Section
ESG
766 posts
Progress Report: Dassault Systèmes
by NEI Investments Summary We encourage Dassault to enhance disclosure of their customer due diligence procedures. Highlights Objective:…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
What happened at COP28 and why does it matter to the average investor?
by Kris Nelson, CFA & Jihan Diolosa, Russell Investments When stakeholders convened at COP28, the 28th Conference of…
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
The energy transition, Part 3: Implications for economies and markets
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: There is broad agreement that economic damages will…
The energy transition, Part 2: The transition challenge
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: Fossil fuels, particularly oil, are difficult to replace…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
The energy transition, Part 1: A primer on the clean energy transition
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: A transition away from fossil fuels is likely…
What happened to ESG stocks?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
The Global Challenges for the Next Generation
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman The Annual IMF Meetings in Marrakech raised…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Financing a Sustainable World: Global Banks Take Center Stage
by Tiffanie Wong, CFA, Director—Fixed Income Responsible Investing Portfolio Management; Director—US Investment-Grade Credit Patrick O'Connell, CFA, Director—Fixed Income…
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
ESG Is Dying Its Inevitable Death
by Lance Roberts, RIA ESG scoring and mandates remain a subject we have contested since it sprang to…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
