Best Research Ideas

Global Insights – Make a Change: ESG’s Influence on Equity Flows, Asset Returns & Stockpicking

Jefferies analyzes the ESG landscape as it continues to gain importance in the investing community. In this deep dive report, Jefferies notes: ESG is one of the only areas with consistent inflows, a trend that is expected to continue as millennials build wealth; performance for ESG funds has been better than the overall trend; key themes to watch and methodologies for analyzing investments with ESG in mind. In addition, Jefferies points out that ESG investing could develop its own version of risk on/risk off based on differences in consistency, capital intensity, complexity and credibility.

Laurence Alexander, U.S. Equity Research – Chemicals and Steven DeSanctis, U.S. Equity Strategist