DR.CHENJIAZI ZHONG

September 13, 2022

Collective Investment Trusts

A collective investment trust (CIT), also known as a collective investment fund, is a group of pooled accounts held by a bank or trust company. CITs operate like other pooled investments in that multiple investors with similar objectives combine their assets into a single portfolio, and investors in CITs assume the same investment risk, with… Continue reading

Investment Vehicle

CIF, CIT, Collective Investment Fund, Collective Investment Trust
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
July 22, 2022

What You Need to Know About Inflation

High inflation and the consequences of attempts to curb it are a top concern for investors nowadays. By hiking rates, policymakers can eventually slow demand to subdue price pressures, even in an environment of constrained supply. However, this process takes time. Prices reflect the interaction between supply and demand: when demand outstrips supply, prices must… Continue reading

Asset Allocation, Fixed Income, Global Equity, Global Macro

Inflation
April 28, 2022

Climate-Focused Portfolio Approaches

Investors gain confidence that an equity or corporate bond portfolio is invested in companies that are helping to address climate risk. To support a transition to a net-zero carbon economy, climate-aware investors monitor the carbon impact of the companies in their portfolios. However, climate issues are complex. A purely quantitative-driven process that rewards companies with… Continue reading

Portfolio Management, Socially Impact Investing

climate investing, ESG
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
March 18, 2022

Rising COVID-19 Infections in China in March

The COVID-19 infections in China have increased dramatically in March and may continue to rise in the coming days. Shenzhen, Dongguan, and Changchun, have been locked down for over a week. Shanghai has also significantly tightened its COVID-19 restrictions. In China, the number of asymptomatic cases in the current outbreak is much higher, which is… Continue reading

Emerging Markets

China, China growth, COVID-19, COVID-19 infections, economic growth
February 21, 2022

Value Discount

Value stocks outperformed through mid-February this year as investors repriced expensive growth stocks. Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies with solid business fundamentals. Style return patterns have been erratic over 2021, where returns of global value stocks and growth stocks flip-flopped, and both cohorts ended… Continue reading

Global Equity, Technical Analysis, Value Equity

Equities, Inflation, Rising Rates
July 1, 2021

ESG Ratings and Methodology

The interest in ESG investing creates greater demand for ESG data, ratings, rankings, and methodologies (Abhayawansa & Tyagi, 2021). Different ESG ratings, rankings, and methodologies produce significantly different assessments of the ESG performance of companies (Abhayawansa & Tyagi, 2021). A lack of transparency about the data sources, weightings, and methodologies can also make it difficult… Continue reading

Asset Allocation, Portfolio Management, Risk Management, Socially Impact Investing
June 17, 2021

SRI and ESG: Ratings, Methodologies, and Performance

Socially responsible investing (SRI) is a well-worn term that grew in prominence during the 1980s and 1990s, but its roots trace back two millennia, shaped by civil-rights-era thinkers, faith-based organizations, and women (Townsend, 2020). The modern SRI process stands on three pillars: (a) values-based avoidance screens; (b) proactive sustainability-focused analytics, i.e., the environmental, social, and… Continue reading

Asset Allocation, Portfolio Management, Socially Impact Investing

ESG, factor-based models, foundations and endowments, socially responsible investing, sustainable investing

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