Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
Taft-Hartley defined contribution plans: The pros and cons of trustee- vs. participant-directed investment
Should trustees of Taft-Hartley plans manage the plan investments themselves or permit participants to direct the investment of their individual accounts?
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.