Oh no, ESG got an inflation problem..

And we are not talking inflows. Sanford Bernstein explains: "Inflation is rising and there is scope for it to rise further, both tactically and on a longer horizon. This is a big problem for ESG funds, particularly those in Europe who are most heavily underweight short duration and Value sectors". Who should better positioned in this context: 1) High scoring ESG stocks which are positively exposed to rising bond yields, 2) High scoring ESG stocks which have strong pricing power and 3) Increasing