Despite the prevailing "we don't need no ESG" climate in the US, climate is, in fact, a significant risk for US equities - at least according to Green Central Banking's @emmathomasson.bsky.social. So are EU ESG regulations a source of alpha? Could well be.
greencentralbanking.com/2025/07/15/c...
greencentralbanking.com
Portfolio managers beware: climate risk to stocks to be bigger than expected
Call for better modelling to capture real climate risk for funds