Auch die ESG-Blase wird platzen (Seite 9)
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14.12.
Cliff Asness’s AQR Adds Short-Selling Twist to ESG Investing
https://finance.yahoo.com/news/cliff-asness-aqr-adds-short-2…
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Quant powerhouse AQR Capital Management LLC is planning a new ESG-focused mutual fund that will not only favor the best-behaved companies, but also punish the worst by betting against them.
The AQR Sustainable Long-Short Equity Carbon Aware Fund (ticker QNZNX) will build a long-short portfolio of U.S. and foreign stocks based on ESG criteria, according to a Tuesday filing. The product will also pursue a “net zero” carbon positioning target, it said.
The offering appears to be the first of its kind. Historically funds targeting investments with higher environmental, social and governance standards have tended to exclude bad actors, or pursued a policy of engagement -- seeking to use shareholder power to effect change.
The new product will instead bet against the bad companies while backing the good. The idea is essentially to use the short-selling portion of the portfolio as a disciplinary tool to encourage more sustainable behavior.
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Cliff Asness’s AQR Adds Short-Selling Twist to ESG Investing
https://finance.yahoo.com/news/cliff-asness-aqr-adds-short-2…
...
Quant powerhouse AQR Capital Management LLC is planning a new ESG-focused mutual fund that will not only favor the best-behaved companies, but also punish the worst by betting against them.
The AQR Sustainable Long-Short Equity Carbon Aware Fund (ticker QNZNX) will build a long-short portfolio of U.S. and foreign stocks based on ESG criteria, according to a Tuesday filing. The product will also pursue a “net zero” carbon positioning target, it said.
The offering appears to be the first of its kind. Historically funds targeting investments with higher environmental, social and governance standards have tended to exclude bad actors, or pursued a policy of engagement -- seeking to use shareholder power to effect change.
The new product will instead bet against the bad companies while backing the good. The idea is essentially to use the short-selling portion of the portfolio as a disciplinary tool to encourage more sustainable behavior.
...
2.12.
Japan Is Backing Oil and Gas Even After COP26 Climate Talks
https://finance.yahoo.com/news/japan-backing-oil-gas-even-23…
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Government officials have been quietly urging trading houses, refiners and utilities to slow down their move away from fossil fuels, and even encouraging new investments in oil-and-gas projects, according to people within the Japanese government and industry, who requested anonymity as the talks are private.
The officials are concerned about the long-term supply of traditional fuels as the world doubles down on renewable energy, the people said. The import-dependent nation wants to avoid a potential shortage of fuel this winter, as well as during future cold spells, after a deficit last year sparked fears of nationwide blackouts.
Japan joined almost 200 countries last month in a pledge to step up the fight against climate change, including phasing down coal power and tackling emissions. However, the moves by the officials show the struggle to turn those pledges into reality, especially for countries like Japan which relies on imports for nearly 90% of its energy needs, with prices spiking partly because of the world’s shift away from fossil fuel investments.
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Japan Is Backing Oil and Gas Even After COP26 Climate Talks
https://finance.yahoo.com/news/japan-backing-oil-gas-even-23…
...
Government officials have been quietly urging trading houses, refiners and utilities to slow down their move away from fossil fuels, and even encouraging new investments in oil-and-gas projects, according to people within the Japanese government and industry, who requested anonymity as the talks are private.
The officials are concerned about the long-term supply of traditional fuels as the world doubles down on renewable energy, the people said. The import-dependent nation wants to avoid a potential shortage of fuel this winter, as well as during future cold spells, after a deficit last year sparked fears of nationwide blackouts.
Japan joined almost 200 countries last month in a pledge to step up the fight against climate change, including phasing down coal power and tackling emissions. However, the moves by the officials show the struggle to turn those pledges into reality, especially for countries like Japan which relies on imports for nearly 90% of its energy needs, with prices spiking partly because of the world’s shift away from fossil fuel investments.
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Antwort auf Beitrag Nr.: 69.648.114 von faultcode am 20.10.21 12:00:17es sollen wohl immer die anderen in "ESG" investieren...
...denn selber macht man dieses:
7.12.
BlackRock Co-Leads $15.5 Billion Aramco Gas Pipelines Deal
https://finance.yahoo.com/news/blackrock-led-group-wins-15-1…
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A group co-led by BlackRock Inc. will invest $15.5 billion in Saudi Arabia’s natural-gas pipelines as the kingdom opens up more to foreign companies and looks to fund a huge increase in fossil-fuel production.
The consortium will buy a 49% stake in a new entity that holds 20-year leasing rights over pipelines carrying Saudi Aramco’s gas across the country. Hassana Investment Co., controlled by the Saudi government’s pension fund, will head the group alongside BlackRock Real Assets.
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Zitat von faultcode: 20.10.
BlackRock Says Active Managers Should Seize ESG to Beat Market
https://finance.yahoo.com/news/blackrock-says-active-manager…
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...denn selber macht man dieses:
7.12.
BlackRock Co-Leads $15.5 Billion Aramco Gas Pipelines Deal
https://finance.yahoo.com/news/blackrock-led-group-wins-15-1…
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A group co-led by BlackRock Inc. will invest $15.5 billion in Saudi Arabia’s natural-gas pipelines as the kingdom opens up more to foreign companies and looks to fund a huge increase in fossil-fuel production.
The consortium will buy a 49% stake in a new entity that holds 20-year leasing rights over pipelines carrying Saudi Aramco’s gas across the country. Hassana Investment Co., controlled by the Saudi government’s pension fund, will head the group alongside BlackRock Real Assets.
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Antwort auf Beitrag Nr.: 69.951.800 von faultcode am 18.11.21 00:33:43
ABER: Tesla ist (zunächst) nicht dabei:
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The new fund will start by holding 185 stocks on an equal-weight basis. Apple Inc., Facebook parent Meta Platforms Inc. and Tesla Inc. are among companies that will be excluded from the fund initially.
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aber GM
Invesco ESG S&P 500 Equal Weight ETF -- $RSPE: https://www.invesco.com/us/financial-products/etfs/product-d…
RSPE, E für ESG --- abgeleitet von RSP, Invesco S&P 500 Equal Weight ETF
LOL -- nur einen Tag später ist Invesco mit einem solchen ETF draußen: https://finance.yahoo.com/news/invesco-starts-sustainability…ABER: Tesla ist (zunächst) nicht dabei:
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The new fund will start by holding 185 stocks on an equal-weight basis. Apple Inc., Facebook parent Meta Platforms Inc. and Tesla Inc. are among companies that will be excluded from the fund initially.
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aber GM
Invesco ESG S&P 500 Equal Weight ETF -- $RSPE: https://www.invesco.com/us/financial-products/etfs/product-d…
man kann immer noch nicht genug von solchen Indizes und später ETF's bekommen:
https://twitter.com/DeItaone/status/1460972494626697221
https://twitter.com/DeItaone/status/1460972494626697221
Trading Spotlight
auch ein schnöder Erdöl-Refiner bekommt von MSCI die Note "A" für seine ESG-Bemühungen:
=> sowas kann also so gut wie jeder bekommen und dann seine Aktien oder Anleihen in ESG-konforme-Portfolios packen lassen
"A" ist hier gehobener Durchschnitt:
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What is an MSCI ESG Rating?
https://www.msci.com/our-solutions/esg-investing/esg-ratings
=> sowas kann also so gut wie jeder bekommen und dann seine Aktien oder Anleihen in ESG-konforme-Portfolios packen lassen
"A" ist hier gehobener Durchschnitt:
...
What is an MSCI ESG Rating?
https://www.msci.com/our-solutions/esg-investing/esg-ratings
Diversity and Inclusion-Loser of the Year
-- hier ist sie noch zu finden, die "zu weiß, zu deutsch, zu männlich" (*) Führungstruppe bei der KATEK SE, München:
https://katek-group.de/ueber-katek/management/
https://www.wallstreet-online.de/aktien/katek-aktie
<das ist kein Votum über die allgemeinen Qualitäten dieses Unternehmens oder zur Aktie. Ich schreibe das extra dazu, weil sowas gerne missverstanden wird>
(*) Peter Löscher, Ex-Siemens
-- hier ist sie noch zu finden, die "zu weiß, zu deutsch, zu männlich" (*) Führungstruppe bei der KATEK SE, München:
https://katek-group.de/ueber-katek/management/
https://www.wallstreet-online.de/aktien/katek-aktie
<das ist kein Votum über die allgemeinen Qualitäten dieses Unternehmens oder zur Aktie. Ich schreibe das extra dazu, weil sowas gerne missverstanden wird>
(*) Peter Löscher, Ex-Siemens
Realpolitik:
25.10.
Drilling shutdown would mean end of green transition, Norway PM warns
Labour leader Jonas Gahr Store tells the FT that the country’s $1.4tn oil fund is ‘political’
https://www.ft.com/content/cbf5bc66-660f-46da-a4f7-4f26eb752…
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Norway’s new prime minister has defended his country’s oil and gas industry by emphasising its shutdown would scupper the transition to greener industries such as renewable energy.
In his first newspaper interview as prime minister, Jonas Gahr Store told the Financial Times that if Norway, the biggest provider of gas to Europe behind Russia, were “out of business shortly” then the continent would struggle to reach its green goals too.
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25.10.
Drilling shutdown would mean end of green transition, Norway PM warns
Labour leader Jonas Gahr Store tells the FT that the country’s $1.4tn oil fund is ‘political’
https://www.ft.com/content/cbf5bc66-660f-46da-a4f7-4f26eb752…
...
Norway’s new prime minister has defended his country’s oil and gas industry by emphasising its shutdown would scupper the transition to greener industries such as renewable energy.
In his first newspaper interview as prime minister, Jonas Gahr Store told the Financial Times that if Norway, the biggest provider of gas to Europe behind Russia, were “out of business shortly” then the continent would struggle to reach its green goals too.
...
20.10.
BlackRock Says Active Managers Should Seize ESG to Beat Market
https://finance.yahoo.com/news/blackrock-says-active-manager…
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“We believe that incorporating sustainable data into the investment decision-making process can help investors find an edge in determining which securities might be poised to outperform,” said the authors, including Rich Kushel, head of the portfolio management group, and Eric Van Nostrand, head of research for sustainable investments and multi-asset strategies. “Relying only on self-reported corporate ESG data points is limiting in our view.”
BlackRock executives maintain that global capital markets are about to witness a massive shift of money into products that promise ESG goals. Of the $98 billion in long-term net flows that the firm took in last quarter, about one third, or $32 billion, went into sustainable funds -- a quarterly record, the company said.
BlackRock also said Tuesday that it is starting nine new funds and re-purposing seven equity and fixed income funds with specific ESG criteria in their objectives.
BlackRock Says Active Managers Should Seize ESG to Beat Market
https://finance.yahoo.com/news/blackrock-says-active-manager…
...
“We believe that incorporating sustainable data into the investment decision-making process can help investors find an edge in determining which securities might be poised to outperform,” said the authors, including Rich Kushel, head of the portfolio management group, and Eric Van Nostrand, head of research for sustainable investments and multi-asset strategies. “Relying only on self-reported corporate ESG data points is limiting in our view.”
BlackRock executives maintain that global capital markets are about to witness a massive shift of money into products that promise ESG goals. Of the $98 billion in long-term net flows that the firm took in last quarter, about one third, or $32 billion, went into sustainable funds -- a quarterly record, the company said.
BlackRock also said Tuesday that it is starting nine new funds and re-purposing seven equity and fixed income funds with specific ESG criteria in their objectives.
19.10.
Europe’s Fund Managers Hit by ESG Doubts as Share Prices Sag
https://www.bnnbloomberg.ca/europe-s-fund-managers-hit-by-es…
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Shareholders are treating European asset managers with caution amid signs the industry is facing a regulatory crackdown on its claims around environmental, social and governance investing, according to a fresh analysis.
The share prices of asset managers in Europe “have unexpectedly disconnected” from their estimated earnings, according to Mandeep Jagpal, an analyst at RBC Capital Markets in London. Consensus earnings are up 7% since the end of the second-quarter reporting period, while share prices across the industry have fallen by 8%, he said in a client note on Tuesday.
After years of unchecked ESG claims, the fund management industry now faces a much tougher regulatory environment as authorities try to eradicate greenwashing. The seriousness with which regulators are tackling potentially misleading claims of green investing became clear in late August, when it emerged that Deutsche Bank AG’s asset management arm DWS Group was being investigated in the U.S. and Germany. DWS, which has denied it misstated the scope of its ESG business, has yet to recover from a 14% share-price slump triggered by an investor panic.
Because of the DWS example, the “implications of potential wider regulatory interventions into ESG across the sector may be acting as an overhang on the share prices,” Jagpal said.
...
Europe’s Fund Managers Hit by ESG Doubts as Share Prices Sag
https://www.bnnbloomberg.ca/europe-s-fund-managers-hit-by-es…
...
Shareholders are treating European asset managers with caution amid signs the industry is facing a regulatory crackdown on its claims around environmental, social and governance investing, according to a fresh analysis.
The share prices of asset managers in Europe “have unexpectedly disconnected” from their estimated earnings, according to Mandeep Jagpal, an analyst at RBC Capital Markets in London. Consensus earnings are up 7% since the end of the second-quarter reporting period, while share prices across the industry have fallen by 8%, he said in a client note on Tuesday.
After years of unchecked ESG claims, the fund management industry now faces a much tougher regulatory environment as authorities try to eradicate greenwashing. The seriousness with which regulators are tackling potentially misleading claims of green investing became clear in late August, when it emerged that Deutsche Bank AG’s asset management arm DWS Group was being investigated in the U.S. and Germany. DWS, which has denied it misstated the scope of its ESG business, has yet to recover from a 14% share-price slump triggered by an investor panic.
Because of the DWS example, the “implications of potential wider regulatory interventions into ESG across the sector may be acting as an overhang on the share prices,” Jagpal said.
...
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