Bloomberg Intelligence
Walmart and Home Depot Earnings, China Tariffs
May 17, 2024
Experts like Jennifer Bartashus, Drew Reading, and Steve Mills discuss Walmart and Home Depot earnings, China tariffs, and AI ethics in business. They dive into retail trends, e-commerce, homebuilding, and the risks of AI. The podcast offers insights on Tesla's competition in the US market and President Biden's tariffs on China.
40:45
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Quick takeaways
- Outflows from ESG ETFs in the US are driven by model portfolio changes, while Europe sees more flows.
- Concerns about ESG strategies and concentration risks lead to a trend of fund closures and consolidation.
Deep dives
Decrease in ESG ETF Flows in 2022
ESG ETFs have experienced a decrease in inflows and an increase in outflows in 2022, with a notable concentration of outflows from a few funds. In Q1, liquidation of US ESG ETFs accounted for nearly 30% of all closings this year, particularly driven by model portfolio changes.
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