The Decade in Seven Charts
EU Taxonomy Shines A Bright Light on Green Claims
As ESG issues have risen up the investment agenda, so too have the number of green claims made by investment managers, sometimes on the basis of questionable assumptions or limited data. Now, with agreement by EU institutions on the long-awaited EU Green Taxonomy, those claims will have to be firmly grounded in evidence.
China A50: Is Big Still Beautiful?
Is Style Out of Style in The Factor Era?
US Equity Markets – A Focus on Size and Style
Growth In ESG Begs The Question of Implementation
A significant level of assets have flowed into sustainable investment in recent years, to the tune of $30.7 trillion globally in the five major markets at the start of 2018—a 34% increase in two years—according to The Global Sustainable Investing Alliance’s most recent trends report.
Earnings Rebound In Search Of A Catalyst
Green Real Estate: A Building Block For A Low Carbon Economy?
Whatever Happened To The Value Premium?
Canada, Climate Change & Fixed Income Markets
A Defining Moment For US Small-Cap Stocks
Falling Too Far? What Sets Fallen Angels Apart
Measuring The Benefits Of Including Small Caps & REITs In Mexican Equity Portfolios
PRI: Five Things We Learned
With over 2300 signatories today with combined assets under management of over $80T, the conference was the largest ESG investment event ever held globally with a huge range of asset owners and managers, regulators and policymakers rigorously debating and challenging the market’s thinking on complex sustainable investment challenges.
What’s Driving Defensive Leadership In US Stocks And What Would Trigger Better Cyclical Stock Performance?
Corporates Seek Tools To Reduce Pension Plan Risk
Global market volatility and low interest rates have greatly impacted the funded status of corporate defined benefit plans over the past decade. Particularly in the last year, wide swings in equity markets have become less predictable, making funded status volatility a greater cause for concern. As such, many plan sponsors are seeking solutions that hedge against risk and volatility while protecting any improvements in funded status.
Vietnam’s Star Rises
China A: Looking Down The Road
Today, China’s A Shares comprise the world’s second-largest equity market, and many international market participants believe that A Shares are now simply too important to ignore. They include everything from financial services providers to telecommunications giants to leading technology innovators, and are the growth drivers of the world’s second-largest economy.