The ESG and SRI Channel

The Integrated Core Approach to ESG: The Case for the Next Generation of ESG Investing

The merits of ESG investing have been trumpeted for years. So why have asset flows to date lagged across retail and advisor channels? We believe that a disjointed array of investment approaches and weak risk-adjusted performance versus non-ESG alternatives has inhibited uptake. However, we also believe that the mainstream investor marketplace is eager for ESG products that combine an integrated approach to ESG best practices with enhanced risk-adjusted returns.

Oil Takes Center Stage: Commodities Halftime Report 2018

Of the 14 major commodities we track at U.S. Global Investors, oil was the standout performer, gaining roughly 23 percent, followed by nickel (up 16.76 percent) and wheat (16.51 percent).

Q3 Market Outlook: What’s in Store for Markets in the Second Half?

We are coming to the mid-year point for 2018, and the past six months have felt like six years. Markets have experienced a significant uptick in volatility, yet equity investors may not have much to show for all their troubles.

U.S. Trade Tariffs: Impact on Asian Technology and Consumer Credit

U.S. tariffs and trade tensions have dominated headlines over the past few months. With certain tariffs aimed squarely at China, Beijing quickly responded with tariffs of its own on U.S. goods in early July. What do the tariffs mean for investors in Chinese and other Asian technology and consumer credits?

From Mobile Games to Smart Cities: A.I. Leads Innovation

This week I had the privilege of meeting a young tech superstar in Palo Alto, California—Gabe Leydon, cofounder and now-former CEO of mobile game producer MZ. Previously known as Machine Zone, the Sunnyvale-based company is responsible for developing some of the highest-grossing mobile games of all time, including Game of War: Fire Age and Mobile Strike, both of which profited from high-dollar marketing campaigns worthy of some Hollywood films. You might have seen Game of War’s Super Bowl commercial featuring swimsuit model Kate Upton, or Mobile Strike’s, starring Arnold Schwarzenegger.

The Electrifying Outlook for Metals Demand

A steady roll-out of wireless products, such as power tools, vacuums, phones and computers over the past decade has driven increased demand for the metals that go into lithium batteries.

Battlefield Choices

With trade war rhetoric growing hotter, Presidents Trump and Xi still have time to head to the negotiating table.

Emerging-Market Debt: Expect Volatility—and Opportunity

Summer is just beginning, but emerging-market (EM) bonds and currencies have been on a roller-coaster ride for months now. In markets, though, volatility breeds opportunity—and we still see plenty of that among EM issuers.

Weighing the Week Ahead: Is it Time to Worry About 2020?

The economic calendar is loaded with the most important reports. The four trading days are divided by a Wednesday holiday, meaning some extra days off for most. Normally the data would dominate the discussion.

What’s in Store for Markets in the Second Half?

We are coming to the mid-year point for 2018, and the past six months have felt like six years. Markets have experienced a significant uptick in volatility, yet equity investors may not have much to show for all their troubles.

ESG Investing and Fixed Income: The Next New Normal?

We believe the bond market is uniquely suited to both benefit from and provide finance for ESG-related (environmental, social and governance) efforts.

Market overview Q218: What does it mean to invest?

Market twists and turns can cause anxiety but it is several unsustainable trends that pose a greater risk. As a result, it makes sense for long term investors to seriously consider exactly what they are trying to accomplish and what they need to prepare for throughout their investment horizon.

Jeremy Grantham: We Are Not Equipped to Deal with Climate Change

We will completely de-carbonize our economy this century, and it will be the biggest economic event since the Industrial Revolution, according to Jeremy Grantham. But we face a painful path to that end, including more frequent natural disasters and disruption of our food supplies.

The Tangential Path to Alpha

Corporate-sponsored Green programs place Apple, Google, Target, Walmart and similar ethos companies at the forefront of US Renewables policy alongside federal tax incentives, state mandates, municipalities and utility companies. Here at the intersection of Renewables, Infrastructure and Environmental, Social and Governance programs lies the tangential path to Alpha.

A New Generation of Nontraditional REIT Opportunities

When most investors think about traditional real estate investment trust (REIT) investment opportunities, they often think about the “four major food groups” of real estate — the retail, office, residential and industrial sectors. While these sectors continue to be a major component of REIT investing, they are increasingly being joined by nontraditional REIT sectors.