Supply-Chain Deforestation Laws as a New and Growing Source of Transition Risk
New deforestation and forest-risk commodity regulations are poppoing up around the world, and they are unlike any prior climate regulations. Big...
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Sticking With Value; Buying Materials & Industrials
Sticking with the theme from last week when we recommended Energy and Financials, two more Sectors that stand to benefit from rising rates include...
470 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
336 Views
Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
655 Views
Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
752 Views