Section
ESG
760 posts
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…
Morgan Stanley: Global Carbon Credits Primer 2022
by Jessica Alsford, Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
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…
Investing in energy transition: gray area between green and brown economies
by Anna Hawley, CFA, Lead ESG Portfolio Manager for Systematic Active Equity, Travis Cooke, CFA, Head of North…
Making Sense of Sustainable Finance with Jon Aikman and Dr. Sean Cleary
Jon Aikman, Portfolio Manager, at ReSolution Investments and Dr. Sean Cleary, Chair of the Institute for Sustainable Finance,…
