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Sustainable Investing
Green bonds: Financing the transition to a new economy
This piece is approved to use with clients.
Green bonds are a type of fixed income instrument where the proceeds raised are used to finance clearly defined projects that have environmental benefits. Projects financed include renewable energy, water conservation, energy efficiency, green buildings, clean transport and sustainable land use.
Sustainable Investing
Performance with principles: How can ESG investing support financial returns?
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When ethical funds were in their infancy, a common assumption was that funds that incorporate ESG characteristics, and in particular those with a strict ethical screen applied, must necessarily involve a trade-off with performance.But over time, the debate about performance has turned on its head. Increasingly, investors recognize the potential financial materiality of issues such as corporate governance, labor management and environmental performance — and history is littered with examples of companies that have neglected these issues and paid the financial price.
Behavioral Finance
Have the Rules of Investing Changed?
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Without a doubt, the ongoing global pandemic has us re-imagining many aspects of our day-to-day life. But should investors change how they think about investing or what they can expect from their portfolios? Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.
Behavioral Finance
Never Waste a Good Crisis
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With so many of us Americans working and learning from home during the pandemic, it led us to ask, “How are we doing investing from home?” Here we’ll offer a few pro tips for making the most of this unusual time.
Behavioral Finance
The Future of Risk Preferences & Goals-Based Planning
Risk preferences are an important part of the financial planning process, but it needs to be considered against goals. Goal setting is where the magic happens. Risk capacity, risk required and risk reactivity are all pivotal inputs in a goals-based framework.
Alternative Investments
Understanding Gold: An Expensive Insurance Policy?
One of the most significant investment winners year-to-date in 2020 has been gold. What is behind the sudden interest in the yellow metal? We look at the history of gold as an investment and what may have been driving the rise in the price of gold in 2020.
Portfolio Construction Insights
How We Uncover Value in Challenging Times
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COVID-19 has tested the resolve of even the most seasoned investors, leading some to question investment strategy and portfolio mix. However, faced with uncertainty, we are unwavering in our belief that a consistent investment approach helps us find opportunities that may deliver greater value. Portfolio Manager Gareth Lyons covers our four-pillar investment process and how it’s designed to reveal holdings with long-term potential.