April 28—Cable vs. streaming: Who will survive or even thrive? In our latest episode we explore rapidly changing tastes and how viewers are choosing to consume content from an ever-increasing supply of providers—as well as what it means for earnings of broadcast television and cable companies. Chief Investment Officer Tony Roth welcomes media and entertainment equity analyst Neil Macker from the investment research firm Morningstar to discuss what’s in store for these industries.
April 21—Environmental, social, and governance (ESG) investment strategies have long been in vogue and investors are showing a greater-than-ever appreciation for their principles. Do ESG strategies require a sacrifice on the performance front—or can you reap competitive returns while putting your money to work in a way that aligns with your values? Time will tell, according to our experts.
What began decades ago as a fringe notion of investing to make the world a better place has soared in popularity in recent years. To understand what’s meant by sustainable investing and the efforts to align one’s principles with their investment principal and financial goals, we turned to Steve Norcini, head of sustainable investing for Wilmington Trust, and manager of its ESG Equity Strategy.