Category ESG

Interesting week that was…

The successful mass pushback on the European Super League may seem a minor issue contained in the sports arena, but it highlights growing voter dissatisfaction with politics, wealth inequality, questions who will pay for funding recovery, and just how much longer the speculative bubbles can continue as the world changes.

There is a great pestilence [still] upon the land

Markets are celebrating spring, rebirth and recovery. The problem is the pandemic is not over, and may continue to cast is baleful malice over markets for decades. Meanwhile… would you appoint an ESG-compliant, full-on Woke gender & diversity championing Head-hunter to find you the next killer quant-trader?

Just how distorting could ESG prove?

As vaccine wars hot up and markets worry about interest rates and central bank action, the theme of price distortion continues to unsettle valuations. One aspect of distortion is in the increasing weight being put on ESG metrics – which should be market positive, but look to be vulnerable to Woke-like “doubleplusungood” groupthink, potentially further distorting markets.