No evidence that ESG strategies outperform, says Scientific Beta research
04/05/2021 - 10:00am
In a new research paper, "Honey, I Shrunk the ESG Alpha": Risk-Adjusting ESG Portfolio Returns, Scientific Beta researchers examine equity strategies that exploit information in ESG ratings, following several papers that suggest that these strategies lead…
Maximising ESG impact in private equity: Part Three – The keys to future success Submitted 04/05/2021 - 12:36pm By Sam Gilbert-Ward, business analyst, Pollen Street Capital – Looking to the future, post-Covid, the success of ESG impact investing can be secured by championing three key pillars. First, building ESG into the culture of organisations, supporting initiatives with the resource…
The green transition comes with costs; but they are well worth it, and they pale in comparison to the costs of inaction. The ever-falling costs of renewables have not eliminated the politics of climate change. But they certainly have made our choices much easier.
From the Twitter feed of David Andolfatto, Senior Vice-President of the Federal Reserve Bank of St. Louis:
Robinson Crusoe on the fundamental value of Bitcoin. 🙂 pic.twitter.com/L2b8YZYVsn— David Andolfatto (@dandolfa) May 3, 2021Keeping in mind that the book was published in April 1719 and that from 1685 through the South Sea Bubble (1720) Defoe was in the thick of the commercial, trading, and
Socially responsible funds attracted record inflows over the first three months of the year, bringing total global assets under management in environmental, social, and governance funds to almost $2 trillion. According to Morningstar data, ESG funds crossed the $1 trillion mark in the second quarter of 2020 and accumulated $1.984 trillion by the end of [...]
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But, while active management can generate sustainable excess returns, it requires skill and fixed income securities are more complex than equities as they’re not as transparent nor as liquid.
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Wind turbines generated 48.5% of electricity grid in England, Scotland and Wales on MondayGreat Britain’s windfarms set a new clean energy record on Monday after the blowy bank holiday weather helped onshore and offshore wind turbines make up almost half of the electricity system.The blustery bank holiday produced a new wind power record as turbines generated just over 17.6GW of electricity for…
Ray Dalio’s latest research on Biden’s proposed tax plan, similarities to Roosevelt’s New Deal, and how it represents where we are in the Big Cycle Swing at this moment. The piece explains how what is happening is cyclical as part of the left-right pendulum that swings back and forth between calls for more and less […]
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Sports are ‘decades ahead’ of the investment world in using research to improve their games – skilful fund managers are using similar tactics.
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Bridgewater Associates’ Bob Prince advises clients to change the way they think about equities as bonds are not currently offering traditional protection in a portfolio.
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International markets, notably European stocks, led the charge on Wednesday after the previous session’s sharp selling, with higher commodity prices and the earnings season supporting gains. Investors can also use exchange traded funds to capture these international moves. European miners strengthened on the rising commodity prices, as traders grow more optimistic over the global economic…
from Asad Zaman Brief History of Econometrics: Launched in early 20th Century by Ragnar Frisch, econometric methodology was strongly shaped by the Cowles Commission (CC) in the 1960’s. The CC approach relied on structural equations, which embodied causal information known in advanced to the researcher. The goal was estimation of causal effects, and not discovery […]
Julius is one of my favorite people, always open to new ideas, he’s currently a scheme strategist at rising star mastertrust – Cushon Private market investments, cost disclosure and value for money in DC There is increasing debate about whether … Continue reading →
ESG is not a label to make investors and super members feel good but a part of a quality investment decision, says Newton Investment Management’s Andrew Parry.
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