Investing in the blue economy

Investing in the blue economy

🕔17:16, 1.Jul 2021

Better ocean health is vital for addressing climate change. As fixed income investors, we’re seeing growing opportunities to make a difference. Carbon sinks have become pivotal in the fight against climate change. Simply put, they are areas that absorb more

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Revisiting Tesla’s Addition to the S&P 500: What’s the Cost, Before and After?

Revisiting Tesla’s Addition to the S&P 500: What’s the Cost, Before and After?

🕔13:35, 1.Jul 2021

We have observed that additions and deletions to the S&P 500 Index follow a dependable pattern: additions underperform and deletions overperform overthe subsequent12-month period. The December 2020 rebalance out of AIV and into TSLA lived up to this pattern rather

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Taking a tactical approach to a new investment era

Taking a tactical approach to a new investment era

🕔13:10, 1.Jul 2021

Investors across the Asia Pacific region are becoming more selective in their asset choices, with long-term capital growth, diversification and sustainability playing key roles in where, why and how they allocate in 2021, according to an exclusive survey by AsianInvestor

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The Great Instability: Mega Trends for the 21st Century

The Great Instability: Mega Trends for the 21st Century

🕔10:55, 1.Jul 2021

In wealthier countries, at least, there is now a sense that we have turned a corner in the pandemic. But what awaits us on the other side? Will central bank and government responses to the crisis prove to have been

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Opportunistic Investing in a Dynamic High Yield Market

Opportunistic Investing in a Dynamic High Yield Market

🕔08:40, 1.Jul 2021

Investment flexibility may enhance risk-adjusted returns.  With the economy continuing to recover from the global pandemic, we believe investors could benefit from an allocation to below investment-grade credit. Equity valuations appear somewhat stretched after a rally that began more than

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