ESGN News and Press, Columbia Sustainable International Equity Income From 10/03/22

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 YTD, the S&P 500 is now down 24% while bonds have their own double-digit losses. Like stock valuations, currency valuations aren’t great timing tools but over a 3-year period after becoming undervalued, the outperformance is strong. Consumer defensive stocks...

Summary Today’s extremely competitive environment requires diverse thinking and problem solving to find great opportunities. Diversity, equity and inclusion (DEI) practices create a platform for differentiation for firm performance and add to an asset manager’s botto...

Summary In a time of uncertainty, we believe that quality is the key to investing in equities. But to consistently find companies that meet high-quality standards requires research, judgment and investing skill. In this paper, we identify the characteristics that can help guid...

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 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 Mining can have adverse environmental consequences. It often requires large surface areas, which can damage biodiversity, and processing can cause high emissions as well as water and soil pollution. Host communities of the natural resource sector are vulnerable to potentia...

As investors continue down their decarbonization journey, we expect the industry to focus not only on the level of carbon reductions, but also how those reductions are achieved. As an investor, there are three potential ways to lower the carbon footprint of your portfolio. These a...

A climate mitigation policy mix of carbon taxes, green subsidies, and infrastructure investment could reduce global balances by a quarter by 2027. Global interest rates are also likely to fall in the longer term because of the decline in investment in fossil fuels, following an initia...