Are Stock Market Rotations Damaging ESG Strategies?
This week Real Vision's Jamie McDonald uses Refinitiv's best-in-class data to look at recent stock market rotations and whether ESG strategies might continue to suffer at the hands of surging commodity demand. Some indicators are warning of a potential slowdown which could have wide-ranging implications for both value and growth sectors. In the Chatter, Cornelia Andersson of LSEG discusses the global M&A landscape and whether the recent pullback in ESG strategies has dented institutional demand for sustainable investing.
Jamie MacDonald, Refinitiv