Le rendement sans le carbone
This is the second paper in a series intended to focus on the intersection of specific Environmental, Social, and Governance (ESG) themes and traditional investment concepts.
In this paper, we question whether the goals of a lowcarbon investor might stand in the way of achieving attractive dividend income in equity portfolios. Thanks to the breadth of global dividend income opportunities, we find that income with less ‘C’ is indeed possible. This may be a surprise to some, given the concentration of carbon within economic sectors known for their higher payout ratios.