially responsible investing considerations. Lack of standards has led to widespread misunderstanding and confusion. Introduction ESG investing is a term that morphed over the last several years from ESG integration, a particular form of sustainable investing strategy, to encapsulate various approaches making up sustainable… Continue reading about Q&A: What is ESG investing and ESG integration?