Alternative Investments

May 11, 2023

ESG in the Oil and Gas Industry

When investing in oil companies, ESG factors are taken into account to assess the company’s sustainability and long-term prospects. Some of the most important ESG-related drivers/indicators for oil companies are: MSCI Indicators for Peer Comparison: Environmental (Climate Change): Envrionmental (Natural Capital): Environmental (Pollution & Waste): Social (Human Capital): Social (Product Liability): Social (Stakeholder Opposition): Governance (Corporate Behavior):… Continue reading

Alternative Investments, ESG, Socially Impact Investing

ESG, gas, oil, Portfolio Management

April 18, 2023

Digital Assets for Portfolio Allocation

Digital assets, also known as cryptocurrencies or virtual currencies, have become an increasingly popular investment option for portfolio allocation due to their potential for high returns and diversification benefits. When considering digital assets for portfolio allocation, it’s important to keep in mind that they are highly volatile and speculative in nature, and should be approached… Continue reading

Alternative Investments, Asset Allocation, Portfolio Management

Asset Allocation, cryptocurrencies, digital assets, Portfolio Management, virtual currencies

February 5, 2023

Investment Portfolios in Pursuit of 1.5-Degree Climate Goal

Climate issues are among the world’s biggest challenges. Fossil fuel emissions accumulating in the atmosphere and trapping more of the sun’s energy are expected to drive global temperatures above 1.5 degrees Celsius (°C) or 2.7 degrees Fahrenheit within the next decade (Diffenbaugh & Barnes, 2023; Valone & Panting, 2019). Latest evidence using artificial intelligence (AI)… Continue reading

Alternative Investments, ESG, Portfolio Management, Socially Impact Investing

1.5 degrees, climate goal, climate investing, climate-aware investing, ESG, Paris Agreement, Portfolio Management

February 1, 2023

Clean Technology Investment Solutions

Energy consumption is the largest source of greenhouse gas (GHG) emissions globally. This includes fuel combustion for transportation and the generation of heat and electricity. Therefore, carbon capture has become a significant part of the transition to achieve net-zero emissions. To achieve such climate goals and targets by 2050, annual capital expenditures across renewables, electrification,… Continue reading

Alternative Investments, ESG, Portfolio Management, Risk Management, Socially Impact Investing

cleantech, Diversification, ESG, Portfolio Management

August 10, 2022

Investment in Carbon Capture and Storage

Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are steadily gaining attention from investors. Companies have relied on offsets to help avoid or reduce emissions for decades. Long associated with the “cap and trade”… Continue reading

Alternative Investments, Portfolio Management, Private Equity, Socially Impact Investing

carbon capture and storage, carbon investing, climate investing, ESG

July 27, 2022

Positioning Portfolios for An Environment of High Inflation

Investors should adopt inflation protection as inflation shows few signs of moderating anytime soon and central banks are tightening monetary policy aggressively. Treasury Inflation-Protected Securities (TIPS) can help position portfolios for an environment of higher inflation and lower growth. TIPS protect against inflation in two ways. First, the principal value of TIPS is indexed to… Continue reading

Asset Allocation, Fixed Income, High Yield Bonds, Portfolio Management, Real Assets, Risk Management

Asset Allocation, Inflation, Portfolio Management

March 24, 2022

Uncertainty Clouds the Outlook

An anti-goldilocks economy refers to the global economy where policymakers are confronted with a stagflationary supply shock, which is negative for growth and will tend to push up inflation further. In the current market condition, inflation is “too hot,” as evidenced by the higher energy and food prices, as well as the disrupted supply chains… Continue reading

Commodities, Emerging Markets, Energy, Fixed Income, Global Equity, Global Macro, High Yield Bonds, Market Commentary, Portfolio Management, Real Assets

economic outlook, market overview, market recap, Portfolio Management

December 24, 2018

Market Recap Monday, December 24, 2018

On global equities Volatility in global equity markets persisted in November, fears of rising interest rates, multiple trade conflicts, the end of QE, and related uncertainty about the global economic outlook weighed on sentiment and set the market on edge. Additionally, U.S. crude ended last week down 11% at $45.59, posting the worst performance since… Continue reading

Asset Allocation, Global Macro, Hedge Funds, Market Commentary, Portfolio Management

June 24, 2018

Strategies That Chinese Small and Medium-Sized Enterprises Use to Attract Venture Capital

Abstract Small and medium-sized enterprises (SMEs) contribute to China’s economic growth and help maintain social stability. However, SME business leaders have cited access to finance as an obstacle of SMEs’ survival and success. The purpose of this multiple case study was to identify main strategies SME entrepreneurs and business leaders used to attract venture capital… Continue reading

Private Equity, Venture Capital

November 25, 2015

Equity Strategies – Updated November 2015

As global economy converges to more stable rather than rapid growth, debt level and growth dynamics keep interest rates relatively low, and inflation remains muted in developed world, investors are faced with broadly fully-valued market. Macroeconomic variables are favorable for equity investing relative to other asset classes, and investors can employ simple approaches to enhance… Continue reading

Alternative Investments, Asset Allocation, Global Equity, Global Macro, Portfolio Management, Risk Management

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