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Are Audit Firms Spread Too Thin?
Mar 28, 2024 Jonathan Ponder, Ahasan AminThe auditing industry is facing several challenges, including fee concentration and a decline in practicing accountants. We assess the current state of play to identify potential areas of concern and the impact these could have on investors.
Indian Firms Advance in Financially Pertinent Sustainability Risks
Mar 26, 2024 Dinank Chitkara, Manish ShakdwipeeIndian firms have made notable strides in managing their financially relevant sustainability risks over the last five years. Understanding their progress could offer valuable insights to investors in India’s equity market.
Investor Pressure May Help APAC Companies Minimize Asset-Stranding Risk
Mar 25, 2024 Elchin Mammadov, Manish ShakdwipeeA managed coal phaseout could help power generators reduce asset-stranding risk and help countries achieve their decarbonization targets. What might this mean for utilities companies and why might active engagement be the way forward for investors?
Beyond the Name Game: Focus on Fundamentals
Mar 21, 2024 Anil Rao, Thomas VerbrakenName recognition of highflying stocks, as well as their performance, can be brief. The enduring value of thematic and fundamental analysis is the ability to uncover the macroeconomic and business dynamics that influence long-term stock returns.
In the Name of Climate: Private vs. Public Funds
Mar 19, 2024 Abdulla Zaid, Rumi MahmoodIn recent years, there has been a surge in climate-related names within both public and private funds, but their focus is often on different areas. We analyze the numbers to identify key trends and provide investors with greater clarity.
Have Corporate Reforms in Japan Unlocked Shareholder Value?
Mar 14, 2024 Naoya Nishimura, Moeko PorterRegulatory reform has been one of the forces boosting the Japanese equity market’s performance over the last two years — but capital efficiency and margins still disappoint. Improving these metrics may be key to further improvement in the market.
Long-Term Performance of MSCI ESG Ratings in European Equity Markets
Mar 11, 2024 Guido Giese, Drashti ShahBased on a quintile analysis for MSCI ESG Ratings for the MSCI Europe Index, we found that companies in the highest quintile have consistently outperformed those in the lowest quintile since 2013, when these ratings were first introduced.
What the SEC’s New Climate Disclosure Rules Could Mean for Companies and Investors
Mar 8, 2024 Mathew LeeThe Securities and Exchange Commission (SEC) have finally unveiled their plans for climate-related disclosures. The rules may create more transparency for investors and help narrow the disclosure gap between the U.S. and other developed markets.
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