Beyond Bulls & Bears

As Public Attitudes Towards the Environment Change, So Should the Investment Approach
Fixed Income

As Public Attitudes Towards the Environment Change, So Should the Investment Approach

“After attending this year’s Principles for Responsible Investment Conference (PRI) in San Francisco, our takeaway message is clear: Investors and investment managers have to be proactive in addressing changing public attitudes toward the environment.” -David Zahn

Environmental, Social and Governance Factors in Global Macro Investing
Fixed Income

Environmental, Social and Governance Factors in Global Macro Investing

“Strong governance institutions, social cohesion and sustainable environmental policies support economic growth and higher income levels. At the same time, as countries become richer they can invest more in state-of-the-art infrastructure, assign greater priority to environmental sustainability, and develop a well-educated middle class that demands better social and political institutions.” - Michael Hasenstab, CIO, Templeton Global Macro

An Integrated Approach to Managing ESG Risks and Opportunities
Perspectives

An Integrated Approach to Managing ESG Risks and Opportunities

For us, ESG is a natural extension of effective risk management. It’s about understanding the risks that a company faces and assessing whether we think those risks are adequately priced in.