Research Articles

Unlocking the “S” in capitalism
Social issues have typically been overshadowed by other aspects of the sustainability story such as climate. That’s changing. The Covid-19 pandemic has shone a light on inequalities in access to basic essentials and life opportunities – and the solution calls for a new brand of capitalism.

abrdn: Equities and Sustainability: was 2022 the death of ESG?
On the topic of ‘sustainability’, David Smith answers the provocative question: ‘was 2022 the death of ESG?’

Schroders: Are more sustainable companies more expensive?
Do firms with sustainable practices trade at higher valuations? Our data highlights some eye-catching trends.

Franklin Templeton: ESG Disclosures: Looking Beyond the Surface
Sustainable investing is more than about seeking companies with top-notch environmental, social and governance (ESG) profiles.

Amundi: Shifts & Narratives - The Green risk premium and the performance(s) of ESG investing
The question of the green risk premium and ESG performance is on everyone’s lips. This question is related to several other issues that can be summarised as follows: What is the impact of climate investing on portfolios’ returns? Is there a bubble in the ESG investing market? Do investors face a crowding of green assets risk? Can we speak about an ESG risk premium? Is ESG a new risk factor?

Fidelity International: Positive link between ESG and dividend growth
We recently analysed the relationship between sustainability and dividend payments to shareholders. Our findings suggest ESG leaders are more likely than ESG laggards to offer attractive levels of long-term dividend growth across a range of economic scenarios.

BNP Paribas AM: Getting along – Can investors influence geopolitics to improve climate action?
The outcome of the 2021 COP26 climate conference showed that, despite nations planning their own environmental efforts, collective climate action is difficult to foster. What does this mean for investors? Is there any way governments can be swayed into working together more effectively?

Eastspring Investments: Deriving value from Japan’s ESG potential
Japan’s unique geography, culture and mixed ESG performance suggest there is room for further improvement in sustainability practices. This creates opportunities for long-term value investors who not only have the discipline to undertake rigorous due diligence, but the patience to engage management to drive better sustainability outcomes.

Schroders: Earth Day 2022 Q&A: Everything you need to know
More than 50 years since Earth Day was first observed, we examine its history and this year’s theme of “invest in our planet”.

Lion Global Investors: Celebrating Earth Day (April 2022)
Earth Day began more than three decades ago to raise awareness about environmental issues and the need to protect Earth against the harmful effects of water and air pollution.