The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
Which markets have the greatest investment opportunity?
How can the right alternatives portfolio construction help close the return gap?
Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.