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ESG
756 posts
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…
March 24, 2022
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…
March 21, 2022
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,…
March 15, 2022
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…
March 13, 2022
Four Counterpoints to ESG Investing Critics
by Dan Roarty, Chief Investment Officer, Sustainable Thematic Equities, AllianceBernstein The dramatic growth of sustainable portfolios has raised…
March 2, 2022
Morgan Stanley: Global Carbon Credits Primer 2022
by Jessica Alsford, Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
March 2, 2022
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…
March 1, 2022
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
February 27, 2022
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…
February 16, 2022
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…
February 11, 2022
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,…
February 9, 2022
Industrials: Decarbonization
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. In Part Three of this four-part series, global equity analyst…
February 9, 2022
Decarbonomics: The Greenflation Battle is Just Beginning
Copyright © TS Lombard About TS Lombard TS Lombard formerly known as Lombard Street Research is a macroeconomic…
January 17, 2022