Portfolio Manager, Blair Campbell, offers some consideration for ESG investing after the Trump administration. While Biden campaigned with a progressive agenda for environmental concerns, deciding which sectors and industries will render the rewards remains the difficulty.
Rewind to the 4th Quarter of last year when numerous commentators and analysts were calling an end to arguably the longest bull market in history – certainly since World War II – with major indices, such as the S&P quadrupling since the lows of 2009. Since the end of Q4, and as we approach the
In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The sell-off across risk assets has been variously attributed to
In a recent Weekly Comment entitled ‘The Big Picture US Interest Rate Debate ’ penned by Scott Campbell (no relation to your modest scribe), the article underlined that we are in the early stages of a multi-year period of rising US interest rates. What wasn’t touched on, however, is the divergence in monetary policy currently
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