Sustainability & Energy Transition
1st Topic of the Week: ESG Investing Still Has Limited Value – The performance of many ESG funds is being driven by their tech overweight,
March 1, 2024
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1st Topic of the Week: ESG Investing Still Has Limited Value – The performance of many ESG funds is being driven by their tech overweight,
Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant hurdles.
US oil and gas
ESG investing is dying, not because of “anti-woke” but because of poor definition
The idea has been focused on making investors feel good versus doing
Do the UK pension funds attacking Shell and bp risk giving life to an anti-woke/anti-ESG movement in Europe? When bp announced its change in strategy
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