The Contrarian Investor: Food - the new ESG battleground?

The Contrarian Investor: Food - the new ESG battleground?

There is something of a yawning disconnect between investment rhetoric and portfolio reality when it comes to the knotty issues of ethical and sustainable investing. Lots of financial professionals nod wisely about the importance of ESG factors, and then proceed to do absolutely nothing about them.

But the recent plight of bank stocks should alert us to the reality that changing attitudes towards corporate governance and best behaviour does have an impact on share prices, especially once the government and state lawyers get involved.  Only this week, for instance, Deutsche Bank's shares closed even lower, after falling from a 12-month high. Its woes are, of course, multi-faceted but huge fines ($14bn) are a crucial part of the narrative. Slightly undesirable business practices might not panic some investors but fines are increasingly turning into the new dynamic for ESG. BP's sh...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Investment

European-focused investment grade and high yield credit have highest inflows since April 2020.

Fixed income dominates ETF flows in July

Accounted for $32.5bn

clock 08 August 2022 • 2 min read
“Rates are going above 4% - today's number should put to bed any doubters.” - Seema Shah, chief strategist at Principal Global Investors

Further 75 basis points hike 'almost a done deal' as US labour figures beat expectations

More than double predictions

James Baxter-Derrington
clock 05 August 2022 • 2 min read
The Big Picture: What were the biggest stories from July?

The Big Picture: What were the biggest stories from July?

Recapping the top stories

James Baxter-Derrington
clock 04 August 2022 • 1 min read