Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.
Until now the transition to a sustainable and green economy has been a loose concept rather than a defined, investable and industrial system that could help improve investment returns. This webinar will aim to explain, define and dispel such myths, and also highlight how benchmark stewardship can support your investment needs.
During this webinar we will cover the following:
• Six things you need to know about the green economy transition
• An overview of the size, growth and exposure of the green economy
• A review of the investment performance of green companies
• Role of benchmarks in supporting investor stewardship
Interest rates and credit spreads have increased this year, but we expect those trends to reverse over the next year. Additionally, we think concerns about accelerating inflation are overblown. Jim McDonald explains.
Currency has been many things over the ages. First, it was barley, salt and cattle. It then became metal, mostly gold and silver. Representational currency came next, where pieces of paper represented holdings in gold or silver. Then fiat became the norm, where the currency's value was supported only by the government issuing it. Crypto-currencies have now entered the scene and are believed by many to be setting the stage for the next shift in currency. The question remains: What will it take to drive adoption and allow digital currencies to replace fiat as the major form of currency on the planet?
In this episode Leslie Samuelrich, President of Green Century Asset Management, talks about how shareholder engagement with companies and their supply chains can produce good business results and positive environmental impacts.
Global markets have reacted negatively to the heated trade environment and are concerned about the possibility of an all-out trade war. Senior Investment Strategist, Lincoln Ellis discusses what this could mean for investors.
With the 10-year Treasury reaching 3% it’s understandable why advisors and clients are concerned about rates going forward. Here’s our take.
•Intermediate – short-term part of the yield curve
•High quality credit
•Purpose of bonds in portfolio
Join Rolf Agather and special guests, Matt Lacy, Portfolio Manager, VRS (Virginia Retirement System), Vis Nayar, Deputy CIO Equities, HSBC Global Asset Management, Nicholas Samaran, Head of Innovative Product Development, Invesco and Fadi Zaher, Head of Index, Asset Allocation, Factor Based Investing, Product Specialists, LGIM as they review and analyze the results of the 2018 global institutional smart beta survey. The webinar is recorded live from the studios of The London Stock Exchange.
This excellent conversation with Scott Klimo, CIO of Saturna Capital, will help investors and their advisors focus on long term portfolio strategy risks and opportunities, all while achieving SDG #13:Climate Action, by 2030.
Patrick Doherty co-authored "The New Grand Strategy", discussed in this podcast, to highlight the American Economy's regenerative power in challenging times. That collaborative effort led to development of Long Haul Capital's innovative lending programs.
U.S. small cap stocks have been showing strong performance. Head of Quantitative Strategies Michael Hunstad explores what is driving the returns, and if it is signaling the resurgence of the small size premium.