The ESG and SRI Channel

Bank of England: Is History Repeating Itself?

The Bank of England has had to navigate a difficult set of circumstances in its attempts to raise interest rates. As far back as 2014, Governor Mark Carney suggested that rate rises could come “sooner than markets currently expect,” only for those aspirations to be dashed. Indeed, the next move in interest rates turned out to be a rate cut, in the aftermath of the June 2016 Brexit vote.

Commodities Are Flashing a Once-in-a-Generation Buy Signal

The investment case for commodities, gold and energy is more compelling than at any other time in recent memory.

#DeleteFacebook: Data Privacy Concerns Flood the Social Network

On March 16, news broke that British political consulting firm Cambridge Analytica had gained improper access to data from as many as 50 million Facebook users (an estimate that has since been upped to 87 million).

How Did Factors Perform During a Roller Coaster First Quarter?

Equities experienced heightened volatility during the first quarter of 2018, with the S&P 500 Index surging 7.55% from Dec. 31 2017, through Jan. 26, 2018, before dropping nearly 8% through quarter-end.

Symmetry Policy: How to Adapt to a More Volatile Market Environment

It’s easy to understand why the return of equity market volatility in the first quarter of 2018 caused some consternation for investors.

What To Do If Your Social Media Stinks Like the Cleveland Browns

For those of you who think that social media is a useless tool for financial advisors, I’m going to tell you a story about my success back when I was an advisor.

The ESG Conundrum: Environmental, Social and Governance Factors for the Fixed Income Investor

Implementing the use of Environmental, Social and Governance (ESG) factors into the investment process presents different challenges for fixed income and equity investors.

Turn Turn Turn

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Issuer Engagement Is Crucial to the Future of Sustainable Investing

We believe that ESG investing is not only about partnering with issuers who already demonstrate a deeply integrated approach to ESG, but also about engaging with those who wish to move forward with their ESG initiatives. We believe that successful engagement can reduce credit risk, unlock value and influence positive impact.

Unlocking the Performance Potential in ESG Investing

By combining a tilt toward companies that display financial discipline and that embrace corporate diversity with the return engine of a fundamentally weighted portfolio, we believe investors in environmental, social, and governance (ESG)–related strategies have the opportunity to earn superior long-term risk-adjusted returns.

Issuer Engagement Is Crucial to the Future of Sustainable Investing

We believe that ESG investing is not only about partnering with issuers who already demonstrate a deeply integrated approach to ESG, but also about engaging with those who wish to move forward with their ESG initiatives.

ESG: Improving Your Risk-Adjusted Returns in Emerging Markets

Emerging market economies are more vulnerable to the ill effects of ESG issues, but because transparency into such issues in these regions has been lacking, and because investors may have different understanding of risks and opportunities than ESG ratings agencies, integration has been difficult," the white paper says.

Understanding the Confucian in Xi's Populism

China has dropped norms to allow President Xi Jinping to remain in power after his second term ends. While worrisome at first blush, the populist turn and consolidation of power likely has near-term economic and financial market benefits, and longer-term political risks. Thornburg's Lei Wang weighs in on the populist turn in China, which is among a growing contingent of populist nations.

Emerging Markets: Keep an Eye on Reform

Economic reforms remain critical for emerging economies' attempts to successfully transition from low-wage industrial economies to high-skilled, consumption-based economies.

Emperor Xi: Part II

Last week, we discussed China’s power structure and how the suspension of term limits changes recent precedents. This week, we continue this topic by analyzing China’s challenges while shifting from the world’s high growth/low cost producer to a slower growth, “normal” economy.