Investing sustainably does not mean sacrificing returns. In fact, the opposite is true across many different asset classes. A closer look shows how investments in private equity, public equity, and fixed income can generate social impact while driving real financial results for investors.
The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child.
Election Day in the U.S. has the potential to surprise in many aspects, and this year’s election outcome will have a profound impact on equity valuations—or at least that’s what the market appears to be telling the investors.
As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize gains today (pay now) or continue to defer gains into the future (pay later).
Individual investments in your portfolios may be viewed as “bundle" of different risks: term risk, default risk, equity risk, alpha risk, illiquidity risk, and leverage risk. Some investments—such as the 30-Year U.S.
Having become accustomed to the "new normal" of Quantitative Easing, ultra-low interest rates, and Fed-suppressed market volatility, investors must now learn to live with a "new, new normal" as the Federal Reserve's COVID-19 response reset market conditions and expectations.
The unique market environment which we are calling "Post-Monetary Era" presents many challenges for investors, suggesting that investors should focus on defining, quantifying, and prioritizing their goals in order to maximize their probabilty of financial success.
A slow economic recovery will continue, as governments and central banks search for the right policy mix amid the COVID-19 crisis. The policy will implicitly aim to manage many financial markets, but such efforts will not stop volatility.