Uncertainty around trade merely increases the equity risk premium
Never read or post. That is my rule on social media. Always use primary sources. That is my rule when it comes to data and research for this column. When they clash — which frustratingly they have twice in as many months — the second rule trumps the first. October saw me download TikTok to confirm whether indeed a song had gone viral about “looking for a man in finance”. What a cesspit of nonsense that app is. I pity the Chinese spies having to wade through it all day.
They argue on the one hand that picking stocks based on superior ESG scores makes sense because well-run companies are less risky. But they also claim these same companies should outperform over time. Er, no. If they are less volatile their returns will be lower. The premium investors will demand to own them falls. I have written about the flip side to this before in relation to high-emitting stocks. They beat the index precisely because of transition risk. The same is true with tariffs.
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