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Category: Markets and Investments

Stranded Assets

As developed countries swiftly move toward renewable energy sources and electric vehicles, the value of carbon energy reserves will decrease. Read this post to learn more about stranded assets.

 

 

 

 

 

 

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Demographics Change Series No. 3

In this third of our three-part series on global demographic changes, The Winds of Demographic Change, we examine some key geopolitical and social implications of declining fertility rates, aging populations and increasing life expectancy.

 

 

 

 

 

 

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Post-Modern Portfolio Theory

There is a movement toward a system-wide approach to a corporate governance model, which is also finding impetus from outside the asset management community. There’s more to Modern Portfolio Theory (MPT).  To learn what and why, read on…

 

 

 

 

 

 

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Demographics Change Series No. 2

In this second of our three-part series, The Winds of Demographic Change, we examine the global investment implications of declining fertility rates, aging population and increasing life expectancy.

 

 

 

 

 

 

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