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By Alamin Hussain 23-06-2020
In: top-picks | ESG & Climate Change

BlackRock quantifies positive externalities of Green Bonds, and William Blair sees the accelerating ESG adoption globally

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The Race to Zero (BlackRock, 6 min read) A hypothetical portfolio tracks the Bloomberg Barclays Global Green Bond Index with $1mn invested. It is shown to have a favourable impact on renewable energy generated (1073 MWh/year), water-savings (441m3/year), emissions avoided (1843 tco2 / year), preservation of land (38 hectares) and other benefits.

Mind your ES and G.’s (Wells Fargo Asset Management, 5 min read) ‘Global industry factors can typically explain about 15% of the variation in stock returns. In March 2020, ESG factors continued to have the ability to explain returns, and the explanatory power increased from its historical average of 5.8% to 10.1%’.

COVID-19 Drives ESG Demand (William Blair, 5 min read) William Blair sees ESG integration in equity and fixed-income portfolio continuing to grow. These trends will go beyond Europe because society has become more sensitive to how companies treat their employees, customers, suppliers and community (healthcare support) amid the COVID crisis.