Responsible Asset Owners Global Symposia

Insights & Releases

We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.

Adrienne Lawler Adrienne Lawler

Diversification creates resilience

“PRIVATE REAL ASSETS ALSO COME WITH THEIR OWN DISTINCT CHALLENGES. THEY ARE TYPICALLY ILLIQUID AND MOST SUITABLE FOR INSTITUTIONAL INVESTORS WITH A LONGER TIME HORIZON.”

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Adrienne Lawler Adrienne Lawler

Going Green: Why Companies Should Invest In It

A straight forward explanation of the business case for going green, not least the fact that when companies go green, they also remove a lot of the risks associated with non-sustainable practices.

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Adrienne Lawler Adrienne Lawler

Peak growth has likely passed warns Bank of America

A salutary note from BoAML: Crowds are back at pubs and nightclubs in the UK, just as the BAML believes restricting high-risk activities in the Netherlands and Spain could have been a big factor in bending the curve: the UK is testing whether this will work in reverse.

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Adrienne Lawler Adrienne Lawler

Q3 2021: last innings of the reopening trade - Manulife

Policymakers are suggesting they still view inflation as transitory in nature which should reduce the speed and magnitude of tightening that will continue to set Mexico apart from its regional peers - Manulife July 2021

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Adrienne Lawler Adrienne Lawler

Are Inflation Concerns Inflated?

The last time the annual rate of inflation, as measured by the index of core personal consumption expenditures, exceeded 3% was 30 years ago, in 1991.

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Adrienne Lawler Adrienne Lawler

Can dead bees sting?

In answer to the question ‘Can dead bees sting’ In court, yes. Other financial damage for investors, also yes. Pesticide risks can have very long tails.

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Adrienne Lawler Adrienne Lawler

Measuring the mythical

The evolution of ESG, more than just a risk mitigator. The green premium is an elusive concept. Portfolio manager Laurence Monnier reviews the academic literature and crunches some numbers to quantify the extra pricing power afforded by more sustainable commercial properties.

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Adrienne Lawler Adrienne Lawler

A draft report on Social Taxonomy

Some interesting questions posed here: what constitutes a substantial social contribution. And of course, who decides if it’s right?

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