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  1. BLOG

    Why Your Portfolio May Be Hot, Cold or Just Right 

    Jan 19, 2022

    ESG Research

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    Investors may want to understand not only if their portfolios are aligned with global climate goals but why they may (or may not) fall short of the mark. A performance-attribution analysis can help them understand how “hot” or “cold” their portfolios are.

  2. BLOG

    Hotter Inflation Set Some Styles and Sectors on Fire 

    Jan 11, 2022

    Factor Investing

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    Whether due to stimulus, deglobalization, decarbonization or an overheating economy, higher inflation could have an impact on style-factor and sector performance. We investigate this impact in the context of two potential economic-growth regimes.

  3. BLOG

    Factors in Focus: Are Your Equity Styles Ahead of the Curve? 

    Jan 5, 2022

    Factor Investing

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    If economic expansion and higher inflation continue in 2022, interest rates could rise around the world. As investors re-evaluate equity portfolios, we look at factor-index performance in different U.S. interest-rate and yield-curve regimes.

  4. BLOG

    Which Companies Lost Most in Europe’s Lost Decade? 

    Dec 14, 2021

    Global Investing

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    If uncertainties over deglobalization persists, the performance divide between Europe and the U.S. could widen further. Have European firms been more at risk, given they have had more international revenue than U.S. companies?

  5. BLOG

    Did Deglobalization Add to Inflation Woes? 

    Dec 13, 2021

    Global Investing

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    Inflation watchers, aware of how COVID-19 led to trillions of dollars of stimulus, may want to note the longer-term shift toward deglobalization. As these forces collide, they may lead to rising global inflation and affect asset-allocation strategies.

  6. BLOG

    The Implied Temperature Rise of 'Paris-Aligned' Indexes 

    Dec 6, 2021

    ESG Research

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    Using Implied Temperature Rise — an intuitive metric that can be used to assess net-zero alignment — we analyze temperatures for climate-focused indexes designed to meet or exceed the requirements of the EU Paris-Aligned Benchmarks standard.

  7. BLOG

    What Implied Temperature Rise Means for Funds 

    Dec 6, 2021

    ESG Research

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    With COP26 over, the hard work begins as investors seek to limit temperature rise to less than 2°C above preindustrial levels in their portfolios. We investigate how they can understand whether a portfolio or fund is aligned with temperature targets.

  8. BLOG

    Spotlight on the Markets: Are Supply Chains the New Grinch 

    Dec 3, 2021

    Global Investing

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    The holiday season may only exacerbate supply-chain challenges affecting the availability and prices of goods. In this inaugural edition of Spotlight on the Markets, we analyze performance and how investors are working to rise to the occasion.

  9. BLOG

    Controlling Idiosyncratic Risk in Value Strategies 

    Nov 18, 2021

    Factor Investing

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    We looked at ways to mitigate some of the performance drag of stock-specific risk on value strategies over the last decade by directly controlling for this risk without negatively affecting value-factor exposures or contributions.