The ESG and SRI Channel

China Clears Way for More Foreign Participation

At this time of the year, smog in Beijing, China, can be overwhelming. Throughout the city this fog/smog prevents the sun from shining through. But, the pollution problems have not clouded financial activity.

2018 Outlook: Guard Against Real-World Inflation

The gradual reversal of expansionary monetary policies – at differing paces globally – will require some investors to adjust their approaches. Protecting purchasing power will remain a priority as official inflation understates real-world costs.

What is your biggest impediment to using ESG and SRI funds and ETFs?

This is a part of our the weekly poll series we will launch on our site. It takes one minute and once you submit your response you'll be taken to a page where you can see the results. Continue the conversation on the results page about why you chose your answer by clicking on "COMMENT ON" APViewpoint link.

Weekly Poll Results: What is your biggest impediment to using ESG and SRI funds and ETFs

Here are our poll results to the question: What is your biggest impediment to using ESG and SRI funds and ETFs? We will launch topical polls every week, if you have suggestions for future polls please email production@advisorperspectives.com.

To discuss this poll, click "COMMENT ON" in the top right of this page to discuss on APViewpoint.

Fighting Global Poverty with Equity Investment

Tackling global poverty requires more than just charity. Investors can contribute to the effort—and find good sources of return potential—by focusing on companies that behave ethically or provide solutions to key poverty-related challenges.

Robo Advice Data for Q3 2017 Now Available for Advisors

The Robo Report™ has opened accounts across the most prominent robo advisors and tracks performance across the portfolios. The portfolios are created by presenting the same investor type to robo advisors, seeking a moderate portfolio of 60% equities and 40% fixed income in the taxable accounts and the most aggressive portfolio available in the IRA accounts.

US Earnings Growth: Businesses that Matter

Many investors are scrutinizing US earnings growth, given that stock valuations are somewhat elevated. Companies that can maintain a successful moat around their business in a changing environment are best positioned to deliver growth and returns.

Mr Xi Reveals His Blueprint for China’s ‘New Era’

China’s latest National Party Congress wasn’t the model of transparency, but the market appreciated the overall sense of political stability and policy continuity – and the clear vote of confidence for the continued leadership of General Secretary Xi Jinping, says Raymond Chan, CIO Equity Asia Pacific for Allianz Global Investors.

Finding Opportunities in the ESG Space

In the past, investing according to your values, or anything other than financial fundamentals, was seen as a potential detriment to performance. Over time, however, investors have learned that non-financial metrics can help them better understand the risks a company faces, and may even impact that company’s stock price.

Quarterly Letter

Value investing is under attack. The US equity market is at its most expensive level in history and has spent most of the past six years in the top quintile of expensive. In addition, value equities have underperformed the broad market and more widely growth equities for over ten years.

 

Q4 Outlook: A Look at Key Issues, Sectors as 2018 Approaches

The stock market continued to hit new highs through the third quarter, confounding those who focused on the rapidly changing headlines in the U.S. and throughout the world.

The Rules of Growth: Organisms, Cities and Companies

What do living organisms, cities and businesses have in common? They all have organic characteristics: they’re born, grow, sometimes shrink and usually die. They all require energy to maintain and grow, and they all must deal with the sometimes undesirable byproducts of their existence.

The World Is Running out of Gold Mines—Here’s How Investors Can Play It

So few new large mines are being discovered today, mostly because companies have had to slash exploration budgets in response to lower gold prices. Earlier this year, S&P reported that total exploration budgets for companies involved in mining nonferrous metals fell for the fourth straight year in 2016. Budgets dropped to $6.9 billion, the lowest point in 11 years. Although we’ve seen an increase in spending so far this year, it still dramatically trails the 2012 heyday.

3rd Quarter Commentary

Though the seething pits of humanity at the New York Stock Exchange and Chicago Mercantile Exchange, with their traders all shouting at each other, are largely things of the past, that is still what markets basically are: a bunch of people shouting different things. A market price is the price at which the same amount of people are buying as are selling.

Emerging Markets Third-Quarter Recap: A Stellar Rally

Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent. While we are bottom-up investors, we also take into account big-picture context. Here, I share the team’s overview of what has happened in the emerging-markets universe in the third quarter of 2017, including some key events, milestones and data points to offer some perspective.