ESG Investing Firmly Planted on U.S. Soil: Lazard's Rossman

The video discusses the focus of investors on traditional and occasional activists, highlighting sectors like technology, consumer, healthcare, and real estate post-COVID. It explores the US as a center for activist activity and the rise of ESG themes, particularly in oil, gas, and heavy industries. The emergence of SPACs is seen as a new opportunity for activists, with potential disruptions in the IPO market. The video emphasizes the need for companies to adapt to these changes and the growing importance of ESG in investment strategies.

What challenges do public companies face regarding ESG criteria?

How are traditional activist strategies evolving in response to current market conditions?

In what ways are activists expected to respond to the new market dynamics in 2021?