In this quarter’s commentary, we explain why there is reason for optimism despite recent public-policy setbacks on sustainability issues. Companies and investors have been stepping in to fill the void on a range of issues, from diversity to climate change to toxic substances to gun control.
In this quarter’s commentary, we consider how sustainability and competitiveness go hand-in-hand. Companies that embrace sustainability can improve their ability to compete today and over the long-term.
In this quarter’s commentary, we consider how investor risk perception at any point in time may not be a good reflection of reality at either the market or individual stock level. In particular, we’ll take a closer look at how sustainability risks can lie hidden in the background.
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.