Section
SRI
152 posts
How a global pandemic could accelerate the ESG imperative
by Tony DeSpirito, Blackrock The coronavirus crisis will change the world in many ways. Tony DeSpirito discusses its…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Sustainable investing: Think long term, act now
by Jean Boivin, Ph. D., Head of Blackrock Investment Institute, Blackrock A long-term structural shift to sustainable investing…
Is Vietnam Ready to Fill China’s Supply Chain Gaps?
by Min Zhou, AllianceBernstein When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t…
Multiple Lenses of ESG Integration
by Robert Milano, AllianceBernstein Transcript:
Robert Milano Ryan, one topic that’s coming up more and more frequently…
Why ESG Investors Need to Rethink Capital Intensity
by Martin Grosskopf, AGF Management Ltd. Insights and Market Perspectives Author: Martin Grosskopf March 10, 2020 Print Of the…
Broadening ESG Perspectives in European Equities
by Tawhid Ali, AllianceBernstein European investors were recently reminded how tricky it is to evaluate a company’s environmental,…
Embarking on the ESG journey
by Glen Yelton, Invesco Canada Once considered a niche market within the investment universe, strategies that integrate environmental,…
The Evolution of ESG
by Invesco Global ESG team, Invesco Canada Responsible investing is becoming more mainstream as demand increases for strategies…
Challenges and opportunities within the ESG space
by Nathan Miller, Equity Portfolio Manager, Invesco Canada As consumers, we’re more aware of the environmental and social…
It’s Not 2000, But The Market Is Mighty Narrow Again
by Michael Kahn, RIA Pro For those of us who were around in 1999-2000 looking at charts and…
Tech Stocks Should Be Prominent in ESG Portfolios
by Dan Roarty, CIO, Thematic and Sustainable Equities, AllianceBernstein The Wall Street Journal criticized ESG portfolios earlier this…
William Smead: Ethics in Stock Picking
by William Smead, Smead Capital Management A truly interesting contradiction is developing in stock markets around the world.…
The unintentional biases of ESG portfolios
by Kris Nelson, Russell Investments Clients are increasingly asking how they should integrate ESG (environmental, social and governance)…
Closing the European Performance Gap
by Katrina S. Dudley, CFA, Portfolio Manager, Franklin Mutual Series, Franklin Templeton Investments Although European equities performed well…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was understandably jittery for global equity…
