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ESG Strategy – The American Consensus on ESG

The Jefferies ESG research team published a report analyzing ESG within the current political and regulatory backdrop in the U.S., identifying the areas where there is bipartisan consensus and investable opportunities. The report highlighted four key areas of consensus: 1) the energy transition – including carbon capture and storage (CCS), nuclear and hydrogen; 2) adaptation and resilience; 3) the importance of financial materiality in investment decision-making and 4) increased attention to the working class. Recommendations are for investors to look to nuclear energy, data security, human capital and “green growth.” The report also identified key upcoming catalysts, such as antitrust actions, SEC climate disclosure bills and state-level actions.

— Aniket Shah, Global Head of ESG Strategy