Team Biden: Full Steam Ahead on Politicized Investing By Richard Morrison December 17, 2020 Fans of ESG might be in for a rude awakening as their rhetorical dream becomes a mandatory reality.
The Capital Note: Volatility Delivers Victory for Goldman Sachs By Daniel Tenreiro & Andrew Stuttaford October 14, 2020 On the menu today: Volatility boosts bank profits, ESG (again), a defense of the financial media, and why studying economics will make you rich.
The Capital Note: Treasuries & ESG By Daniel Tenreiro & Andrew Stuttaford September 23, 2020 On the menu today: the Treasury market, ESG, and vaccine expectations.
NR PLUS Defending Pensions By Jerry Bowyer September 18, 2020 Comments on a proposed Labor Department rule change regarding ESG & ERISA.
Milton Friedman’s Shareholder Primacy Stands the Test of Time and Helps Many Stakeholders 50 Years Later By Jon Hartley September 11, 2020 Joe Biden and CEOs emphasize helping non-shareholder stakeholders, but they ignore how Friedman’s shareholder primacy theory does exactly that.
Capital Note: Stock-Market Selloff & the Fate of the Euro Zone By Daniel Tenreiro & Andrew Stuttaford September 3, 2020 Big-tech stocks are selling off, Euro Zone retail sales, around the web, ESG investing, and more.
ESG and Its Contradictions By Andrew Stuttaford July 31, 2020 International investing can, under certain circumstances, be tricky for those marketing the ethical approach baked into their investment process.
ESG on a Tear, But No Boohoo (Maybe) By Andrew Stuttaford July 30, 2020 The attempt to legislate for society via shareholder resolution rather than old-fashioned elections trundles on.
ESG Investing and the Use of ‘Risk’ By Charles Bowyer & Jerry Bowyer July 30, 2020 ESG investment strategies are riskier than advertised.
Panic on ESG Street By Andrew Stuttaford July 10, 2020 The Department of Labor should stick with its proposed new rule.