Responsible Investing

Diversification has long been the calling card of an effective long-term strategy. But with climate change a growing factor in portfolio risk, global leaders contend that traditional asset mixes may need rethinking and expanding. We see carbon allowances as the next logical step.

Investors focusing on climate change often overlook Chinese firms. We think that’s a mistake. Chinese companies are playing an indispensable role in the global transition to a greener future—and carefully selected shares offer attractive return potential.

Awareness that modern slavery is a social evil and investment risk continues to grow, putting investors in a pivotal position to identify and root out this risk across industries.

As we wrap up National Slavery and Human Trafficking Prevention Month, we recognize that this social issue still persists around the world.

For companies of all sizes, investors should scrutinize cyber systems in place and dig deeper into the governance, resourcing and reporting on security.

When it comes to impact investing, don’t let your manager coast on reputation. Expect thoughtfulness and experience, which can make all the difference between greenwashing and meaningfully uplifting under-resourced communities.

Investors who opt for a sustainable approach are aligning themselves with some of the world’s most powerful growth trends. But this can also inhibit diversification.

Green bonds have gained a reputation for providing better downside mitigation than their conventional peers. But in this year’s market downturn, green bonds’ defensive performance patterns were mixed. What does this mean for investors?

It’s important for investors to understand the ecosystem in which SOEs operate to gain insight on the macro and microeconomic challenges that will determine whether China’s long-term carbon-neutrality plans are successful.

ESG ratings are lacking for small-cap stocks globally. This prevents asset managers who rely exclusively on third-party ratings from building small-cap funds.