It’s not quite having your cake and eating it too, but quantitative analysis from Rosenberg Equities, AXA IM, demonstrates that income investors can pursue a low-carbon investment strategy without eliminating the income.
Rosenberg Equities AXA IM analysed 4,200 stocks across emerging and developed markets. The study showed that carbon emissions are heavily skewed towards utilities and materials stocks, sectors that also have high average dividend yields. However, AXA IM said the study also showed that most of the carbon emissions are concentrated in “a handful of high emitters that exhibit a variety of payout profiles.”
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