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

According to a recent report released by the OECD, the Russian invasion of Ukraine, if prolonged, could knock 1.1 percentage points off the global GDP for 2021, while increasing global inflation by 2.5 percentage points over an already lofty inflation level. The damage won’t be...

Based on new hopes for a peaceful Ukrainian/Russian resolution to their nearly month-long war, the world is cautiously optimistic. Although China has been trying to help Russia avoid economic sanctions, China is struggling with its own debt problems from Evergrande, slowing economic g...

Small-cap companies, and many teams that analyze them, are behind the curve when it comes to the implementation of ESG-friendly practices and analysis, making it largely uncharted territory. As more small companies utilize ESG business practices and investors become more adept at eval...

Sustainable investing typically considers ESG factors in portfolio selection and management, and there are numerous, robust ESG-managed products that are positively differentiated and credible. Some strategies will appear to have greener credentials, such as a lower carbon footprint o...

US valuations remain very high despite a recent selloff across the market cap spectrum. Developed foreign markets retreated to reasonable PE10 levels. Emerging market valuations have not budged much even with a more than 20% drop since February 2021. For further details see:...

Since regulatory guidelines are vague, asset managers must provide a clear framework to show how their products fit sustainable investing classifications. Article 8 and 9 portfolios should actively integrate ESG issues throughout the investment process, with consistent and repetitive ...

We see the Ukraine war reducing global growth, increasing inflation and putting central banks in a bind. We prefer developed stocks in the inflationary backdrop. Stocks led by European equities bounced from 2022 lows last week, as oil prices came off highs. The European Central Bank a...

Putin’s gamble, and the West’s response, has brought into view one of the few existential tail risks that isn’t a Black Swan: the risk of an escalation into war between Russia and NATO, and the exchange of nuclear weaponry. We also know that the war between Ukrain...

An ESG evaluation process focused on an increasing rate of ESG adoption provides more insight and better returns than using standardized ratings or exclusions. As the war in Ukraine highlights, diversifying energy sources can improve global economic stability. Companies’ re...

The humanitarian tragedy we are witnessing in Ukraine has shocked the world. We can no longer take for granted the peace and security that has largely prevailed in Europe since the Soviet Union collapsed over 30 years ago. European countries have increased their reliance on energy imp...