Section
ESG
762 posts
Sustainable beef is key to slowing Amazon deforestation
by Claus Born, CFA, Institutional Portfolio Manager, Franklin Templeton Emerging Markets Equity and Preyesh Patel, Senior ESG Analyst,…
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...
Subthemes of Sustainable Investing: Recycling
by Martin Grosskopf, Vishal Bané, Damola Adesoye, Jonathan Lo and Sophia Wong, AGF Investments The circular economy has…
The intersection of ESG and mining companies
by Alex Cousley, Russell Investments ESG (environmental, social and governance) has become a key focus of the investment…
Divergences in the Energy Patch
by Stephen Vanelli, CFA, Knowledge Leaders Capital Crude oil and energy equities have been on a tear for…
ESG X Big Data: Solving for the Double Bottom Line
by Anna Hawley and Jeff Chen, SAE, Blackrock The view by many is that ESG investing is concessionary…
The transition to a low carbon economy
by Anna Hawley, Travis Cooke, and Gerald Garvey, Blackrock Russia’s tragic invasion of Ukraine has layered on existing…
Don’t settle for ESG rankings. Focus on materiality instead.
by Sophia Wang, Russell Investments Do investors know what’s going into their ESG funds? The Wall Street Journal…
ESG Is a Preference, Not a Strategy
by Brent Leadbetter, Ari Polychronopoulos, Research Affiliates Key Points A portfolio’s return is driven by its investment strategy—a…
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
Why does my green fund look dirty?
by Kathleen Beaumont, Russell Investments So, you’ve decided that you want to invest in sustainable or green products,…
Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities
by Stephen H. Dover, CFA, Franklin Templeton Investments Head of the Franklin Templeton Investment Institute, Stephen Dover, recently…
Four Counterpoints to ESG Investing Critics
by Dan Roarty, Chief Investment Officer, Sustainable Thematic Equities, AllianceBernstein The dramatic growth of sustainable portfolios has raised…
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
Has Oil Gotten Ahead of Itself?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Of course, the backdrop right now is Russia—a large petroleum-producing country—threatening…
