977 insights found

31 October 2016

Could Trump create a responsible investment 'speed bump'?

While RI is a long-term trend that is here to stay, the outcome of the US election can have a potential positive or negative short-term impact on the global evolution of the RI industry.

Market thinking

25 October 2016

Market Thinking - A view from the equity market

Last week in Hong Kong was disrupted with some particularly unusual typhoons. Unusual both in that there were two in one week, and in the fact that they were very late. There was also an unprecedente ...

Monthly Investment strategy

21 October 2016

Could politics mess it all up?

Politics take the front seat : en route for a bumpy Q4.

Market thinking

18 October 2016

Market Thinking - A view from the equity market

Markets are in something of a holding pattern, waiting for the Federal Reserve (Fed), the US election, greater clarity on Brexit and for Christmas. The noise traders remain mainly focused on sterlin ...

Market thinking

12 October 2016

Market Thinking - A view from the equity market

The markets in Asia have been distorted over the last couple of weeks thanks to a series of public holidays, most notably the ‘Golden Week’ holidays in China and this has tended to make markets globa ...

Responsible investment

07 October 2016

The future of Investing : BON ANNIVERSAIRE PRI !

From its inception, the Principles for Responsible Investment (PRI) has been one of the integral global initiatives in establishing the concept of Responsible Investing (RI) as a key tenant in mainst ...

Rosenberg equities

01 October 2016

The Impact of Carbon on Share Price

Using our proprietary valuation framework to infer, from the price of all stocks, the impact of carbon footprint on share price.

Rosenberg equities

01 October 2016

Global Small Cap: Coping with the End of Growth

Global Small Caps have a well-deserved reputation for delivering superior earnings growth.

Monthly Investment strategy

23 September 2016

Can politics and central banks derail the ongoing recovery?

Slow recovery continues among rising risks.

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