Insights

Consumer companies that are adept at turning mountains of customer data into actionable intelligence are boosting sales and gaining market share, creating opportunities for investors.

The outlook for stocks and bonds given the expected paths of economic growth and interest rates.

Do ESG critics have a point? raises issues such as ESG’s recent underperformance (and the problem with generalizing issues about ESG)

Learn the difference between divesting “bad ESG” companies vs. including and engaging companies to find those likely to be voted “Most Improved in ESG."

How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors.

Jim and Laura dive into processes and tools, including our proprietary V-score

June’s decline in funded ratios reinforced the need for pension plan sponsors to de-risk portfolios through higher fixed income allocations.

Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. If you’re still waiting, consider a hedging portfolio built on public corporate credit, complemented with non-traditional hedging assets.

Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. Hear from our LDI experts, Oleg Gershkovich and Brett Cornwell, CFA, as they share their thoughts on why now is the right time to de-risk.

A new form of financing – commercial property assessed clean energy (CPACE) – to help property owners reduce energy consumption is gaining momentum, offering investors potentially attractive yields and aligning with ESG interests.