While it is well known that ESG scores tend to have a size bias which favors the larger companies among the universe of large capitalization stocks – does this bias exist in the small cap space? Published in The Journal of Impact and ESG Investing, our small cap value ESG equity team examines this topic and how investors can create better performing, size-neutral small cap portfolios in “How Company Size Bias in ESG Scores Impacts the Small Cap Investor.”
Recent Insights
Bailard CEO Ft. in Forbes, “Three Ways To Put Your Values And Your Team First In A Competitive Market”
Bailard's CEO Sonya Mughal, CFA offered three insightful ways leaders in the industry can fortify their culture and step up their communication practices to attract and retain high-performing teams.
May 2, 2024
Country Indices Flash Report – April 2024
The Japanese yen hit its lowest level versus the dollar since the 1980s late in the month, followed by a sharp bounce in the currency, which most suspect was driven by official intervention.
April 30, 2024
Quarterly International Equity Strategy Q1 2024
The global economic environment changed dramatically in the first quarter as bond yields, which had marched down in the 4th quarter on the belief that central bank pivots were fast approaching, reversed course. Prospects for mid-year reductions in short-term interest rates remain high for Europe and the UK, but persistent strength in the U.S. labor market has pushed prospects for a shift there closer to the end of 2024. Still, non-U.S. equities found purchase in solid earnings even as they faced headwinds from a strong dollar due to the evolving central bank dynamics and heightened geopolitical risks. As noted below, we see a range of foreign stocks that can flourish in the current environment and remain excited for the potential of stocks both in developed and emerging markets to compete well against U.S. peers.
April 25, 2024
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