Investing in Commodities
What are Commodities? Commodities are classified as alternative investments because they are fundamentally distinct from stocks, bonds and cash. Each commodity generally has its own price driver. Investors can buy the physical commodity or invest in securities, which we will discuss below. Common investable commodities include oil, natural gas, gold, silver and other metals, agriculture […]
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Renewable Energy Investment Opportunities in Global Equities
Introduction On 12/12, 196 countries at the UN Climate Change Conference (COP21) in Paris, France entered a legally binding international treaty on climate change. The treaty is a landmark agreement that binds all nations together to combat climate change. To achieve the target of limiting global warming to 1.5°C per year, the Agreement sets ambitious […]
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Fixed Income Investing Basics
Fixed Income securities are debt instruments that pay a fixed amount of interest, called a coupon payment, to investors.Fixed Income securities provide an investor with stable and predictable cash flow. Bonds lower portfolio risk through diversification.
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Capitalizing on Opportunities Amid Market Divergence
Introduction The primary thesis behind active investment management is that the manager can identify market divergence and opportunistically allocate capital between asset classes to earn higher returns and mitigate risk. For a manager of both Global Equities and Global Fixed Income products, market divergence among countries, sectors and asset classes provides compelling opportunities for investors. […]
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Real Interest Rates
October 11, 2024
