Impact investing’s case for scale

Impact investing’s case for scale

Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.

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Data, decarbonization and the travel recovery

Three themes driving infrastructure are setting up a potentially strong vintage year, coinciding with stimulus programs focusing attention on the asset class.

Biden infrastructure plan

In this exclusive interview for Truthout, one of the world’s leading progressive economists, Robert Pollin, explains what Biden’s economic plan means for the majority of American people and how it will help create a somewhat fairer tax system.

Selling fast and buying slow: Heuristics and trading performance of institutional investors

Are market experts prone to heuristics, and if so, do they transfer across closely related domains—buying and selling? We investigate this question using a unique dataset of institutional investors with portfolios averaging $573 million.

Alpha Decay

Using a novel sample of professional asset managers, we document positive incremental alpha on newly purchased stocks that decays over twelve months.

Positioning for waves of change with listed infrastructure

Innovation in data transmission and renewable energy, a reopening economy and historic policy support are combining to create attractive infrastructure opportunities for investors looking to build more resilient portfolios.

Fundamentals tilt in favour of emerging markets

Emerging market assets perform well in an environment of rising inflation and strong growth, even when yields are going up and developed market economies are outperforming.

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