Key takeaways:
Emblem Portfolios - Canadian: September 22, 2021
Emblem GIF Portfolios - Global: September 27, 2021
David Mann discusses the recent changes that have occurred in China, its impact on the technology sector and how the team manages risk in the portfolios.
Ian Fung discusses the potential impact on the market as a result of the U.S. Federal Reserve announcement.
From an evidence point of view, the proliferation of sustainable investment strategies and strong fund flows into these products are easily researched through publicly available resources. Underlying these trends, however, is a more durable structural shift.
It is vital in understanding the different approaches related to sustainable investing. While standards and definitions continually evolve, there are generally six approaches to sustainable investing. Depending on an investor’s motivation in considering sustainable investing, some approaches may be more relevant than others.
Sustainable investing has experienced increased interest over the past few years, with a sharp acceleration in 2020 due to the COVID-19 pandemic and other high profile social issues, such as the Black Lives Matter movement. There are, however, some common myths and misconceptions among investors that may be new to modern sustainable investing approaches. This educational resource attempts to provide insight and clarification into what we believe are the most misunderstood issues.
Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers.
Key takeaways:
Emblem Portfolios - Global: Increase Canadian, US, International equities; decrease cash, bonds.
Tactical Update - May 21, 2021
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