Analysis
Is ESG just hype?
ESG investors want to “do well and do good”. However, ESG equity funds have been underperforming traditional funds since last year and growth is slowing down in many regions. The “do well” part is not adding up as expected and has raised concerns.
ESG funds ready for take off in China
China has seen a significant uptake of ESG funds over the past two years even though it is a late starter to the game. Its blueprint for national development is pushing ESG into the mainstream for both institutional and retail investors. However, the country’s ESG journey will be on its own terms, based on its own needs and characteristics.