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Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and
In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche
Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a
Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this
It’s understandable that investors have questions and concerns about ESG investing in the fixed income markets. However, investors can align their values with their fixed income
Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. Investors can make the transition to a new market cycle by managing their
Investors have been building bond portfolios using a laddered strategy since the early 1900s. Even in a flat or rising rate environment, a ladder’s total return can materially exceed its
When in the pursuit of enhanced risk-adjusted returns, investors with strong convictions are often drawn to factor investing—tilting portfolios toward a particular factor like value, low