When ESG and Reality Collide
Perhaps the most consequential of frustrations in adopting ESG principles is the frequent disconnect between the ESG scores of companies and their actual corporate behavior
Read MoreCategory: Markets and Investments
Bear Markets: Despair, Hyperbole, Recovery
While the average bear market decline is 40% and lasts an average of about 1.3 years, history has taught investors that not all bear markets are alike.
Read More
Actively Managing a Multi-Theme Portfolio
The best opportunity for generating alpha may no longer be found in managing relative exposures around a standard benchmark index, but reside in identifying profound and sustainable technological, demographic, social and economic changes that will lead in a new generation of wealth creation.
Read More
Coming to America: Reshoring Manufacturing and Services from Overseas
The pandemic exposed one of the weaknesses of “just in time” inventory management and locating manufacturing in cheap, faraway locations. Supply chains were then further stressed by increasing geopolitical tensions with Russia and China—key sources of important commodities and manufactured goods.
Read More
Calculating an Affordable Mortgage
The double whammy of higher home prices and rising mortgage rates have a lot of Americans reevaluating the mortgage they can afford and how much a mortgage lender will lend. There are several ways individuals can calculate the monthly mortgage amount affordable for them.
Read MoreRecent Videos
