BI ESG Outlook: Will ESG Anchor Markets in Polarised Times?: BI Replay

ESG anchors markets in these polarized times and may hit $40 trillion by 2030 as the market matures, with ESG re-enforcing fundamental analysis, investment decision-making and portfolio construction. Europe's dominance contrasts with weaker US sentiment amid an election year and a backlash to ESG. Credibility may be gained by standards such as ISSB to transform accounting practices. Stewardship sharpens dialogue; our ESG Market Navigator sees 60% of investors holding companies to account. The failure to decarbonize quickly indicates climate is still a priority presenting new investment opportunities for funds and companies but as investors look beyond climate, biodiversity, hydrogen, sustainable agriculture and cybersecurity are emerging themes.