In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Jason Brady, chief executive and president of Thornburg Investment Management, about a range of topics including dividends, bond yields and creating robust income in retirement.
Silver is the new gold: France’s UMR targets opportunities in ageing economy
French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.
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The Secret Diary of a ‘Sustainable Investor’ – Part 1
This is the first of a three-part essay that shares how my thinking evolved from evangelizing ‘sustainable investing’ for the world’s largest investment firm to decrying it as a dangerous placebo that harms the public interest.
Measuring Portfolio Alignment
This report is an excellent critical assessment of the strengths and trade-offs of the options available to measure the alignment of investments with climate goals and is an important contribution to the debate.
Net-Zero America: Potential Pathways, Infrastructure, and Impacts
This Net Zero America study aims to inform and ground political, business, and societal conversations regarding what it would take for the U.S. to achieve an economy-wide target of net-zero emissions of greenhouse gases by 2050.
World Energy Investment 2021
This year’s edition of the World Energy Investment report presents the latest data and analysis of how energy investment flows are recovering from the shock of the Covid-19 pandemic, including full-year estimates of the outlook for 2021.
The ESG investing industry is dangerous
An opinion piece from Robert Armstrong, Financial Times: “We’ve got big global problems. I am a capitalist red in tooth and claw, but I just can’t see how financial markets have a meaningful part to play in solving these problems until citizens and governments act first and decisively.”
Team ESG fights back
An opinion piece from Robert Armstrong, Financial Times: “My piece about Tariq Fancy and the case against ESG generated a great deal of mail. At least half of it was positive, mostly in the “thanks for pointing out that the emperor has no clothes” vein. A small minority made ad hominem attacks, which is even more encouraging for a journalist than praise.”
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