The US is different when it comes to ESG investing. The key to understanding that difference may lie in the unspoken context, in the things that are taken for granted.
ESG investing: how different is the US?
Market overview Archives
Marking one hundred years of ignoring Frank Knight’s point about risk and uncertainty
It is 100 years since Frank Knight’s Risk, Uncertainty and Profit first highlighted that some risks are quantifiable and others are not. But Knight’s main conclusion is widely, and wrongly, ignored.
Climate Change: the Science
I recently completed a short online course on Climate Change: the Science. Here are some thoughts on what I learned.
Women on boards, company culture and adventures in funky correlation-land
Good culture makes for good companies – and good investments. Diversity is part of this: good culture, diversity and success are all interrelated, supporting each other.
The six, seven, eight mutually-reinforcing forces that are driving the growth in ESG investing.
ESG is in the midst of a transition from the periphery to the mainstream, driven by a number of mutually-reinforcing factors. This subject is not going away.
Sustainable investing is a goat rodeo. That’s why investment firms need to pay attention.
Sustainability is a difficult, messy, ill-defined, fast-changing, real-life challenge. And it’s where the real investment process development is happening.