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Comparing booming ESG funds: Eye on the World 23/07/20

23/07/2020
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Commodities Emerging Markets Estratégia em ações Geopolitics Macroeconomia Abertura do dia Política Suprimentos

Markets supported by US earnings momentum, fiscal deal upside risk, and new corporate bond yield lows, ignoring renewed China tension and 1k+ US virus deaths.

HOT TOPICS looks at the strong growth of ESG passive funds, outperforming broader indices and with surging AUM. They are US focused, tech heavy, constructed to maximise ESG exposure, but also have low tracking error, and overlap with quality styles. Is a low correlation between rating providers given reporting and taxonomy short-comings.

16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library

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