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
Country Indices Flash Report – April 2023
Global banking was rocked by failures of two major U.S. banks and the rescue of Credit Suisse by UBS. Regulators protected creditors and provided emergency liquidity, but worries remain about the impact of rate hikes on lenders. Central banks worldwide must now consider financial stability, in addition to inflation and economic growth, when setting interest rates.
April 28, 2023
Quarterly International Equity Strategy Q1 2023
By the end of 2022, stock and bond investors alike were ready to put a dismal calendar year in the rear-view mirror. Thankfully, the fourth quarter showed markets advancing once again—setting a more hopeful tone going into the New Year.
April 28, 2023
NAREIM Dialogues, “Serving the Middle”
A byline for NAREIM Dialogues, penned by Bailard Real Estate's Jamil Harkness, discussing the opportunities in the multifamily property type.
April 24, 2023
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