Now that we’ve established the broad sweep of ESG’s domain as well as the challenges of reporting and disclosure, let’s take a look at how it gets implemented across various asset classes.

Traditionally ESG resided in public equities given shareholder’s theoretical ability to change corporate behavior. As we saw in our earlier study of the history, leverage could be applied as incentive to adopt sustainability programs or diversity measures. But soon it became apparent that more sophisticated tools would be needed to track ESG compliance and opportunities.

So-called ESG integration describes the process whereby investors incorporate all aspects of environmental, social and governance elements in their risk analysis of a business or manager...

Quote of the Week

“When the Fed pushes the brakes, someone goes through the windshield.” – Joseph Amato, chief investment officer, equities, Neuberger Berman.

Featuring Charts

Chart of the Week: Green Fields

May 11, 2022

The types and scale of sustainability bond and loan investing has grown dramatically.

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Chart of the Week: Reporting For Duty

May 5, 2022

A growing number of companies are attending to ESG standards.

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Chart of the Week: Citizens for Action

April 25, 2022

Job creation, fair pay, and stakeholder accountability are top demands of companies today.

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Chart of the Week: How Diversity Matters

April 20, 2022

Companies whose executives are more than 25% women show better ROEs than the rest of the S&P 500.

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Chart of the Week: Future Fuel

April 13, 2022

Projections for alternative (and traditional) energy sources vary greatly.

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Chart of the Week: Impact Investing

April 6, 2022

Spending on ESG data continues to increase rapidly,
as customer demand becomes more sophisticated.

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Features

Leveraged Loan Insight & Analysis – 5/9/2022

 Loan fund flows total US$25.2bn to date in 2022 In the same week that the Fed raised rates 50bp, the largest increase in 22 years in a move that was widely expected, retail loan funds posted a US$557m inflow, its 7th consecutive week of positive flows but the 3rd week of sub US$1bn inflows. 17

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The Pulse of Private Equity – 5/9/2022

Software chugging along Download PitchBook’s Report here. One sector that never really slowed is software. PE activity reached new heights last year, with almost $170 billion invested across more than 1,000 transactions. Combined value was 78% higher YoY, while deal flow jumped by 49%, according to PitchBook’s Q1 US PE Breakdown Report....

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Private Debt Intelligence – 5/9/2022

NA consumer discretionary tops PD deals in 2022 The vast majority of deals involving private debt finance in 2022 so far have targeted North America, with 202 out of 289 deals involving North America-based portfolio companies. Globally, 27 deals were in the consumer products segment, of which 18 were in North America....

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PDI Picks – 5/9/2022

Larger funds mean larger deals A new average fund size record was set in Q1 2022, as private debt managers become more ambitious at the larger end of the market. We’re in the era of the private debt mega-fund. Last year, according to Private Debt Investor data (see chart), the average fund size breached $1

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Leveraged Loan Insight & Analysis – 5/2/2022

Unitranches help move senior leverage higher on direct lender middle market technology sector LBO deals The increasing popularity of the unitranche loan structure backing direct lending middle market LBOs in the technology sector drove senior leverage levels higher than those in the broadly syndicated market last year.  Tech sector deals have seen persistently high purchase

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2022 Capital Market Outlook Report

February 3, 2022

Cov-lite trends Inflation & rising interest rates – LIBOR to SOFR transition Mega-tranche uni trend ESG takes center stage Login to view interactive report and download PDF version. ...

Special Report: Supply Chain Blues

January 6, 2022

Beginning in September 2021 The Lead Left published a series of articles on supply chain. This report consolidates those articles.

Special Report: Reflation Nation & Inflation Nation

October 20, 2021

Beginning in March 2021 The Lead Left published a series of articles on reflation and inflation. This report consolidates those articles.