Goldman Admits Role in Record $1.6 Billion 1MDB Bribe Spree
Goldman Sachs Group Inc. admitted its role in the biggest foreign bribery case in U.S. enforcement history, reaching multiple international settlements to end probes into its fundraising for the scandal-plagued Malaysian fund known as 1MDB.
A Constitutional Crisis in the Making?
We are earlier than usual this month because of the upcoming presidential election. See why a US constitutional crisis could unfold in the days and weeks to come if Trump delivers on his earlier ‘promise’ not to accept the outcome, should he lose on the 3rd November.
Riding Market Tailwinds Equity Investment Outlook Fourth Quarter 2020
Despite ongoing weakness in the economy, stocks continued to rally in the third quarter. At first glance it seems perplexing, but a deeper analysis reveals that the market drivers are both rational and sustainable. In our view, the pandemic has created profound shifts in demand that have generated strong tailwinds for a wide range of firms.
Rethinking Defensive Asset Allocations After a 40-Year Bull Market in Treasury Bonds
U.S. Treasury bonds are not likely to repeat their spectacular performance as income-producing risk reducers in portfolios of the past four decades. While bonds still have an important role to play in some settings (e.g., liability hedging for retirement plans), we believe investors should look at alternatives for diversification, including inflation-protected securities, gold, defensive currencies and stocks and option protection.
Minisode: Understanding Gender-Lens Investing
Gender-lens investing is one of the fastest-growing subsets of sustainable or impact investing—and should be of particular interest to you and your clients as you guide them toward their investment goals. Traditionally, gender-lens investing focused on investing in companies with a higher representation of women on their boards or in senior positions. Stopping at representation, however, may not be enough to achieve gender diversity and equality. Here to discuss the full scope of gender-lens investing is Anuradha (“Anu”) Gaggar.
Muni Bond Perspectives on the 2020 Election
When many fixed income investors think about the November US election, they tend to focus on how the presidential and congressional race outcomes could affect national policies. However, our municipal bond team delves into state and local government elections, too. Here, they share their analysis of how election outcomes at all three levels of government could affect muni bonds.
Keeping Up with Rapidly Shifting ESG Topics
In today’s environment, headline ESG topics are rapidly shifting, and staying current with your clients’ interests is no simple task. From climate change to worker safety to racial equity, 2020 has been a tumultuous year so far, with investor attention shifting from one ESG topic to the next. In this webinar, Director of ESG Research Iyassu Essayas, Senior ESG Research Analyst Rachel Nishimoto and Chief Marketing Officer Joe Sinha will discuss how ESG topics have evolved this year, examining investor interest before, during, and after the pandemic and how advisors can better understand these important issues and ultimately align their clients’ values with appropriate portfolio decisions.