The ESG and SRI Channel

Will China’s Next ‘Four Modernizations’ Bring Good Fortune?

While China celebrates its Lunar New Year, the reform-minded President Xi is likely polishing up his next Five Year Plan, says Neil Dwane, Global Strategist for Allianz Global Investors. Perhaps he will put his own twist on a predecessor’s strategy and look to strengthen China in four key areas: agriculture, science and technology, defense and industry.

Investors Brace for a Storm of Uncertainty with Gold

Back in November, I wrote that domestic carriers are likely to see the new president—himself the former owner of the now-defunct Trump Airlines—as a strong partner in several key areas. Although a couple of airline CEOs have recently expressed strong opposition to some of Trump’s protectionist immigration policies, yesterday’s meeting appeared to be constructive, with the president telling the group he would soon be announcing something “phenomenal in terms of tax and developing our aviation infrastructure.”

Today's ESG Investing Is Not Your Father's SRI

Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.

Hoisington Quarterly Review and Outlook – 4Q 2016

The 2016 presidential election has brought about widely anticipated changes in fiscal policy actions.

Investors Shift Back into Gold as Trump’s Honeymoon Period Ends

After little more than two weeks, President Donald Trump’s honeymoon with Wall Street appears to have been put on hold—for the moment, at least—with major indices making only tepid moves since his January 20 inauguration. That includes the small-cap Russell 2000 Index, which surged in the days following Election Day on hopes that Trump’s pledge to roll back regulations and lower corporate taxes would benefit domestic small businesses the most.

UN Sustainability Goals: A Road Map for Impact Investing

Equity investors are increasingly thinking about how their decisions affect society. The United Nations’ Sustainable Development Goals (SDGs) provide a good road map for identifying investments that can make an impact—and generate profits as well.

Impact Investing and Donor-Advised Funds: Guidance for the Savvy Donor

Impact investing continues to grow in popularity. Donor-advised funds are a useful tool for impact investing, provided that donors and their advisors are aware of certain points before making these investments.

Infrastructure Investing: From Concrete to Computer Chips

Learn why Invesco Unit Trusts views information technology as a critical part of the infrastructure category.

China Sets the Stage to Replace the U.S. as Global Trade Leader

Tomorrow marks the Lunar New Year, the most important date in the Chinese calendar. It’s also the start of the longest holiday at two weeks, during which the largest mass migration of humans occurs every year as families reunite and go on vacations, both domestic and overseas.

Renewable Energy: The Implications for Investors

Renewable energy is growing and offers potential opportunities for investors, but also challenges. Learn more about what investors may need to know.

Asian Fixed Income Can Ride the Trump Effect

Donald Trump’s policies appear almost certain to contribute to volatility in Asian markets during 2017. For active fixed-income investors who understand the dynamics of bonds and currencies in the region, this creates opportunities.

Playing Chess With China

China suffered the twin indignities of a currency correction and an equity correction on the first trading day of last year. Fortunately, order was restored and investor attention turned to other global developments.

American Small Businesses Party Like It’s 2004

Look at what President-elect Donald Trump’s pledge to lower taxes and slash regulations is doing to business optimism here in the U.S. Last month, the Index of Small Business Optimism soared a phenomenal 7.4 points to 105.8, its highest reading since 2004. The National Federation of Independent Business (NFIB), which conducts the survey, reported that attitudes toward capital spending and job creation in particular surprised to the upside. Research firm Evercore ISI called it a “blowout report,” and I have to agree.

Sustainable Development Goals: Common Goals, Our Approach, Your Impact

How the United Nations Sustainable Development Goals can serve as a framework for ESG investors

Animal Spirits

I believe this rally was the result of animal spirits based on the notion that Trump’s pro-growth policies will support the economy. At the same time, many investors assume that growth in the economy will lead to upticks in inflation and interest rates, which—along with lighter regulations—are perceived as positive for business.