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Impact Investing vs ESG: A Financial Expert's Perspective
WEALTHTRACK
The ESG Moat Strategy That Outperformed the Indexes
For years, the ESG strategies that for years seem to be outperforming. It was largely a tech strategy. Over time, obviously that reversed famously last year in 2022 when energy stocks were up 60% and obviously the tech stocks were down more than 30. But even before that, if you actually looked at a number of the big ESG, I would say supporters, Morningstar, for example, would talk about their ESG moat strategy. Nividia. Do you think the entire thesis of the environmental, social and governance movement should be based on one stock? Is that enough of a proof of a thesis that now involves $120 trillion of dedicated assets? If you look at
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