COVID-19 and ESG: Prepare for the New Normal
Bonnie Wongtrakool, Global Head of ESG Investments at Western Asset Management, digs into a post-COVID world when it comes to ESG investing and what factors investors should evaluate in companies moving forward so they’re better positioned to add value to their clients over future economic cycles.
Bitcoin Is “Right Where Oil Was in 1890”
The bitcoin halving that occurred this past Monday is only the third such event in the cryptocurrency’s 11-year history. In the months following the first and second halvings, bitcoin prices surged as it became abundantly clear that at some point in the near future, new bitcoin issuances will come to a halt.
Demographic Trends for the 50-and-Older Work Force
Note: This commentary has been updated with the latest numbers from Friday's Employment Report. Consider: Today nearly one in three of the 65-69 cohort and one in five of the 70-74 cohort are in the labor force.
How Dedicated Portfolios Reduce Behavioral Risk
The recent market volatility has caused stress, fear and even panic. But that emotional toil can be alleviated by constructing what we call “dedicated portfolios,” rather than blindly following the precepts of modern portfolio theory.
Big Questions for Monetary Policy, New Ways Gauge the Decline, and the Fed Lends Dollars Around the
Will inflation soar? Will monetary policies work as intended, and what precedent are they setting?
As many of Advisor Perspective’s readers and contributors can testify, direct experience with the laws and regulations governing fiduciaries often leads to the conclusion that these rules were of, by and for the financial interests of the lawyers who made them.
Safety Net or Stimulus
In response to the COVID-19 pandemic governments imposed shelter in place rules for their citizens and issued orders to close all but essential business in their country. The collective impact resulted in an unprecedented global plunge in economic activity that threatens the existence of many small and medium size businesses...
Shilling: Don’t Be Fooled By The Recent Stock-Market Rebound
The investment scene is beginning to resemble the 1929 market crash and the early 1930s Great Depression. This pandemic is likely to be the most disruptive financial and social event since World War II with equally long-lasting consequences.