[Blue Research] The "Day After" series - Social inequalities, a rising theme on investors' shelf
Social inequality has become a major issue for investors. Over the 2016-2019 period, the ‘S’ criteria in company selection (via a ‘best in class’ ESG approach) had a real impact on the prices of listed companies, particularly in Europe (Roncalli et al, 2019). A priori, the more a country was mired in inequality before a crisis and especially this one, the more the response could be massive at the end: investors should therefore fully consider this factor in their assessment of the relative economic situation of different countries.
Listen to Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage (Amundi), Bastien Drut, Senior Strategist (CPR AM) and Théophile Pouget-Abadie, Business Solutions and Innovation officer (Amundi) in this new session of Blue Research podcast dedicated to "inequalities".
DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.