ESG Flows Have Eased Recently, Valuation Opportunities in ESG Leaders & REITs ESG Momentum
This week in the podcast, guest host Sara Mahaffy, RBC’s ESG Strategist, runs through the team’s latest work on ESG fund flows, valuations, and ESG momentum. Following a strong surge in 2020, ESG fund flows have eased back in February and March, keeping the team on guard for better valuation opportunities in ESG leaders. In addition, we found that the REITs sector moved up the rankings in our ESG momentum analysis (which looks at sectors seeing the most recent improvement in ESG) this April.
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