ECLN News and Press, First Trust Exchange-Traded Fund IV - First Trust EIP Carbon Impact ETF From 10/05/22

Summary The environmental factors (E) in ESG are dominated by measures of carbon emissions, energy and net zero, but less attention is paid to the use of materials and waste. This, in turn, is reflected in the relatively poor quality of data and associated metrics on waste and rec...

Summary We expect macro headwinds will continue to pressure U.S. corporate earnings in the coming months. We expect earnings expectations to decline as multinational firms realize foreign exchange headwinds that accelerated over the past year. Investors can avoid undue interna...

Summary Sustainability-oriented investors should expect to find some unexpected holdings in their portfolio when they choose products with a swap-based (synthetic) index replication approach. One needs to bear in mind that the preferences of investors define what a sustainable inv...

Summary It is not clear what a new market design would look like, but many politicians have called for price caps, albeit in many different forms. The merit order ensures that the cheapest technologies enter the market first but implies that the price is set by the most expensive ...

Summary As the next phase of SFDR disclosure begins, January 2023 marks an important milestone in the regulation of ESG in the EU. Most asset managers and other buy-side firms have been busy preparing for SFDR reporting for many months. One of the big challenges of SFDR is dat...

Summary Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system. Tracking the reality of the environmental implications will be critical to companies mitigating risk and capitalizing on op...

Summary England and Europe’s near-total reliance on Russia for their energy needs has prices spiking massively the last several months. We are starting to see the latest government bailouts - those of utilities. We feel that the only real consequential downside moves in the...

Summary The Utilities sector has been a source of safety and even some positive returns in a volatile 2022. Sempra, focused in the Southwest and Texas, sports robust EPS growth through diversified avenues. A year-to-date winner, SRE's chart looks bullish as the stock settled l...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary Jackson Hole reset expectations to focus more on inflation. The U.S. dollar should stabilize over the medium-term amid hawkishness from other central banks and slowing economic data. At stake is Europe’s ability to refill their storage tanks ahead of winter. ...