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...
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