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An ‘ESG-First’ Approach to Portfolio Construction 

A new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.

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Accounting for Revenue Sources Tells a Richer Story 

Despite North America’s outsized weighting in the MSCI ACWI Index, companies in the index generated only 30% of their global revenues there. We explore how examining revenue sources may help uncover opportunities of economic growth around the world.

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Can diversification help weather the coronavirus storm? 

Whether investors include a tactical approach or invest strategically for the long term, diversifying across factors, sectors and geographies has historically played an important role in portfolio construction. 

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Emerging market country allocation matters 

Investors with strong convictions on emerging markets might consider an approach allowing tilts toward or away from specific themes, such as active allocation to single-country index-based funds. We explore considerations linked with this approach.

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Beware high dividend yield traps 

During low interest-rate, high-volatility environments, some investors have turned to high dividend-paying stocks. However, overly simplistic approaches to selecting dividend-paying securities exposed investors to potential “yield traps.” Could these traps have been avoided?

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Is Europe more than the sum of its parts? 

Investors have a choice between investing in European stocks regionally or through local-country index-based portfolios. What are the pros and cons?

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Brexit and the risks of home bias 

Every so often, a country can be hit by a negative event — a tidal wave, a terrorist attack, a political uproar.