Recent media reports noted that the S&P Dow Jones Indices had dropped Tesla from sustainability indexes and added exposure to multinational oil companies. When we examine companies, we focus on what is changing, either for the better or the worse, in the ESG performance areas Calvert prioritizes in each industry segment.
Redistribution of Value via Capital Allocation: The goal of capital allocation, arguably management's most important task, is to put resources to their best use to create long-term value per share for ongoing shareholders.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
The frequent appearance of ESG in everyday conversation is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
In einer zutiefst unsicheren Welt ist ein Portfolio von Kapitalvermehrern mit konsistenter Erfolgsgeschichte sinnvoll. Ein Kommentar von Bruno Paulson.
It’s not demand, it’s supply: Eighteen months ago, demand for goods and services collapsed as the COVID-19 pandemic swept over the globe. Many countries suffered their largest gross domestic product contractions ever recorded.
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
How is ESG impacting corporates and investment managers as regulations tighten and expectations deepen?
