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Fixed income & ESG - Invesco

The rise of the conscious consumer.

Posted on Feb 26, 2021

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... The “conscious consumer” is an umbrella term that refers to a consumer who engages in the economy with an awareness of how his or her consumption impacts society at large.

Invesco Fixed Income believe the rise of the conscious consumer will lead to the fundamental outperformance of consumer sector companies that embody better ESG characteristics. This trend has already played out in various consumer subsectors, such as the organic food subcategory, and stands to repeat itself as regulators and consumers place increased importance on sustainable business practices globally.

Invesco sees ESG research as an integral part of the bottom-up, fundamental research process. With ESG and fundamentals becoming more intertwined every day, asset managers who view ESG as a source of investment performance stand to benefit, in Invesco's view. Those who view ESG as merely a formality in the investment process and only “check the box” might be left behind.

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