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Human Capital
The Active Share Podcast Episode #30: Investing in People
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In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.
Investing Ideas
A Guide to Investing in a Time of COVID-19…and Beyond
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It looks like investing is about to get a lot harder, with thinner return streams and potential pitfalls from ill-timed market sell-offs dominating the post-COVID-19 landscape.
Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
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Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
Sustainable Investing
Rising to Meet the Climate Challenge
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Our society is in a race against time to decarbonize. As such, we spend a great deal of time studying how public policy intersects with the actions of the corporate sector to drive the necessary evolution of the global economy.
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Market Outlooks
The Hunt for Quality: Searching for Durable Stocks in Uncertain Times
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High-quality companies are always in style. In good times and bad, features that define resilient businesses and stocks underpin consistent and solid equity return potential. But to consistently find companies that meet the highest quality standards requires research, judgment and investing skill.