Research & Resources
Timely commentary to give you access to the latest macroeconomic and investments insights. Learn what investors should expect next.
Interest within the U.S. institutional investor community for understanding and applying Environmental, Social and Governance (ESG) factors to their asset pools slowed substantially as they faced the economic and financial meltdown in 2008-09. When faced with dramatic negative returns affecting markets here and around the world, being laser focused on asset allocation and portfolio structure is a natural and appropriate reaction.
Brazil’s recent struggles do not erase the long-term benefits of exposure to emerging market investing – what should investors do next?
U.S. trade has been much in the news lately, as some have challenged the notion of globalism as a tide that lifts all boats and called for a greater focus on improving the trade deficit that Americans have experienced for many years. Without entering that debate via this blog, we thought it would be helpful to dive into the U.S. Census Bureau data on the topic and highlight the key take-aways.