Globally, $3 trillion in institutional assets (perhaps more) are tracking ESG scores — numbers that purport to distill and quantize companies’ performance against environmental, social, and governance standards. We reported to you back in November about interesting research showing better stock performance by companies with higher gender diversity among their Read more…
As we have done for decades, we are writing with our favorite global investments for 2019. This prediction is for the first half of 2019. If there is no world recession in 2019 and one is not expected for 2020, or if a good trade settlement is reached with China, Read more…
Herded Into Disaster: Yield Chasing, Liquidity, and ETFs In 2002, addressing Nobel Prize-winning economist Milton Friedman on his 90th birthday, former Fed chair Ben Bernanke acknowledged the role of the Federal Reserve in worsening the financial crisis of the Great Depression rather than helping it. He said, “You’re right, we Read more…
Bond Funds: A Bigger Risk Than You Think? Investors are so used to trading ETFs that they seldom ask themselves questions about how those ETFs are constructed. In the event of major market disruptions, though, that could prove problematic — with potentially troublesome consequences for investors. A share of an Read more…
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