Firstly, our thoughts are with those impacted directly and indirectly by the events in Ukraine. The human tragedy outweighs everything else. However, we are understandably being asked by investors what the implications might be for ESG and sustainable investing as a whole. Questions are being asked such as:
In this note we look to address some of these questions at a very high level. However, this is an incredibly complex topic that requires in-depth analysis, and ultimately there will be different views held by different investors and stakeholders. That has always been the case, but it is likely that views will become more extreme on either side of each argument, and there will be greater division between those that believe wholeheartedly in ESG and those that believe that the ESG movement is causing more issues than it is solving.
|The Ukraine crisis and what it might mean for ESG and sustainable investing