Using Lipper’s Holdings-Based Style Analysis to drill down into the performance drivers for sustainable and conventional global equity funds   As markets emerged, blinking into the light of day towards the end of the Covid crisis, equities saw a rotation in style leadership. Growth went out, value roared in, then oil and gas went through the roof… and sustainable funds also saw their outperformance (in aggregate, at least) ebb. Is this simply a style effect—and if so, to what degree? After all, sustainable funds are reputed to have a growth bias. So, if the situation is as simple as “ESG

Chatting with Dewi John of Refinitiv Lipper about the performance of ESG funds. Is the outperformance a function of sector bias and weighting in technology stocks or genuine outperformance of the ESG factor? Fund flows have helped drive performance, but with the pullback in the equity market, ESG mandates have struggled. They are, however, constantly evolving to reflect a landscape that is also experiencing constant change.   Subscribe to LSEG’s YouTube channel to get new episodes of The Chatter, The Big Conversation and more. New financial insights are uploaded every weekday. https://www.youtube.com/lsegplc