Position Defensively Against October Surprises…and a Glimmer of Hope for 2023? Oct19

Posted by & filed under Investing.

September’s ramped-up inflation fears wiped out all of 2021-22’s gains, making October a gloomy start to the fourth quarter. With the season changing and cooler weather coming, fears over prices for consumer goods, oil, gas, and the like are creating volatility that is expected to continue through October, and likely beyond

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Climate Change is Underway: Is It Priced In? Apr2

Posted by & filed under ESG, Investing.

In a recent interview, PGIM’s head of thematic research expanded on some of the aspects of that company’s recent report on climate change. The report emphasized that climate change is a fact, not a hypothesis, and that since the associated risks are only imperfectly reflected in the price of assets, this fact creates investment opportunities

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