Portfolio Strategy, Sustainable Investing
There has been a misconception that financial investments and social returns don’t always go hand in hand. In the past, investors tended to believe investing with a focus on social impact could cost them instead of bringing returns. However, the obvious growth in...
Portfolio Insights, Portfolio Strategy
Investing involves taking on risk We don’t know what the future will hold. But we can usually build a reasonable set of expectations about what might happen. The potential impact can be tested. And portfolios can be prepared. A sudden stop in economic and financial...
Portfolio Insights, Portfolio Strategy
Investing money can be an uncomfortable experience. For me, that discomfort occurs when I decide to challenge the market consensus and the prevailing investment wisdom. The easy option, of course, is to pay attention to the noise and follow the momentum. I deal with...
Portfolio Insights, Portfolio Strategy
Diversification is one of the most fundamental yet misunderstood concepts in investment management. When diversification is applied well, it is a critical portfolio management tool. However, when used without appropriate due process, it can lead to significant...
