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ESG
756 posts
Notes from the Trading Desk – Coronavirus Concerns Continue
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equity markets recovered their poise last week…
February 17, 2020
William Smead: Ethics in Stock Picking
by William Smead, Smead Capital Management A truly interesting contradiction is developing in stock markets around the world.…
February 11, 2020
Why Donald Trump Isn’t a Shoo-in
by Greg Valliere, AGF Management Ltd. HIDE ALL SHARP OBJECTS from Democrats — they’re despondent after the Iowa…
February 7, 2020
Navigating Political Risk in Latin America’s Andean Region
by Armando Armenta, Senior Economist, AllianceBernstein Late in 2019, Chile, Colombia and Peru saw an uptick in political…
February 5, 2020
Wuhan Coronavirus
Matthews Asia CIO Robert Horrocks, PhD, and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and…
January 31, 2020
How Economic Reforms are Rejuvenating Brazil’s Equity Market
by Regina Chi, AGF Management Ltd. When Brazilian President Jair Bolsonaro won the runoff election in October of…
January 29, 2020
Yes, Rates Are Still Going to Zero
by Lance Roberts, Clarity Financial “If the U.S. economy entered a recession soon and interest rates fell in line with levels seen during…
January 29, 2020
A Value Investors’ View of Market Dynamics and Potential Dislocations
by Alan Bartlett, President, Chief Investment Officer, Templeton Global Equity Group, and Antonio (Tony) Docal, CFA, Director of…
January 28, 2020
Donald Trump Gives Democrats a Late Christmas Present
by Greg Valliere, AGF Management Ltd. DEMOCRATS IN THIS TOWN have been hand-wringing about their prospects in the…
January 24, 2020