Sustainable and transition content for responsible investors
In this episode, Grover Burthey, Portfolio Manager and Vicki Gedge, Credit Research Analyst, discuss how sustainable investing has evolved and what that means for fixed income investors today
Protecting nature is no longer seen as just an environmental challenge, it’s a social one. Our recent work moves the discussion from interconnectedness to consequence, showing why social impacts ar...
The evolution and future of softwareInvesting Insights from the Sustainable Equity Team
We are always searching for opportunities to align financial and environmental outcomes. Biodiversity Net Gain legislation is one such investable opportunity, linking ecological restoration with du...
The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to m...
In the Warsh Fed's new era of two-way risk, bonds offer something rare: potential downside risk mitigation that investors get paid to hold.
Investors must determine what the AI capital-spending surge means for long-term business durability. Quality investing has always been rooted in a simple idea: over time, shares of companies with r...
With broad market benchmarks trading at historically low yields and elevated valuations, it’s timely to examine the performance of the S&P Dividend Aristocrats® Index Series in today’s market envir...
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