Capital Perspectives April 2021

Tony Roth and Steve Norcini |
Investment Management
Capital Perspectives

In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U.S. and global economic trajectories, and where we see potential risks and opportunities.

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Project Finance Proves Resilient

Will Marder |
Corporate & Institutional

Emerging from 2020 & looking forward to 2021.2020 saw a high volume of activity in the renewable energy sector, as well as a meaningful uptick in the number of private placements being done.Renewables can be expected to drive the project finance market again in 2021, especially with tax credits now extended. There remains a strong interest in investing that encompasses ESG principles (Environmental, Social and Governance).

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Episode 26: Capital Markets Forecast 2021 ESG investing strategies—Are they right for your portfolio?

Tony Roth and Steve Norcini |
Capital Considerations with Tony Roth

December 14—Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.Robert Sitkoff, John L. Gray Professor of Law at Harvard UniversityPlease listen to important disclosures at the end of the podcast.

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