Green

Green Shock? Stock Market Overreactions to Bad ESG News

November 23, 2023

We live in an era of responsible and sustainable investment, with environmental, social, and governance (ESG) considerations assuming ever-increasing importance and priority in investment decision making and portfolio construction. Between…

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Green Carrots and Sticks: Incentivizing Climate Solutions

Michael S. Falk, CFA, and Joachim Klement, CFA, are the co-authors of Capitalism for Everyone from the CFA Institute Research Foundation. Climate change remains a key issue to solve in…

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Green and Renewable Energy: Not So Fast?

β€œThe energy and digital transition will devastate the environment in untold ways. Ultimately, the environmental price of building this new civilization is so staggering that there is no guarantee you…

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The Auto Sector’s Green Transition: Three Roads to Lower Returns?

November 12, 2023

Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular. Here is how I see it. 1. Pricing is…

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