March 22, 2021 ESG Prescriptions for Issuers of Emerging-Market Sovereign Debt by Shamaila Khan, Katrina Butt , Salima Lamdouar Emerging-market countries face many challenges, including the need to address environmental, social and governance issues on tight budgets. For those willing to engage with investors, creative funding opportunities are available. Emerging Markets, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 01, 2021 Are Growth Stocks Attractive in a Post-Pandemic World? by Frank Caruso The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models. Equities, Volatility Likes 0 SHARE Bookmarks
February 25, 2021 Can Mario Draghi Recharge Italy’s Economy? by Darren Williams, Nicholas Sanders Italy’s new prime minister, Mario Draghi, has a well-earned reputation for turning around difficult situations. But can he reverse Italy’s relative economic decline? And what does his program mean for Italian bond yields? Economics, Fixed Income Likes 0 SHARE Bookmarks
February 01, 2021 How to Choose a Sustainable Equity Portfolio by Dan Roarty, Sarah Tunnell As inflows to sustainable equities break new records, here’s what investors should look for to identify portfolios that align with their responsible investing goals. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 25, 2021 How Shopping—and Investing—Might Be Enabling Modern Slavery by Michelle Dunstan, Saskia Kort-Chick It may seem shocking, but a simple trip to the local store to pick up fresh produce or clothing could enable human exploitation. For investors, those same connections can exist within their portfolios—and it takes more than a passive effort to root them out. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 12, 2021 2021 Outlook: Will Global Credit Be in the Sweet Spot? by Jørgen Kjærsgaard, Tiffanie Wong, Will Smith Credit markets have staged an epic rebound from the depths of March 2020. But in a low-growth, low-yield world, we believe there may be more room to run in 2021. Coronavirus, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
November 25, 2020 ESG Lens Enhances Pursuit of Equity Income by Cem Inal High-dividend stocks haven’t been rewarded in 2020. But companies that offer strong payouts in a sustainable manner can help investors source surprisingly robust streams of income and equity returns. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 16, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 28, 2020 2020 US Election: Inside the Candidates’ Retirement-Savings Policies by Jennifer DeLong There have been plenty of headlines exploring what the November US elections might mean for the economy and markets. But it’s just as important to look at what they might have in store for defined contribution (DC) and other retirement vehicles, which more Americans than ever rely on. Legislative Updates, Plan Design, Policy & Regulation, US Election Likes 1 SHARE Bookmarks
October 13, 2020 10 Active Angles on Today’s Market Challenges Investors should consider many angles when evaluating what active managers can offer through a global crisis and an indefinite period of uncertainty. Active & Passive , Coronavirus, Equities, Volatility Likes 1 SHARE Bookmarks
September 30, 2020 For DC Plans, Pandemic Reinforces Value of Consultants and Advisors by Jennifer DeLong Economic and market turmoil from the COVID-19 pandemic underscores the need for sponsors to shore up their plans. Can consultants and advisors help? We believe they can—not just during the crisis but with what’s coming beyond it. Plan Design, Policy & Regulation Likes 1 SHARE Bookmarks
September 23, 2020 Making Sense of ESG Bond Structures by Shawn Keegan, Salima Lamdouar Investors are eager to buy bonds that help create a better, more sustainable world. Here’s how to navigate the evolving landscape. Fixed Income, Responsible Investing/ESG Likes 1 SHARE Bookmarks
August 06, 2020 DOL’s New Rules Don’t Have to Slow DC Plan ESG Adoption by Jennifer DeLong, Michelle Dunstan Demand for ESG investing is growing among DC plan participants, but with plan sponsors facing many choices and proposed new DOL rules, what’s the best approach? As we see it, fully integrating ESG considerations is fundamental to better financial outcomes—which is always in participants’ best interests. Plan Design, Policy & Regulation, Responsible Investing/ESG, Target-Date Solutions Likes 0 SHARE Bookmarks