The Recent Performance of ESG Investing, the Covid-19 Cataly...
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Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.More > 10 minutes
In the wake of the Covid-19 pandemic, a lot of discussion has focused on the worsening of the retirement prospects of savers around the world. Indeed, exceptional policies, such as the possibility of raiding retirement pots in advance and the low interest rate environment supported by dovish monetary policies, could potentially have dramatic impacts on the availability of pensions in the long run.More > 10 minutes
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio construction.More > 10 minutes