Volatility has returned, and we expect it to have continuing significance as we look out at 2019. In this environment, long-term investors who comprehensively assess risk, ESG factors and valuation have the potential to identify attractive opportunities at the asset class and security level.
In this quarter's commentary, we'll take a closer look at the connection between technology and sustainable investing. We illustrate ways technology is driving economic value, along with positive environmental and social advances in the Energy and Healthcare sectors, respectively.
In this quarter’s commentary, we’ll consider valuation risk in the wake of equity markets reaching near record highs in 2016 and take a closer look at what a Trump presidency may or may not mean for investors in cleaner energy and low-carbon technologies.
When everything is in motion, standing still just won’t cut it. Amazon is a prescient example of an innovative company catching competitors on their heels, even those in different sectors. In this quarter’s Investment Outlook we’ll consider the investment risks associated with companies ill prepared for a paradigm shift , like the secular transition to a low carbon economy currently underway.