Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
The EDHEC European ETF, Smart Beta and Factor Investing Survey
The data shows an increase in the use of ETFs to invest in SRI/ESG (67% of respondents in 2021, versus 55% in 2020).
Investment Banker Salary and Bonus Report: 2022
Here are the average percentage increases for total compensation over the past 1-2 years:
Killing it Softly: How the Fed should Fight Inflation
Invoking the spirit of Roberta Flack’s Killing Me Softly, JPM Global Strategist & former RAO Speaker David Kelly, says the Fed says will not be unhappy to see some slowdown in an overheating economy.
The Fed’s new dance partner
As Princess Diana once said; there are three of us in this relationship. And that didn’t work out well did it?
Direct Air Capture - A key technology for net zero
Direct air capture plays an important and growing role in net zero pathways. Energy with an endless supply? What’s not to love?
RELATIVE VALUE IN TREASURY MARKET
Regulations enacted in the wake of the Global Financial Crisis have decreased primary dealers’ incentive to allocate balance sheet to Treasury securities
Bankers: After the sucker punch
The pandemic was the ultimate gut punch, testing banks resilience in unforeseen ways. But can their newfound sense of resilience help them scale even greater heights?
The Economy and Markets after a First-Quarter Roller Coaster
History suggests that the President’s party will lose control of one or both Houses of Congress in November writes David Kelly, Chief Economist of JPMorgan
2022 Global Climate Survey
How investors are taking on the risks and opportunities of climate change
IPCC, Bees, Sunflower, Relationships, WaterBear
This interesting article from Giles Gibbons, Founder and CEO, Good Business made me think of the old saying ‘Drowning, not waving!’ Read it and see if you agree and perhaps consider what it will take to keep us from going under, in many areas of business and life. #responsiblebusiness #sustainability
Cover crops more effective than insecticides for managing pests, study suggests
Promoting early season plant cover can be more effective at reducing pest density and crop damage than insecticide applications, according to a Penn State-led team of researchers.
A food revolution to save the planet
Around 30% of our individual carbon footprint is related to the traditional, meat-containing diet that we eat. But aan we stop eating meat?
Where have all the workers gone?
There are, of course, chronic long-term trends in America that have limited labor force participation, including issues with dependent care.
Aggression, war and self-sanctions in the age of ESG investing
The wave of “self-sanctions” against Russia has the same basic drivers as ESG investing: Prudent risk management and morality/ethics say Knut Kjaer, Founder of Norges, the worlds largest SWF.
ESG is quality, it just isn’t really
This paper analyses the relationship between Quality metrics and ESG to understand their relationship and the implications on portfolio construction.
Investing in Times of Conflict
The war in Ukraine and the related sanctions are expected to impact inflation more than growth.
Bigger is better - for cost savings anyway
The new SuperFund says ‘we believe integrating environmental, social and governance (ESG) factors into our investment processes is consistent with better investment outcomes and contributes to a better future for our members.’
2022 ESG Trends to Watch
There are new risks emerging for companies, investors and the planet in the coming decade that will test how well we have learned the lessons of the past.
Carpe Diem
Seize this moment to deliver the European energy market that European people hope for.
Small Paddle, Big Rapids: What the Economy Could Do to the Fed
Forces well beyond their control will mostly determine the fate of the economy.