Politics and Lingering Uncertainties Drive 2020 Market Outlook
As the closing bell of 4Q19 draws nearer, Doug Cohen, managing director, portfolio management, reflects on the current and upcoming political climate that will impact the 2020 markets. Doug considers investors' political reactions, evaluates wins and losses, and looks ahead at the market narrative to come.
Capitalizing Culture As An Asset
In an industry focused on developing variant perceptions, most investors tend to create variance through interpretations of quantifiable metrics—brushing off intangible factors as immaterial to financial success. Alex Chown, Research Associate, states that through this approach, it’s common for investors to overlook the affect the impact culture has on the directional success or failure of an organization—potentially giving an advantage to those that do.
Investing in International Equities: What's the Point?
Erick Rawlings, Managing Director, Research, discusses the rise of positive returns in US equity markets compared to foreign equities. This led Erick and the Athena Research team to investigate whether the asset class is due for a rebound, or, if investing abroad is fruitless, given the diminished correlations benefit.
Beyond Conversation: Gender Inclusion Now
Dr. Lisette Cooper, founder and CIO, presented the keynote address at the Impact Capitalism Summit, hosted by Big Path Capital. The theme of the conference focused on “Impact at Scale.” While there are many lenses that one could put on the topic of impact investing, Dr. Cooper focuses on a gender lens and shares actionable ideas that investors can implement to promote gender equality at scale.