The Data Deficiency Problem Facing ESG
Bottom-up research helps identify investment risks and opportunities, yet data plays a keys role in assessing an issuer’s suitability for ESG strategies.
Russia’s invasion of Ukraine sent a shockwave through global energy markets, driving up prices for businesses and households while turning a spotlight on a lack of investment in existing energy infrastructure. With winter approaching, investors and policymakers are bracing for Europe’s energy crisis to intensify in the coming months. In the UK, energy bills for the average household were set to rise by 80% beginning October 1, before accounting for government subsidies.f
With these challenges in mind, along with efforts to reduce carbon emissions, the newest episode of The OUTThinking Investor examines the portfolio implications associated with the transition to a net-zero economy. PGIM Private Capital’s Brian Thomas, environmental activist and investor Tom Steyer, and the Oxford Institute for Energy Studies’ James Henderson join the podcast to discuss opportunities across the energy landscape as investors navigate the decades-long energy transition.