July 22, 2021—For decades, the European Union (EU) has led the world in pursuing sustainable finance policies, particularly in carbon reduction. Within Europe, sustainability objectives enjoy broad support across the left, right, and center. Last year, the European Commission ratcheted up these efforts by incorporating its “European Green Deal” into its massive multi-year budget program, alongside efforts to boost European competitiveness in the digital space.
July 8, 2021—There has been a very clear shift in investor sentiment in the past few weeks, manifested most clearly by an acute drop in long-term interest rates and a flattening of the yield curve, both in the U.S. and globally. What is much less clear is what is causing this shift that, until recently, has left equities unscathed but may now be broadening to look more like a classic risk-off market.
In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he provides investors with an opportunity to take stock of their portfolios by assessing the economic environment, evaluating what has worked to date, and crafting a plan for the second half of the year.
