November 10, 2021 Global Transition to Renewable Energy is a Complex ESG Journey by Michelle Dunstan, Jeremy Taylor Soaring energy prices highlight the challenges of shifting toward renewable power sources. Climate Change, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 03, 2021 Do You Know Your Bond Portfolio’s Carbon Footprint? by Salima Lamdouar, Markus Peters To support the journey to a net-zero carbon economy, sustainable investors should monitor the carbon impact of the corporate bonds in their portfolios. Here’s how. Climate Change, Fixed Income, Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 27, 2021 Sustainability and Investing: Lessons Learned in the Pandemic Era by Dan Roarty The pandemic has prompted massive changes for countries, societies, people and businesses, while reinforcing the role of sustainable investing strategies. Climate Change, Coronavirus, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 04, 2021 Fixed-Income Outlook: Zen and the Art of Bond Investing by Scott DiMaggio, Gershon Distenfeld Bond markets are supposed to be placid. But outsized uncertainty in today’s bond markets is putting investors on edge. We make sense of today’s investing landscape. China, Climate Change, Fixed Income, Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
September 17, 2021 Hidden Dangers: Navigating Climate Risks in CMBS by Monika Carlson, John Huang Successful CMBS investments depend on property values, but investors have been overlooking a swath of potential hazards. It’s time for climate risks to join the discussion. Climate Change, Fixed Income, Invest for Efficient Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 10, 2021 When Will Inflation Lift Off? Disruptions and dislocations associated with COVID-19 mean current economic data may not be a reliable guide to the future. But by turning to the past, we find compelling evidence that inflation regime change is accelerating. Climate Change, Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
September 01, 2021 China’s Green Reforms to Clean Up Dirty Industries Creates Opportunity by John Lin, Samuel Chen While developed countries shape climate agreements, it’s China’s participation that matters most and will impact both climate change and investments. China, Climate Change, Emerging Markets, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 31, 2021 Finding Defensive Stocks Ripe for Recovery by Kent Hargis, Sammy Suzuki, Ian McNaugher Steady earnings combined with resilient business models and innovation should compel investor interest, but it hasn’t. Is the time right for a reversal? Active & Passive , Climate Change, Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
July 16, 2021 Looking Back and Ahead: Eventful Decades for Emerging Markets by Morgan Harting Emerging markets have seen a transformation over the past decade, and we expect them to remain dynamic in the next decade. For investors seeking to tap opportunities across asset classes, one storyline will remain timeless. Asset Allocation, Climate Change, Currency, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
July 07, 2021 Emerging Innovation: Three Trends for Growth Stock Investors by Sergey Davalchenko A wave of corporate innovation in emerging markets is driving growth from within and providing equity investors with higher quality, sustainable opportunities across many countries. Climate Change, Emerging Markets, Equities, Invest for Growth Likes 0 SHARE Bookmarks
June 30, 2021 What Are Bond Investors Thinking? Their Three Top Concerns by Scott DiMaggio, Gershon Distenfeld We address the three most common investor concerns we’re hearing today—inflation, tapering and climate risk. Plus, a bonus worry (if you’re not thinking about this risk, you should be). Climate Change, Fixed Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
June 17, 2021 Carbon Handprints: A Climate-Positive Framework for Equity Investors by Dan Roarty, David Wheeler Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential. Climate Change, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 15, 2021 ESG Managers to High-Yield Issuers: Don’t Stand Still by Salima Lamdouar, Jackie Pincus ESG-linked bonds have become very popular in investment-grade markets. We think the time is right for high-yield issuers to join in. For investors, that means new opportunities. Climate Change, Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks