By Dan Weil Investors in ESG funds are no longer willing to sacrifice returns to achieve ESG goals, Cowen analysts say. Environmental/social/governance (ESG) investing is clearly on the rise. Investment flows into sustainable mutual funds and exchange-traded funds hit $70 billion last year, up 35% from $51.2 billion in 2020, according to Morningstar. Cowen has put together a list of stocks composed of its best ESG investment ideas. It sees four major themes playing out for ESG this year: · Deep links between climate change, fossil fuels, and geopolitics. “Russia’s brutal invasion of Ukraine ha…