ESG

Canceling Federal Oil and Gas Leases Isn’t about Climate Change

By Benjamin Zycher May 16, 2022

‘Climate change’ has become the default excuse for any number of adverse events — no further explanations needed — including many unrelated to climate.

ESG, Energy, and War: BlackRock’s Nod to Reality

By Andrew Stuttaford May 14, 2022

The week of May 9: BlackRock’s tricky path, inflation, carbon tariffs, baby formula, and much, much more.

Index Funds: ESG or Consumer Welfare? Choose One

By Andrew Stuttaford May 7, 2022

The week of May 2: index funds and antitrust, as well as inflation, Hawaii’s pandemic, and more.

When Conflicting Recommendations on ESG Are Not a Conflict

By Andrew Stuttaford May 3, 2022

ESG is the antithesis of what most investing is supposed to be about, which is the generation of economic return.

NR PLUS

ESG, a Ratings Agency, and Utah

By Andrew Stuttaford April 23, 2022

The week of April 18: rating a ratings agency’s ESG ratings, inflation, taxation, Twitter, Disney, and much, much more.

Twitter/Musk: Investment Managers and Other People’s Money

By Andrew Stuttaford April 20, 2022

Managers of non-ESG funds should stick to the task set for them by their clients and not try to decide what is good or bad for society.

Climate Activists and Games with Language

By Andrew Stuttaford April 15, 2022

The games that climate-change activists play with language are an interesting sub-genre of the propagandist’s art.

ESG — A Mystery and a Shock Poll

By Andrew Stuttaford April 10, 2022

Unilever’s shares have underperformed ‘despite’ its ESG approach. Gee, that’s a mystery.

Energy Policy: Germany and the U.K. — Two Bad Examples

By Andrew Stuttaford April 7, 2022

For quite some time, different countries have been choosing different ways to fail in their energy policy.

ESG or China: Pick One

By Andrew Stuttaford April 7, 2022

Before too long, there will need to be a great deal more discussion about the extent of the West’s economic relationship with China