Deep dive: Where is the value in ESG investing?

In the latest episode of The Responsible Investor Podcast, industry veteran Lee Clements discusses the remarkable resilience of sustainability as an investment strategy.


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After two years of rising commodity prices, surging energy sector profits and intensifying anti-ESG rhetoric in the US, it is easy to get the impression that investors are losing their appetite for sustainability.

But industry veteran Lee Clements, now head of applied sustainable investment research at FTSE Russell, says reports of the death of ESG investing have been greatly exaggerated.

In this episode of The Responsible Investor Podcast, he talks to RI editor Lucy Fitzgeorge-Parker about the numbers behind the headlines, looking at how fund flows have evolved over the past four years, which strategies and sectors have proved most resilient, and why investors should welcome the end of the “ESG hype”.

Key topics include the outlook for transition finance [time stamp 14:01], how sustainability funds traditionally fare at times of market meltdown [24:00], and the sustainability case for tech stocks [26:58].