ESGU News and Press, iShares ESG MSCI USA ETF From 08/12/21

What we’ve seen this year is an exceptionally high rate of earnings growth across markets, but that’s not going to persist. It’ll start to moderate as we move into the second half of this year and slow further as we get into next year. And companies are going to b...

UN report: The last decade was hotter than any period in 125,000 years, and humans are responsible. UN Secretary General called the report a "Code Red" for humanity and the death knell for fossil fuels. Shokeen: We project there will be rapid changes in the energy sector. Fo...

Since mid-May, the global rallies in Value and Size factors have cooled, and Quality has staged a robust comeback. The burst in reopening optimism last fall spurred a sharp rotation from Quality into Value, which is more heavily weighted to cyclically sensitive industries poised to pr...

Total AUM for ESG/SRI funds is roughly $537.1 billion - 75% represented by actively managed funds. Actively managed funds make up the majority of AUM for both the equity (68%) and fixed income (94%) universe. Passive ESG/SRI equity funds have attracted $65.8 billion in net new mon...

During Refinitiv Lipper’s fund-flows week ended July 28, 2021, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in seven, pumping in $29.0 billion. Exchange-traded equity funds recorded $9.4 billion in weekly n...

For the first time in seven weeks, market participants were overall net buyers of fund assets, including both conventional funds and exchange traded funds totaling $29B as presented in the latest Refinitiv Lipper U.S. fund flow insight report for the week of July 28, 2021. In dissecting the d...

The industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today. As a relatively new area of risk analysis, climate data is still developing; cons...

The historic valuation gap between global Value and Growth stocks finally began its reversal. Despite pockets of outrageously overvalued Growth stocks being de-rated in Q1 and Q2, we still believe we are in a Growth bubble. Speculative behavior is rampant. We firmly believe that v...

For Q2 2021, the average equity fund and taxable fixed income fund posted a 6.36% and 1.55% return, respectively. Nonetheless, in a quasi-flight to safety and continued search for yield, bond investors pushed the 10-year Treasury yield down 29 basis points (bps) for Q2 to 1.45%. L...

I think that ESG investing could be some combination of a fad and a strategic play on long-term regulatory arbitrage. The main benefit of ESG investing is probably not to "trade the fad", however, but to benefit from the de-risking associated with excluding the "bad" companies (from a...